If I started investing today, with zero experience, zero portfolio, here is exactly what I would do.
10 years ago, I sat in front of Warren Buffett's AGM recordings and learned 3 things that no business school in Pakistan teaches.
Here are my top 3 Portfolio Building techniques & which one is best for your situation.
Which technique resonates with you? and why?
#PSX #ValueInvesting
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Is the market giving away Pakistan’s best cement plants for FREE? 🏗️📉
I just ran a "Pabrai-Style" SOTP (Sum of the Parts) audit on Lucky Cement ($LUCK). The numbers are bordering on the absurd.
A thread on deep value in the PSX. 🧵👇
4/ The Moat 🛡️Why does this matter? Lucky is the low-cost producer.
55%+ Renewable energy mix ☀️
Waste Heat Recovery ⚡
Strategic North/South locations. Even if the industry bleeds, Lucky’s "Energy Sovereignty" keeps them standing.
@stockmktgirl Keeping in view floods condition in Pakistan , Sales of their power division will increase in coming months and also export avenue will be another factor in future .