Adam Khoo

Oct 14, 2026 · UnitedHealth · Hold, bullish

“United Health up 26% was up a lot more but it's retraced a bit I may be adding more to United Health”

Oct 14, 2026 · Nvidia · Valuation view

“In fact, if you look at Nvidia over here, you may be surprised to know that on many measures, it is still undervalued. Okay, so the intrinsic value is $309. Now it's 224, it's 27% undervalued.”

Oct 14, 2026 · Nike · Not buying more

“Am I adding more shares? No, I'm not. So, all these positions that you see, Nike, LVMH, and Pool, I'm not adding more until I see that they pass the criteria again. Revenues must grow again, profits must grow again, all right?”

Oct 14, 2026 · Nike · Risk acknowledged

“If you look at Nike, I think it is it is fixable. The business is fixable, uh but it's taking longer than everyone expected, you know? And I think it'll take at least a year or two before the issues can be fixed.”

Oct 14, 2026 · Nike · Disclosed holding

“So Nike has been uh a bit disappointing down 43% year-to-date. But the important thing is about allocation. So those of you who are in my community know that Nike is is less than 0.5% of my portfolio.”

Oct 14, 2026 · Microsoft · Not buying more

“Microsoft is undervalued, right? Intrinsic value is 570. It is undervalued, but would I buy right here? No. Why? Because again, I never buy after a wave up. I always buy after a wave down because after wave up, you get wave down, wave up, wave down.”