Strategic long-term investor| Guiding new minds through the market maze |Always learning, always sharing| Let’s grow together 🤝 #FinancialLiteracy #InvestSmart
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The re-rating of market P/E from 4x in 2023 to 9x isn't euphoria; it's normalization on falling rates, Rs2.4T SBP transfer, and fiscal consolidation.
Real multiple expansion starts above 12x
We should watch for 210k base case in CY2026 if CPI stays below 7%
My views below:🧵
#PSX
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Holding a stock isn’t free.
Every day you stay invested, you’re actively choosing this business over every other opportunity available.
That daily decision only makes sense if the expected return still exceeds what you could get elsewhere — after real due diligence, not inertia.
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Patience is the ultimate edge.
The market pays the highest premium to those willing to look wrong for a few quarters — so they can be spectacularly right for years.
You make the most money by having a 1–3-year variant view on a business and buying the stock before the business turns up, inflects, or accelerates. Your advantage is often your ability/willingness to look wrong for a few quarters before being right. Delayed gratification.
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already have a baseline export footprint due to lower regional production costs. Moving from a 5% to a 15% tractor export target by FY30 is realistic for them. They stand to gain significantly from the State Bank of Pakistan (#SBP) export proceeds realization.
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Most #PSX investors lose money not because they pick bad stocks.
They lose because they cannot sit still.
• The most underrated skill in investing is not analysis, timing, or even intelligence.
It is #temperament — the ability to do nothing when everything screams “act.” 🧵
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has never been speed. It has always been the ability to stay #rational longer than the crowd stays #emotional.
Final thought:
You can learn valuation, read every annual report, and track FIPI daily.
If you lack temperament, the market will still take your money. Master the
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skill of sitting still with conviction.
Everything else becomes 2ndary. If this resonated, like and repost the first tweet so more investors see it.
Follow for more no-noise thinking. Align every decision with your own goals, risk tolerance, and research. #FinancialLiteracy
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The $5 billion #refinery upgrade plan’s fate—and the near-term performance of listed refiners—hinges more on coherent policy than on engineering or market demand alone.
#PSX
propakistani.pk/2026/08/24/5…
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Retail investors should price in elevated #uncertainty until the government chooses a clear path (transition to #deregulation vs continued protection with enforceable agreements) and delivers on implementation timelines.
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