Adam Khoo, Geylang Serai (2026)

12/10/2026

Goldman Sachs added about 4.89 million Nike shares in Q2. That's roughly $200 million worth. 👟

Then, this week, Goldman's own analysts downgraded Nike to Sell. 🤔

Here's what the filing shows:

📊 Goldman held 7,567,041 shares at the end of Q1
➕ It added 4,886,103 shares in Q2, a 64.6% increase
💰 Total position: 12,453,144 shares, worth about $511 million at June 30

Before reading too much into it, here's how 13F filings work:

🗓️ They show holdings at quarter-end and can be filed up to 45 days later. These are June 30 positions, and Nike is down roughly 16% since then.

⚖️ The stake is small for Goldman, about 0.04% of its reported 13F portfolio.

🏦 A large bank's 13F can include shares held for clients, trading or hedging, so it may not reflect a view on the stock.

Meanwhile, Goldman's research team moved Nike from Neutral to Sell, with a new price target of $27.50. It expects revenue pressure to last through fiscal 2028, with little help from Nike's restructuring plan until fiscal 2029.

The stock now sits over 80% below its all-time high, at prices last seen around 2013.

So which signal deserves more weight: the filing or the fundamentals?

🔎 Dig into Nike's fundamentals on StockOracle™ before forming your own view.
[ https://bit.ly/4y1NsuV ]

Past performance is not indicative of future results. For educational purposes only. Not financial advice.

09/10/2026

After a strong rally. Singapore Banks like OCBC (O9) are going through a much needed, healthy correction.

Great business always go up in the long run, but they do not go up in a straight line. They go through wave up and wave down patterns.

From the chart, you can see that OCBC is way overvalued, above even the intrinsic value of $22.38 (calculated by multiplying current book value with adjusted P/B of 1.63 (based on normalised ROE and 9% cost of equity). Price has gone vertical, overextended above the moving averages.

As a long term investor in the 3 banks, I just hold through the ups and downs and collect juicy dividends (now over 20% yield on my cost basis). Will not add more until it gets back below fair value again (no idea when this will happen though)

03/10/2026

About 3% of US consumers currently PAY for an AI service

That is roughly where the personal computer stood in 1983, home internet in 1995 and the smartphone in 2006. We are still in the EARLY INNINGS of adoption

Things moved extremely fast after that point. Home computers jumped to 8% of US households in 1984 and to 51% by 2000, Smartphones went from 4% of mobile users in 2006 to a majority by the end of 2012. Consumer AI is still in its early innings.

Unfortunately, being early on adoption is very different from being right on the stock. While the Internet was revolutionary, MOST of the dot-com darlings were wiped out because investors paid ANY PRICE for anything with ".com" in its name, espeically those with zero profits.

So the adoption curve tells you where the growth will be, while the cash flow, economic moat and the price you pay decides whether you make money. This is why I only buy wide-moat businesses turning AI into growing free cash flow, and only at or below intrinsic value.

The wave is real BUT...Choose your surfboard carefully!
www.stockoracle.com

02/10/2026

Meta jumped 11.4% in a single session.
After roughly going sideways since the start of the year.

So what happened?
Muse, Meta's personal AI agent.
Launched September 8 has hit #1 on both Apple's US App Store and Google Play.
With a reported 902,000 downloads in its first six days.

Wells Fargo also lifted its target for Meta.

Just six months ago the market punished Meta for AI spending.
The stock hit a 52-week low.
Capex was the bear case.
Now capex became the bull case.
All these while, OracleIQ™ stayed consistent.

🤔 What's your read?
Did Meta's business change this month, or did the market just change its mind about the same set of facts?

Try StockOracle™ For Free.
✅ Start your 7-Day Free Trial >>> [ https://bit.ly/3VXsJem ]

02/10/2026

Nike's North America sales grew 2% last quarter. In Greater China, revenue fell 22% year over year. 👟

That gap sits at the center of Nike's latest earnings.

