Episodes
Published 03/22/23
Why would the government decide to subsidize #petrol when we haven't yet finalized #IMF? Where are these numbers coming from? It is political or sane economic decision-making? Why does the FILER category exist if the subsidy can be enjoyed by Non-Filers also? My Take on all this with a short story! 📌 Website: www.investkaar.com ➡️ - InvestLetter by InvestKaar: https://www.subscribepage.com/investkaar ➡️ Stocks FAQs: https://investkaar.com/stocks-faqs-for-2023/ ➡️ Mutual Funds...
Published 03/22/23
What happened to #SVB?  Why did it fall?  Why would a stable coin #usdc would come down cox of this?  Why would markets go up the next day?  Is there any lesson for Pakistani investors?   This is everything we will discuss today, in detail!     Important Links  - InvestLetter by InvestKaar: https://www.subscribepage.com/investkaar   - Why is US FED will not stop increasing rates: https://cnt.oaktreecapital.com/insights/memo/sea-change   📌 Website: www.investkaar.com       ➡️...
Published 03/16/23
News reports are saying that OGDC and PPL will give massive dividends.  They might be more that the price they trading at! We discuss:  1. Can OGDC and PPL give such huge dividends? 2. If yes, what will be the process to do it? 3. Is increasing gas prices part of all this adjustment? 4. Will they increase in prices or after dividends they will not go back again? 5. Is there a structural re-rating happening? 6. If he had to buy a stock today in the E&P sector, which would that be? 7. What...
Published 01/24/23
Who can hold #retail #investors' hand better than a #retail #investor himself? Right? We thought so!   So we bring to you a #podcast in which a retail investor explains his entire thought process, his experiences, his learning, his profits and losses! Everything!  We look at questions like 1. Can a #retail #investor compete with a #fundmanager? 2. What did he do to become such a #savvy #investor? 3. Which sectors did he #invest in? #cement #power 4. What is #value #investing? 5. What should...
Published 01/23/23
A very in-depth podcast on the cement sector and cement stocks.  We bring Mr Aitezaz Farooqui, Head of Research at Multiline Securities to discuss what does he about the cement sector in this economic condition. We talked about 1. What's the most important thing to consider when thinking about investing in the cement sector? 2. What happens when cement prices go up? 3. Is cement prices the most important factor? if so, why? 4. Does cement companies have a price consensus? 5. What does he...
Published 01/23/23
We as retail investors don't have someone to guide us to become better investors in #pakistan.  Most of the YouTube channels are telling us which 3 stocks to buy!   But why those three stocks only? Why not some others? And if they will keep telling us which stocks to buy then when will we learn?  And who can we learn the most from? Someone who has been investing for their fund holders for a long time! So to make it all easy, we invited a  fund manager to guide us!  We sit with an experienced...
Published 12/02/22
Should you compare #EFERT with #SYS? Or #FFC with #ILP?    If you are doing this comparison and asking questions that which company should you buy from them, your thinking process is flawed!   After this podcast you will exactly understand two major business models with examples and what are they good for.   One is GROWTH and the other is MARGIN!   They both trade at different PE multiples, different yields and give different returns and without understanding their primary business model,...
Published 11/20/22
Since the start of our career, we are advised to buy stocks - It goes like this: Compounding works the most when you give it more time or your income profile will grow so you should take more risks or get into stocks! All of this is correct but this is not LAW! There can be a few high savings and earnings individuals that might not have the appetite for risk! We explore today why this statement doesn't apply to everyone and what is MY rule of thumb that I use when deciding HOW MUCH MONEY...
Published 11/15/22
From Rs8-10/sh to Rs30/sh, from unknown to the best performer! LOTCHEM But is there anything that we can learn from this rally? Why is there so much difference between target prices and current stock prices? What's missing? All this in this episode! Links: Facebook: facebook.com/investkaar Twitter: twitter.com/investkaar Youtube: youtube.com/@investkaar  --- Send in a voice message: https://anchor.fm/investkaar/message
Published 11/11/22
Today we look at oil prices in very simple-to-understand examples!  Why have oil prices gone up and why do we think it's geopolitics vs economics? And what happens when they both collide? Which is impacting it more? What are other commodities indicating? What would happen if they come down for Pakistan? Once again, the new format includes more discussions on thought processes, patterns of thinking, the psychology of investing, etc. So you may refer to it to streamline your thought...
Published 11/09/22
I read a tweet about Google #GOOG and realized something. We ask so many questions about the same stock when markets are down, that we use to buy without looking at the price. Why? Asking questions is good but only when you use to ask the same amount of them every time, not when something is out of favour! So whats happening?  Let's explore! If you have liked it, do visit our Youtube Channel https://www.youtube.com/@investkaar --- Send in a voice message:...
Published 11/07/22
Making money is equally important as saving it!  What should an investor in the stock market do when global commodities are going high? Step by Step guide to what to do and what not to!  --- Send in a voice message: https://anchor.fm/investkaar/message
Published 11/05/21
InvestKaar looks at Leverage trading, its types, How to take leverage at PSX? and  What to not do when using leverage?   For a detailed article visit https://investkaar.com/ --- Send in a voice message: https://anchor.fm/investkaar/message
Published 10/28/21
Inflation in Pakistani context.  What should you do save yourself from inflation?  For a detailed article visit https://investkaar.com/ --- Send in a voice message: https://anchor.fm/investkaar/message
Published 10/28/21
Investkaar looks at the recent performance of penny stocks in Pakistan and questions why are they rallying?  When discount rates come down, penny stocks rally!   For a detailed article visit https://investkaar.com/ --- Send in a voice message: https://anchor.fm/investkaar/message
Published 10/28/21
In this podcast you will find: 1. Whats is #circular debt and how it's different from the #working capital cycle?  2. How is #Circular debt created in the energy chain of Pakistan?  3. How does it impact #valuation of companies bearing circular debt? --- Send in a voice message: https://anchor.fm/investkaar/message
Published 10/28/21