WELCOME!
Investment is most intelligent when is most businesslike
~ Benjamin Grahm
Using the ideas and wisdom from Warren Buffett and Charlie Munger, I try to navigate the different terrains of the investing landscape.
LATEST POSTS
-
The SRS Fund Aug 2026
Aug’s economic update provided another reminder of how closely Singapore has become connected to the global investment in AI and semiconductors.
-
MyNest US Fund Aug 26
The idea behind the “SaaSpocalypse” was simple: if artificial intelligence could write software, generate content and complete business tasks, what would happen to the software companies charging customers to do those things?
-
The SRS Fund Jul 2026
For much of 2026, the market’s attention has been firmly fixed on AI, semiconductors and anything connected to the massive build-out in computing infrastructure.
-
MyNest US Fund Jul 26
After spending a long period watching the artificial intelligence infrastructure build-out from the sidelines, we finally decided to join the party—albeit cautiously.
-
The SRS Fund Jun 2026
The month of Jun provided an important milestone in the Iran conflict. The agreement between the United States and Iran marked a significant step towards reducing geopolitical tension and reopening a clearer path for global energy flows
-
MyNest US Fund Jun 26
June was another remarkable month in the evolution of the global capitalism and the artificial intelligence investment cycle.
MYNEST.SG 