Greater China revenue dropped to $1.18 billion, and the decline was broad:

Footwear: down 22%
Apparel: down 23%
Equipment: down 15%

On a currency-neutral basis (removing the effect of exchange rates), the drop was even steeper at 26%.

Profits took a bigger hit. Greater China EBIT (earnings before interest and taxes, a measure of operating profit) fell 34%, from $377 million to $248 million. Management acknowledged there is still "more work to do" as it repositions the business there.

This matters because China has been a key part of Nike's growth story. Last quarter, it was one of the biggest drags instead.

Company-wide, revenue fell 4% to $11.2 billion, even as gross margin improved to 42.8%.

So the question for investors now: can Nike restore growth in China, or will weakness there keep weighing on its turnaround?

🔎 Want to research stocks faster and with more clarity?

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For educational purposes only. Not financial advice.

01/10/2026

Any of you have friends like this?

01/10/2026

Some investors are freaking out over the US treasury yield rising above 5%. Is it way too high? if you look at the last 73 years, the average (mean) 10Y yield was at 5.52%. So, we are still below the long term average.

Will high yields crash the stock market? Well, if you look at the data since 1950s, there is no clear correlation between stock market returns and average 10 Year yields

In the 1990s, when the average yield was 6.7%, stocks gained 18.2% annually. In the 1960s, when the average yield was 4.7%, stocks gained only 7.8% annually.

30/09/2026

It’s finally officially here. 🚀

The new StockOracle™ 2.0 features are now live and available to all users, including those on the 7-day free trial.

My team and I have added 4 powerful new tools to help you research the market faster and uncover investment opportunities you may otherwise miss:

🔎 Stock Screener — Filter through hundreds of stocks based on the criteria that matter to you.

💡 Investing Ideas — Discover stocks that have been specially screened and curated by the StockOracle™ team.

🎯 Value Radar™ — Scan the entire S&P 500 at a glance and quickly spot stocks trading significantly below their estimated intrinsic value.

🔥 Interactive Heatmap — Get a clear visual overview of where strength, weakness and opportunities are showing up across the market.

If you’ve been holding out on subscribing because you were waiting for more powerful screening and idea-generation tools, these new features could be exactly what you were looking for.

You can now experience the full StockOracle™ platform yourself with a **7-day free trial**.

✅ Click the link below to start your free trial today:
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28/09/2026

Hi guys, some of you would know that after a 13 year hiatus, I am now writing a brand-new book “ Beat the Market, Win Your Freedom”- How Ordinary Investors Can Win in the Age of A.I. (working title) and is due to be launched early next year

The Manuscript script is almost finished and I am leaving a section specially for all my students and subscribers.

If you would like to contribute your sharing, experiences and results of how my teachings have helped you to become a better investor, do send me your comments to [email protected]

do you include your name, occupation and country of residence and age (women can be creative about this)

This will probably be the last book that I write so its going to be the best one ever! 😎

24/09/2026

People thought Mark Zuckerberg was crazy when Meta paid Alexandr Wang $5 billion to be Meta’s Chief AI Officer.

At the time, the price looked outrageous.

Fast-forward to today: Meta’s new AI products developed under Wang’s leadership have added roughly $200 billion in market value.

Suddenly, paying billions to secure world-class talent doesn’t look quite so crazy.

That’s how great entrepreneurs think.
The question isn’t:” How much does this person cost?”The question is: “How much value can this person create?”

If someone can help you create $10 billion in value, paying them $1 billion can be an absolute bargain.

And the same principle applies if you are an employee.

If you want to earn a higher salary, don’t just ask, “How can I get paid more?”

Ask yourself: “ How can I create so much more value for the company that they would be happy to pay me more?”

If you want to be paid $1 million a year, start thinking about how you can develop the skills, capabilities, relationships and judgment to create $10 million or more value for your company.

Don’t focus only on increasing your income. Focus on increasing your value.

When the value you create grows dramatically, your earning power will naturally grow with it.

Adam Khoo

12/10/2026

09/10/2026

03/10/2026

02/10/2026

02/10/2026

01/10/2026

01/10/2026

30/09/2026

28/09/2026

24/09/2026

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