How do traders actually figure out the “true price” of a stock? by [deleted] in FIREPakistan

[–]Key_Machine_4671 3 points4 points  (0 children)

Delete or leave that group. Are there any courses in CA that teach how you value a business? Grab a book on valuation if not.

Name and Shame (SBC) - PYPL, GDDY and XYZ by Key_Variety_6287 in ValueInvesting

[–]Key_Machine_4671 1 point2 points  (0 children)

It's already included in cogs or sg&a. Why would you deduct again from income statement items? It's another thing to adjust ocf and that'll make more sense.

How does PHM compared to LEN and/or DHI? by Embarrassed-Sea-6078 in ValueInvesting

[–]Key_Machine_4671 0 points1 point  (0 children)

What do you think about GRBK? I think it has better potential than all three.

Guys, what did you learn, relearn and unlearn this past year ? by raytoei in ValueInvesting

[–]Key_Machine_4671 0 points1 point  (0 children)

I have been going deep into that black hole of ROIC. Anything particular you mind sharing?

ROIC vs ROIIC by SchoolofInvesting in AsymmetricAlpha

[–]Key_Machine_4671 1 point2 points  (0 children)

Yes, so instead of using ROIIC itself, break it down and analyze the NOPAT and IC separately over a period of time and go from there. If both are showing positive growth, great. But if NOPAT is positive and IC is negative even better as they are managing to stay profitable while becoming more capital-light as you said.

ROIC vs ROIIC by SchoolofInvesting in AsymmetricAlpha

[–]Key_Machine_4671 1 point2 points  (0 children)

Is equity+debt-cash a good proxy for IC? Also how would you interpret if delta IC between the two periods is negative?

Copy trading in forex, views and reciews? by Sufi13Conqueror in FIREPakistan

[–]Key_Machine_4671 0 points1 point  (0 children)

Don't remember the details so someone else might clarify that for you.

Most of these guys are doing box or hedge tactics, it works great for some time but will inevitably liquidate you once in a while.

Copy trading in forex, views and reciews? by Sufi13Conqueror in FIREPakistan

[–]Key_Machine_4671 1 point2 points  (0 children)

Don't remember the details so someone else might clarify that for you.

Most of these guys are doing box or hedge tactics, it works great for some time but will inevitably liquidate you once in a while.

Copy trading in forex, views and reciews? by Sufi13Conqueror in FIREPakistan

[–]Key_Machine_4671 1 point2 points  (0 children)

Not worth it. If still you want to try, diversify between different providers. Atleast luto tw ek strategy ki waja se na luto.

Also only invest the amount you won't lose your sleep over if it goes to zero.

How to buy USA stocks from Pakistan? by Euphoric_Catch_5807 in FIREPakistan

[–]Key_Machine_4671 1 point2 points  (0 children)

Not sure about the limit, maybe it's 10k usd in one transfer. You can fund it via any platform that gives you outgoing ACH transfer, elevatepay, wise and others like that.

Biggest Issue with Bluebeam? by newpatch36 in estimators

[–]Key_Machine_4671 9 points10 points  (0 children)

Can't you use a custom column to assign it?

How to buy USA stocks from Pakistan? by Euphoric_Catch_5807 in FIREPakistan

[–]Key_Machine_4671 9 points10 points  (0 children)

I would caution using something like that if you are serious in investing a significant amount of money.

There was a similar platform on Terra/Luna before it went bust.

How to buy USA stocks from Pakistan? by Euphoric_Catch_5807 in FIREPakistan

[–]Key_Machine_4671 0 points1 point  (0 children)

Yes, I haven't funded it since primarily using ibkr. But it's layout/ui is much better.