What Adam Khoo said in this video:
- Otherpositive for stockslong-termWith advanced AI and hacking, all companies need advanced cyber security, making it a very strong secular investment theme that will do well over the long run; the host holds these positions for the long term.Source
- BKNGneutralBKNG's fundamentals are still good; the share price fell due to concerns that AI agents may disrupt its business model, not because fundamentals declined. The host bought near the COVID bottom, has huge profits, already sold half at the high, and will not sell the remainder.Source
- Otherpositive for stockslong-termLVMH's revenue and profit decline is a short-term cyclical macro issue; its core economic moat is still there, and once the cycle shifts revenues and profits will grow again and it will come back strongly, so the host holds.Source
- CPRTbullishlong-termCPRT's revenue and profit decline is a short-term cyclical issue; its core economic moat is still there, and once the cycle shifts it will come back strongly, so the host holds.Source
- POOLbullishlong-termPOOL's revenue and profit decline is a short-term cyclical issue; its core economic moat is still there, and once the cycle shifts it will come back strongly, so the host holds.Source
- NKEneutrallong-termNike's business is fixable but will take longer than expected; the new CEO's focus areas are growing double digits, but the lifestyle division is still dragging, and it will take one to two years to fix, so the host is not adding.Source
- CRWDbullishlong-termAlthough CRWD is overvalued short term, over the next three to five years it is expected to double and triple or more, so the host is holding for the long run.Source