Creator Post Archive
Adam Khoo
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Jul 9, 2026
Highlight: I’m Not Selling Nvidia, But I’m Buying These Stocks Instead
The creator discusses his investment strategy in the current AI-driven market, emphasizing the importance of sustainable competitive advantages and intrinsic value calculations. He explains that he sells stocks trading more than 100% above their intrinsic value, while holding and adding to fairly priced or underpriced stocks. His portfolio is diversified, with 20% in pure AI infrastructure companies (like semiconductor stocks), 20% in AI-related companies with other significant business segments (like Meta and Amazon), and the remaining 60% in non-AI businesses.
Jul 1, 2026
Is the 2026 Stock Market Bubble Ready to Burst?
The creator discusses the probability of a market bubble and crash, referencing warnings from legendary investor Jeremy Grantham. The creator analyzes Grantham's portfolio and recent buys, contrasting them with his bearish market calls, and reviews Grantham's past crash predictions.
Jun 24, 2026
Anti-Bubble Mania | Is AI a Bubble Now?
The creator argues that the current AI stock mania is causing investors to overlook profitable non-AI companies, creating an "anti-bubble" opportunity. He highlights that 46% of the S&P 500 is concentrated in AI stocks, while the remaining 55% of profitable companies are being ignored and undervalued. He personally holds 80% of his portfolio in these "anti-bubble" stocks and is hosting an event to share his strategy for finding them.
Jun 20, 2026
How to Compound Your Way to $10 Million (The Real Math)?
Adam Khoo explains the power of compounding and disciplined investing to achieve significant wealth, like $10 million or $100 million, without taking excessive risks. He uses his daughters' investment accounts as an example, highlighting their returns and motivating them through the concept of compounding growth. Khoo illustrates how reinvesting profits at a consistent rate, like 20%, can double money multiple times over, and introduces the Rule of 72 as a quick way to estimate doubling time.
Jun 2, 2026
Alphabet: The Secret SpaceX and AI Portfolio
Alphabet is presented as a tech-focused Berkshire Hathaway, holding significant stakes in private companies like SpaceX and Anthropic, alongside public holdings. The creator highlights that these valuable private assets are not factored into Alphabet's current share price, effectively offering them for free to investors.
Jun 1, 2026
SpaceX vs Amazon: Which Is Worth $2 Trillion?
The creator compares SpaceX and Amazon, highlighting Amazon's significantly lower valuation multiples (Price-to-Sales and Price-to-EBITDA) relative to its current revenue and profits, suggesting it might be a more attractive investment at current valuations compared to SpaceX's high multiples.
May 29, 2026
SpaceX IPO: Great Business, Crazy Valuation?
Adam Khoo analyzes the potential IPO valuation of SpaceX, noting its high price-to-sales and price-to-EBITDA ratios even with aggressive forward projections. He questions whether the current valuation of $1.75 trillion is justified given the revenue and profit figures.
May 28, 2026
Is SpaceX Really Worth $2 Trillion?
The creator believes SpaceX is a phenomenal business with a wide economic moat, highlighting its four main divisions: Starlink (profitable satellite internet), launch services (80% market share), Starshield (secure satellite networks), and Starship (reusable rocket systems). With projected revenue growth and strong EBITDA, SpaceX is positioned for significant expansion.
May 27, 2026
SpaceX Stocks: You Can Invest In Them Soon
SpaceX is targeting an IPO in mid-2026 with a valuation between $1.75 to $2 trillion, making it the largest IPO in history. A significant portion of shares will be offered to retail investors, which raises questions about institutional interest. The IPO structure includes both primary shares for the company and vendor shares for insiders.
May 23, 2026
The New Fed Chair will Shock Markets!
The creator discusses the potential market impact of a new Federal Reserve Chairman, Kevin Warsh, who is expected to aggressively cut interest rates due to the AI revolution and its productivity boom. This policy shift could lead to structural deflation, benefiting growth and tech stocks like Nvidia, Google, Palantir, and Palo Alto, while potentially hurting other sectors if inflation remains sticky.
May 4, 2026
Stock Market too Expensive?
