Doing it right the 2nd time

27 Apr 2024
So I find myself back on this 15,000 km trip again but doing it right this time and certainly for the better. The premium economy seat from SQ felt like a business class one. This is especially so when compared to the previous year auto-assigned middle seat of a certain “US Airline” due to last-minute delay and changes.

27th – 29th Apr 2024
This time round, I allowed myself to “recuperate” from the jet-lagged by hanging around San Francisco Bay Area before the trip to Omaha. The sunshine in California is simply therapeutic and energising. Some places I visited include Apple Park, Costco and the Stanford University Campus.

30th Apr
The dreaded transit into Omaha feels like a long trip in itself after flying into Denver and then another flight into the holyland.

The second time was better because I had friends staying @ Airbnb, a rental car and many great tasty restaurants hopping.

The lecture provided by William Green on the late Charlie Munger was inspiring and there were many takeaways on how one can live a truly fulfiling life.

Yes, I did not wake up at 4am this time round. While the seating may not be as good, I would say 3 more hours of sleep is much better.

Took many photos at the fair and of course the best time to shop is definately while waiting for the AGM to start.

There was a moment when Warren spontaneously called out to Charlie after answering a question that made me realise Warren and Berkshire would be missing Charlie so very much.

Even the after events at the AGM were great. Invest in yourself 5k run by Brooks is one of them. It was a lovely morning run going pass some of prominent Omaha town venue.

Some of the Mungerisms quotes along the route to remind ourselves of Munger’s wisdom.


LATEST POSTS


  • The SRS Fund Mar 2026

    The SRS Fund Mar 2026

    It is an enduring market reality that a concentrated minority of holdings drives the vast majority of returns. For years, DBS (currently the largest individual holding at 20.6%) has served as the compounding engine of the SRS Fund.

    Read more

  • MyNest US Fund Mar 26

    MyNest US Fund Mar 26

    March shattered any lingering market complacency, pivoting sharply from the localized damage of the “SaaS-pocalypse” to a systemic shock driven by the war in Iran.

    Read more

  • The SRS Fund Feb 2026

    The SRS Fund Feb 2026

    The Singapore Budget 2026 has set a robust backdrop for local investors. For the third consecutive year, the government is operating from a position of immense “dry powder,” with an overall fiscal surplus of $8.5 billion projected for FY2026.

    Read more

  • MyNest US Fund Feb 26

    MyNest US Fund Feb 26

    February 2026 proved to be one of the most challenging months for our fund since its inception. A wave of “AI anxiety” swept through the Software-as-a-Service (SaaS) sector

    Read more

  • The SRS Fund Jan 2026

    The SRS Fund Jan 2026

    After a blockbuster 2025 that saw GDP growth hit a surprise 4.8%, the first month of 2026 has proven that the momentum is far from a fluke. Between record-breaking stock market performance and massive industrial investments, the “Little Red Dot” is making a very big noise.

    Read more

  • MyNest US Fund Jan 26

    MyNest US Fund Jan 26

    I have a confession to make. After reading Chip War at the end of 2022, I fully grasped the strategic importance of TSMC and ASML in the global semiconductor supply chain.

    Read more