PSX for Enthusiastic Investors!
Learning Outcomes!
The Curriculum!
The Learning Outcomes - What will you find in this course?
Available in
days
days
after you enroll
Chapter 1 - Understanding the basics of investing in PSX with real life examples and data testing
Available in
days
days
after you enroll
- An Overview - When do stock prices go up? (5:58)
- What are the approaches? A review on top down approach (3:38)
- A review on bottom-up approach (4:25)
- Examples of top down at PSX (6:08)
- Examples of bottom-up / active investing at PSX (5:53)
- Who are you as an investor? (2:28)
- Now we move to styles - A subset of bottom up approach (0:50)
- Active investing - Growth Style (14:49)
- Growth Investing practical examples - Hascol vs Systems! (35:58)
- Active Investing - Value Style (9:54)
- Optional lecture - What problems does a value investor face in PSX? (4:29)
- Value investing practical examples and their problems from PSX + data sets (19:19)
- Conclusion Chapter 1 - And one advice to you!! (7:09)
- Zoom Session # 1
Themes and Sectors - Their whys and how's - Aggressive / Cyclical Theme
Available in
days
days
after you enroll
- Introduction to themes in PSX - Why is it important to know them? (3:23)
- Aggressive Theme - What is it? How does it differ from other themes? When to bet on it? and sectors that come under this theme?
- Aggressive Theme > Construction > Cement Sector - Every important thing about the sector! + Working Sheets
- If I had to choose one cement company to invest in! My thought process!
- Aggressive Theme > Construction > Long Steel Sector - Every important thing about the sector! + Working Sheets
- How and when will I choose Long Steel for investment?
- Aggressive Theme > Construction > Flat Steel Sector - Every important thing about the sector! + Working Sheets
- How and when will I choose Flat Steel for investment?
- Aggressive Theme > Construction > Glass Sector - Every important thing about the sector! + Working Sheets
- How and when will I choose Glass for investment?
- Aggressive Theme > Auto and Allied Sector - Highest Beta sector! + Analysis of returns!
- How and when will I choose Auto Assemblers for investment?
- Conclusions!! Bringing all of it together!
- Zoom Session # 2
Defensive and Export themes
Available in
days
days
after you enroll
Valuations - Understanding and reaching to multiples!
Available in
days
days
after you enroll
Fireside Chart about most important stuff!
Available in
days
days
after you enroll
- Being a contrarian investor helps? How can your timeline can make or break you?
- Two types of buying pattern! Expectations vs reality!
- What does it mean when we say interest rates are topping vs bottoming out? How to see them happening?
- When to sell a stock?
- What are story only companies? Why do they sometimes rally when no other stock is moving up? and How to play them?
- Zoom Session # 4 - Final