The creator discusses Warren Buffett's recent statements about the stock market being too expensive and his company holding a large amount of cash. The creator argues that Buffett's philosophy is not about predicting market crashes but about finding undervalued companies within his circle of competence, which he currently cannot find, especially in the technology sector. In contrast, the creator actively buys stocks daily, seeing opportunities that Buffett might miss due to his investment criteria.
Apr 21, 2026
Why I don't sell all my stocks on the "wave-up"
The creator explains why he doesn't sell stocks during market upturns, even when students suggest it. He argues that attempting to time the market by selling after a rise and buying back lower often leads to missing significant bull runs, a mistake he made early in his career. He advocates for holding onto great companies through market volatility to achieve greater long-term returns.
Apr 20, 2026
Why you should hold stocks for the long-term
Adam Khoo emphasizes the importance of long-term holding of quality stocks, using Amazon as a prime example. Despite significant drawdowns in its history, including a 95% drop from 1999-2001 and a 56% drop in 2022, holding Amazon has yielded substantial returns, significantly outperforming the S&P 500 over the long run.
Apr 16, 2026
Peter Lynch's Portfolio History
Adam Khoo discusses Peter Lynch's investment strategy, highlighting his impressive 29% annual growth rate over 13 years with the Magellan fund, outperforming the S&P 500. Khoo explains that Lynch's contrarian approach led to larger drawdowns during market downturns, a necessary price for buying undervalued assets and achieving long-term outperformance.
Apr 15, 2026
How my portfolio fared in previous bear markets
Adam Khoo shares his portfolio's performance over the last 7 years, showing a 267% gain compared to the S&P 500's 175%. He highlights that despite holding good companies, his portfolio experienced significant drawdowns during bear markets, including 36% in 2020, 26% in 2022, and 19% in 2015, emphasizing that such drops are normal.
Apr 15, 2026
The stock market has been choppy in the first quarter of 2026...
The creator discusses the choppy market in Q1 2026, noting that while the S&P 500 is down 9%, many tech stocks like Microsoft, Nvidia, Meta, and Palo Alto Networks are down double digits. The S&P 500 is being held up by energy stocks due to rising oil prices. The creator explains that their portfolio, which focuses on higher-growth sectors like healthcare, technology, financials, communication services, and consumer discretionary, has underperformed this year but expects these sectors to outperform the S&P 500 in the long run.
Apr 10, 2026
SpaceX IPO a Buy? Here are Better Alternatives!
The creator discusses the upcoming SpaceX IPO, noting its massive valuation and the breakdown of primary vs. vendor shares. While acknowledging SpaceX as a phenomenal business with a wide economic moat, particularly its Starlink and launch services, the creator expresses reservations about the IPO's risk-reward profile and lock-up period, suggesting better alternatives might exist for investors.
Mar 29, 2026
Are Stocks Cheap Enough? What I'm Buying
The creator analyzes the current market valuation of the S&P 500, noting that while the PE ratio is near the 5-year average, the PEG ratio suggests the market may be slightly undervalued. He observes that selling pressure is concentrated in certain sectors, while defensive and industrial stocks like Walmart, Coca-Cola, Pepsi, and Costco have performed well year-to-date.
Mar 28, 2026
Drawdown?!? Here is What I Am Doing.
The creator's investment portfolio is down 11% year-to-date, underperforming the S&P 500's 9% drawdown. This underperformance is attributed to a lack of energy stock holdings, which have been propping up the market. The creator explains their investment strategy focuses on communication services and consumer discretionary stocks for their higher growth potential, despite their current underperformance due to AI fears and geopolitical events. They plan to stick to their strategy, anticipating a mean reversion in market performance.
Mar 15, 2026
Stagflation Leading into a Bear Market? Prepare!
The creator discusses the stagflation narrative, noting that headlines about it appear frequently and do not reliably predict market movements. He analyzes historical oil price spikes and their link to recessions, concluding that current conditions do not meet the criteria for a recession caused by oil prices. He also touches on the Federal Reserve's potential actions and the current state of the US economy, suggesting the risk of recession is currently low.
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