Olivia
Online
Chosen Capital
@therealoduwa
#forex, #stock, #commodity Investor since 2020. Fundr of DuasFarm ltd, Chosen Capital and Adullam Innovations, Prop Trader
Joined January 2017
260 Following
69 Followers
1.6K Posts
Pinned Tweet
“No generation has entered the world with more powerful tools ⚒️ or greater opportunities than you.”
— Jensen Huang
A new era is being built right in front of us.
Qullamaggie on Mental Strength Needed for Drawdown Periods
“People always see and remember when you have winning trades periods, but easily forget the mental strength you need to go through a drawdown. Yeah, absolutely.
Like March to September — you know that was a frustrating period. Just showing up every day with nothing to show for it… a lot of people can’t handle that.”
Trading Liquidity Is the Hidden Force Behind Every Major Market Move.
4: Probabilities Mindset:
𝗤: 𝗡𝗲𝘃𝗲𝗿 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗱𝗼𝘄𝗻, 𝗼𝗻𝗹𝘆 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝘂𝗽.
No, I never average. You should never average down, you should always average up. You should pyramid up, not down. If you pyramid down, you're gonna blow up sooner rather than later. That's just how it is.
Steve Jobs Understood Stock Options On A Level Most CEO’s Still Don’t:
"I always laugh at people who say "I've never met a rich technician" I love that! Its such an arrogant, nonsensical response. I used fundamentals for 9 years and got rich as a technician" ~ Martin S. Schwartz
At SMB Capital, traders who trade on a team perform the best. For many in the retail space, this concept is foreign.
So we went to MIA and met with our top trading team for the year. A team that produced ~$50m in trading profits in 2025. And we produced a Day in the Life video for the trading community.
We will release it on Thursday at 11 AM EST on the SMB Capital YouTube channel. We hope it shares the value of team trading.
"If most traders would learn to sit on their hands 50 per cent of the time, they would make a lot more money." ~ Bill Lipschutz
Do not cast your precious things to swine.
The Founder of IBD Shares His Greatest Investing Lessons in 22 Minutes
Sat down with a liquid billionaire yesterday.
His best advice for every business owner: Hire a “send and delete” person.
You fire off the request → immediately delete the task from your brain. They handle it. No follow-ups. No mental overhead. Once you hit send, you consider it done.
If you ever have to remind them? They’re not an asset; they’re slowing you down and stealing your bandwidth. Fire and move on as quickly as possible.
This one hire changed how he scales everything. Hope this helps anyone who needs it!
If you didn't agree that there's cycles where generational wealth is made via trading.. and not every month or every year is a prime opportunity to be active... I don't want to hear about you struggling in consolidating markets.
Your need to make money all the time is the reason you aren't making progress.
Value Investing is NOT Dead. Here is the Proof.
There is a narrative going around that value investing is dead. That buying great businesses at a discount and holding them no longer works. That the only way to beat the S&P 500 today is to buy whatever is going up and pray.
Terry Smith, the man they call the "British Warren Buffett," has spent 15 years preaching one gospel: buy high-quality companies, don’t overpay, and do nothing. It worked brilliantly for over a decade. Then it stopped.
His Fundsmith Equity Fund has now underperformed the S&P 500 over 1, 3, 5 and 10 years. Over the last 5 years, Fundsmith compounded at roughly 3.7% a year while the S&P 500 ($SPX) compounded at around 14.4% a year.
So what did he do? He capitulated. He admitted he is now factoring momentum into his decisions…buying stocks because they are popular and going up, instead of buying quality businesses when they are cheap.
It is not just Terry Smith. Warren Buffett’s own Berkshire Hathaway has compounded at roughly 12% a year over the last 5 years, behind the S&P 500’s 14.4%. Chuck Akre, one of the finest compounders of his generation, has seen his Akre Focus Fund lag badly too, returning around 10% annualised over 5 years.
When the three most respected value investors on the planet all trail a passive index fund, of course people think value investing no longer works
I am living proof that value investing still works… WHEN IT IS APPLIED CORRECTLY
Over the last 7 years, from 2019 to 2026, my portfolio has gained 280.41%, way outperforming the S&P 500. Year-to-date in 2026, my portfolio is up 13.81%, ahead of the S&P 500’s 10.2%.
I did not do this by chasing momentum. I did it by buying great businesses at a discount…the exact strategy everyone is now declaring dead.
It is Not the Concept That is Broken. It is the Definition.
The problem was never value investing. The problem is how most value investors DEFINE value investing. Here is where my approach is different.
1. Cheap is not a low P/E. Cheap is price below intrinsic value.
Traditional value investors screen for low P/E and low P/B ratios and call that "cheap." As a result, they missed some of the greatest businesses of our lifetime, like Nvidia (NVDA), Amazon (AMZN), Palo Alto Networks (PANW), Broadcom (AVGO), all because the P/E looked "too high."
To me, a stock can be undervalued at a P/E of 50 if the earnings growth justifies it. And a stock at a P/E of 3 can be expensive if the earnings are collapsing. When I bought NVDA in 2022 at around $15 (post-split price), the P/E was 50x and every classic value investor called it expensive. My Intrinsic value calculator (based on Discounted Cash Flows) told me it was cheap. My calculator was right.
2. Quality comes before valuation. Always.
The single most important thing when I pick a stock is that the business is excellent… high ROE, high ROIC, and a strong economic moat. No matter how "cheap" a stock looks, I will not touch it if I do not believe the moat can last.
