Value Investor

Some Cautious Stance 👀 on #Pakistan domestics decisons linked to its role as Arbitrary in #US_Iran_War Earlier by not hiking POL prices for 2 consecutive weeks I thought Government is under pressure for Eid and then Political capital but now deferring smart lockdown option I'm assuming otherwise that Government taking so bold decisions and being in arbitrary role in U.S-Iran War then definitely they must be privy of some facts and information based on which they might be embolden to take such steps & see optimism so let's hope & pray for the best but still I doubt when it comes to Iran however with recent strikes Iran must also be thinking for someway out in shortterm otherwise whole region will be pulled into a war and this conflict will no more remain controllable. Russia at the moment also looking for de-escalation as forces & entire chain already exhausted wherein China still following No War policy strictly so noone in mood right now

Best & Worst thing about stock markets are their forward looking nature so just as many Investors couldn't see light at the end of tunnel and missed a rally of decade or i would say once in lifetime Opportunity and joined rally midway or many will be joining later on around top so as many won't be able to realise 😔 when things will be turning upside and before many would realise whether it's a correction or bear cycle they would already by knee down in a marsh 😰 expecting things to turnaround but sooner to find out it's just a slow & steady death 🥴 for many thus a agoning long bear cycle continues that keep squeezing, liquidating and frustrating the most seasoned investors even who start doubting themselves and their picks so what you say, are you ready to face such tormenting experience? 🤷‍♂️ Join the capital markets with big capital/ % allocations of wealth part with this mindset as foremost risk & assessing your emotional and mental health accordingly otherwise keep it small or manageable that shouldn't be bothering you when such time periods comes in journey (Easier said than done) x.com/4ValueInvestor…

For people of Iran and wider Shia community, Ali Khamenei is far more than a just a leader or political figure rather he was "Marja-e-Taqlid" and supreme leader wherein core belief system and faith comes in at play. They will not simply surrender or forgive so he'll be avenged at any cost by one of the most resilient and oldest country:- So likely objective is to press conflict to a decisive, logical end so that a clear example is set that attacking or executing a country’s leadership will not go unanswered or unpunished and all those silent observers will also face consequences (World, particularly Islamic and Gulf Nations) Expecting Iran to raise cost of war substantially and to outlast many assumptions about its endurance so be prepared and pray as World from here on will be ascending on a different trajectory like any major historical incidents/ happenings. 📢 *For PSX Investors* In a worst-case immediate scenario prepare for roughly 120 K and if fighting prolongs for a months then be prepared to see Index around 96-100 K and these are ofcourse expectations not necessarily to be met as it is or something I'm claiming to happen but would like myself to see if happens then how I'm prepared to take on or absorb the impact 🤔 👉 We may feel like Here we go again Post Covid especially 2022 seeing CAD, Depreciation, Inflation, Policy Rate, Unemployment, Further economic meltdown and all stability achieved after hardwork of 3 years going into vain so keep relating news, numbers and narratives as guide from here on to avoid tormenting yourself and better if you can't then take rest and spare yourself by taking off from market like it never exists. 👉 That's called #BalckSwan so how one could've prepared for such things/ events and repercussions for everyone as 2nd and 3rd level effects 📍 Rest assure this World has survived alot so it's whether you survive then will thrive as well so be optimistic and live hassle free with peace of mind eventually things will resort to mean or adapting to new normal and world moves on. Stocks do get hit in shortterm and more due to volatility by nature but over a period of time underlying value doesn't erode like currency rather assets become more valuable then cash although being on cash and buying at opportune time or bottom areas is something one dreams

"Israel’s alleged game plan: 👉 Prolong the war so that all countries in the region become exhausted 👉 Drag Gulf countries into the conflict and fuel sectarian tensions between Sunnis and Shias Cont.. #Irán #KingRezaPahlavi‌ForIran #26mar #پیپلزپارٹی_چور_ہے #tasaçakbudeniz

🔴 A crucial early warning radar plane, used to provide commanders with a real-time picture of war, was destroyed in an Iranian attack on the Prince Sultan air base in Saudi Arabia on Friday Follow the latest updates below 🔗 telegraph.co.uk/world-news/202…

Not following #SYS from quite a time so can't know other developments or earnings reliably that may change entire Model based on which this was pulled out But considering everything same then with:- With EPS 6 FV comes around 147-165 With EPS 7 FV comes around 171-190

@pukht00n Bull markets are most dangerous as everyone will think of themselves as Pro until bear strikes again vanishing gains before anyone can realise & that can't be handled by everyone so majority lose hope & say goodbye to market forever after each such cycle then freshers join in ..

New Write-up ✍️ “This Time It’s Different — Yet Phenomenon Remains Same,” focused on current gold cycle and what it really represents beneath headlines. The paper in conjunction with my tweets from 2023 and Article "Navigating Uncertainty: Financial Fallout in Fractured World" breaks down why gold has risen so sharply in recent years, how liquidity, central-bank buying and geopolitics have shaped this move and whether prices like $1,600 or $5,000 reflect undervaluation or late-cycle enthusiasm or how to establish why and where it's a good to buy and not. It includes step-by-step above-ground gold math, psychology, pricing with historical comparisons with past peaks and an analysis of why marginal buyers and herd behaviour matter more than most narratives admit. This is written for investors who want to distinguish long-term hedging from short-term speculation and understand why most participants arrive when cycle is already mature. PDF attached 📎 👉 LinkedIn Link: linkedin.com/posts/value-in… WhatsApp Link: whatsapp.com/channel/0029Va…