Guru Ma Cucumber
286 posts


@DRTnky The more he cry’s, the more expensive the COE becomes
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@KobeissiLetter Where is your news source coming from? I am curious
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BREAKING: Iran's Speaker of the Parliament Ghalibaf says President Trump made "seven claims in one hour, all of which were false."
Speaker Ghalibaf says:
1. The US "did not win the war with these lies, and they will certainly not get anywhere in negotiations either"
2. "With the continuation of the US blockade, the Strait of Hormuz will not remain open"
3. Passage through the Strait of Hormuz will be conducted based on the "designated route" and with "Iranian authorization"
4. "Whether the Strait is open or closed and the regulations governing it will be determined by the field, not by social media"
5. "Media warfare and engineering public opinion are an important part of war, and the Iranian nation is not affected by these tricks"
This statement came after markets closed for the weekend, following the S&P 500's fastest recovery since 1982.
We expect to receive a US response soon.
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@adamkhootrader Your recommended tennis ball stocks all become rotten eggs
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Cybersecurity stocks are dropping pre-market today (March 27, 2026) primarily due to a major data leak exposing details about Anthropic’s unreleased “Claude Mythos” AI model, which the company itself describes as posing “unprecedented cybersecurity risks.
Another irrational selloff presenting investors an opportunity
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@adamkhootrader I am scared..all your recommendations have gone kaput..maybe AI is a real killer of software
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Anthropic's Claude Cowork and Code Security has wrecked havoc on not just software stocks, but also financial analytics, cybersecurity and even payment technology companies.
High quality compounders like Mastercard ($MA), Palo Alto ($PANW), Visa (V), S&P Global ($SPGI) and Microsoft ($MSFT) are down double digits. Is this the end of these great companies or another great opportunity to buy them because of irrational fears? Find out in this video
youtu.be/QH0xzqq067I?si…

YouTube
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@adamkhootrader What happened to your recommendation of NVO? It went kaput
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A recent Doom and Gloom article written by Citrini has caused panic in financial markets by predicting that a large percentage of white collar workers will be replaced by AI in the next few years causing massive unemployment and a severe recession..
My 4 companies (Adam Khoo Learning technologies Group, PiranhaProfits, Growth Catalyst and AKtivate Education) are extensive users of AI (Generative and Agentic).
Today, I asked my Group CEO as well as the MD of PP whether we will be reducing our headcount over the next 3 to 5 years since we are getting more productive. They both told me that they see our headcount rising as our businesses grow.
So, I do not really buy the idea that AI will displace the majority of white collar jobs as the article suggests..Unless my business is so different from others. For those of you who are business owners, I would love to get your input as well.

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@adamkhootrader Adam Sifu, your Copart and Novo seems cooked.Your analysis abit skewed recently leh..I hold you in high regards.You made me what I am today …A successful trader and investor
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Why the BDC Selloff Is a Narrative Problem, Not a Fundamental One. $OBDC
There's been a lot of fear around Blue Owl and the BDC space this week. I want to cut through the noise for our community.
OBDC II — a private, non-traded fund — stopped quarterly redemptions. The media called it a crisis. But the reality is much simpler: this was a mature fund reaching its end of life, and investors were redeeming at full NAV to buy the same loans on the public market at a 20% discount. It was an arbitrage play, not a run on bad credit.
Blue Owl's response actually proved the loan book is rock solid — they sold $1.4B of loans at 99.7% of par to major pension funds, with demand far exceeding supply.
OBDC's fundamentals remain strong: non-accruals fell to 1.1%, portfolio companies are growing revenue and EBITDA, Moody's upgraded the credit rating, and management just executed their largest-ever buyback.
Don't let headlines shake you out of quality positions. This selloff is an opportunity, not a warning.
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In this video, I will focus on the 6 Investment Mega Trends that are poised to deliver double-digit growth over the next decade
These mega trends help me to determine which stocks to build into my portfolio in order to beat the market over the long term.
Find out how you can invest in the highest quality stocks in AI, Robotics, Healthcare & Longevity and the Space Economy etc...
youtu.be/mS_GuZImYlg?si…

YouTube

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The Stock Market is going through a pullback right now (a wave down, after a wave up) and if you are an investor, you are probably seeing a drawdown in your portfolio. How you feel and how you react to portfolio drawdowns will determine how profitable you will be in the long term. Here are a few useful psychological tips
1) No matter how great an investor you are, you will experience your portfolio value going through temporary drawdowns. Legendary investor Peter Lynch who achieved +604% return in his 13-year career (beating the S&P 500 by 3X) saw his portfolio drop 27% to 56% several times throughout the process. Even the most skillfull pilot in the world cannot avoid turbulence.
If you accept the fact that the temporary market declines and portfolio drawdowns are part of the investing journey and you have no control over when they are going to happen, you will stay calm and relaxed
2) Remember that the current market price of a stock does not always reflect the actual value of the underlying business. In the short-term, prices are driven by market maker manipulation, high Frequency Algo trading, forced selling by brokers on leveraged accounts, panic selling etc…
For example, in a market selloff, a high-quality business like Amazon (AMZN) may see its stock price sell 20% to 30% lower. However, the business itself has not changed. It’s making the same revenue, profits and free cash flow. Its intrinsic value is the same as it was a week ago. Intelligent investors focus on the value of the underlying business and not the temporary mis-priced manipulated stock price.
If you hold a high-quality business and crazy Mr market decides to sell it at 25% lower the next few days because he’s having a panic attack, you have NOT lost anything unless you are crazy enough to sell it together with him
3) Focus on where the value of your investment portfolio will be in 3 to 5 years (or more). If you are invested in HIGH QUALITY businesses, you should expect that your portfolio will double in value in 3 years (24% annualised) to 5 years (15% annualised). In 10 years, your portfolio should be 4X to 9X more than the value today.
When you focus on the destination, the temporary downs in price should not bother you at all. In fact, you should be looking at it as a chance to add more to your portfolio. When the pilot knows that he will eventually land at his destination, he does not freak out over the turbulence.
4) Your words affect your thoughts and your thoughts affect your emotions and actions. Avoid using words like ‘ blood bath’, ‘I lost $XXX”, ‘ Portfolio bleeding’. These words create negative emotions as they assume that you have lost something and that your investments are declining in value
5) Avoid saying ‘ I should have sold before the drop’. There is no way to consistently predict short term price moves in the market. By entertaining this thought, you will likely sell in panic whenever stocks start to dip down slightly or when a market ‘expert’ predicts a drop in the future. As a result, you will never stay invested in the markets long enough to compound your wealth.
6) Use temporary stock market corrections to add more shares to high quality businesses that you want to own more of. You can never predict how long a correction will last or when the exact bottom is. So, it is best to buy in small tranches to average in your position until it’s fully allocated into a well-diversified portfolio.
If you are already fully allocated and/or you have no more cash to deploy, IGNORE the temporary market price and go watch a movie on Netflix instead. Come back a few weeks or months later and you would have likely forgotten that a market correction even occurred.
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