This is why I avoided PayPal (PYPL) even when it was trading at a single-digit P/E and other value investors were screaming buy
3. I combine technical analysis with fundamental analysis.
Most value investors don't look at a chart. I do the opposite. Once I have found a great business at an undervalued price, I add shares only when price action reaches technical support… swing lows and key moving averages. If a stock is in a clear downtrend, I wait for a price-action sign of a potential reversal before I add.
4. I use options to turbocharge returns.
I sell cash-secured puts and covered calls (on lower growth stocks) to generate extra premium income every single month. It lets me get paid to buy stocks I already want to own at lower prices, and paid again to hold them.
The Bottom Line
Value investing, applied correctly, is still the safest and most profitable way to invest in the stock market. Buying great businesses at a discount to their intrinsic value will continue to beat the S&P 500 for decades to come.
This is exactly what I teach in my Whale Investor Course, and my students can watch precisely how I invest every single day through my Ultimate Investors Playbook (UIP). The StockOracle app I developed lets me analyse everything I need to know about a stock in under 5 minutes.
Go to https://t.co/dsXtYvmp5n to find out more. Up to 50% off Courses for a limited time >>> [ https://t.co/f1KakWW6ll ]
![adamkhootrader's tweet photo. Value Investing is NOT Dead. Here is the Proof.
There is a narrative going around that value investing is dead. That buying great businesses at a discount and holding them no longer works. That the only way to beat the S&P 500 today is to buy whatever is going up and pray.
Terry Smith, the man they call the "British Warren Buffett," has spent 15 years preaching one gospel: buy high-quality companies, don’t overpay, and do nothing. It worked brilliantly for over a decade. Then it stopped.
His Fundsmith Equity Fund has now underperformed the S&P 500 over 1, 3, 5 and 10 years. Over the last 5 years, Fundsmith compounded at roughly 3.7% a year while the S&P 500 ($SPX) compounded at around 14.4% a year.
So what did he do? He capitulated. He admitted he is now factoring momentum into his decisions…buying stocks because they are popular and going up, instead of buying quality businesses when they are cheap.
It is not just Terry Smith. Warren Buffett’s own Berkshire Hathaway has compounded at roughly 12% a year over the last 5 years, behind the S&P 500’s 14.4%. Chuck Akre, one of the finest compounders of his generation, has seen his Akre Focus Fund lag badly too, returning around 10% annualised over 5 years.
When the three most respected value investors on the planet all trail a passive index fund, of course people think value investing no longer works
I am living proof that value investing still works… WHEN IT IS APPLIED CORRECTLY
Over the last 7 years, from 2019 to 2026, my portfolio has gained 280.41%, way outperforming the S&P 500. Year-to-date in 2026, my portfolio is up 13.81%, ahead of the S&P 500’s 10.2%.
I did not do this by chasing momentum. I did it by buying great businesses at a discount…the exact strategy everyone is now declaring dead.
It is Not the Concept That is Broken. It is the Definition.
The problem was never value investing. The problem is how most value investors DEFINE value investing. Here is where my approach is different.
1. Cheap is not a low P/E. Cheap is price below intrinsic value.
Traditional value investors screen for low P/E and low P/B ratios and call that "cheap." As a result, they missed some of the greatest businesses of our lifetime, like Nvidia (NVDA), Amazon (AMZN), Palo Alto Networks (PANW), Broadcom (AVGO), all because the P/E looked "too high."
To me, a stock can be undervalued at a P/E of 50 if the earnings growth justifies it. And a stock at a P/E of 3 can be expensive if the earnings are collapsing. When I bought NVDA in 2022 at around $15 (post-split price), the P/E was 50x and every classic value investor called it expensive. My Intrinsic value calculator (based on Discounted Cash Flows) told me it was cheap. My calculator was right.
2. Quality comes before valuation. Always.
The single most important thing when I pick a stock is that the business is excellent… high ROE, high ROIC, and a strong economic moat. No matter how "cheap" a stock looks, I will not touch it if I do not believe the moat can last.
This is why I avoided PayPal (PYPL) even when it was trading at a single-digit P/E and other value investors were screaming buy
3. I combine technical analysis with fundamental analysis.
Most value investors don't look at a chart. I do the opposite. Once I have found a great business at an undervalued price, I add shares only when price action reaches technical support… swing lows and key moving averages. If a stock is in a clear downtrend, I wait for a price-action sign of a potential reversal before I add.
4. I use options to turbocharge returns.
I sell cash-secured puts and covered calls (on lower growth stocks) to generate extra premium income every single month. It lets me get paid to buy stocks I already want to own at lower prices, and paid again to hold them.
The Bottom Line
Value investing, applied correctly, is still the safest and most profitable way to invest in the stock market. Buying great businesses at a discount to their intrinsic value will continue to beat the S&P 500 for decades to come.
This is exactly what I teach in my Whale Investor Course, and my students can watch precisely how I invest every single day through my Ultimate Investors Playbook (UIP). The StockOracle app I developed lets me analyse everything I need to know about a stock in under 5 minutes.
Go to https://t.co/dsXtYvmp5n to find out more. Up to 50% off Courses for a limited time >>> [ https://t.co/f1KakWW6ll ]](https://pbs.twimg.com/media/HNPezZxbsAA0hWl.jpg)
How many really great trading days do you have per year?
Maybe 20? Maybe 40 at the most?
If you’re relying on great trading days to feel motivated, rather than building a process you enjoy… it’s going to be a really long road ahead.
The Oracle as a Teacher: Warren Buffett’s 1992 Omaha Press Club Address:
Warren Buffett Reveals the Principles Behind Success
Larry Williams Reveals How to Trade Alongside Smart Money
When Market Is Trending Down:
👇
Mark Douglas:
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