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
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Changing My Mind
Well I need to really walk back on my words with this update. As in my previous post I mention it will not be meaningful to track the SRS Fund on a monthly basis.
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Is this a Sucker Rally?
The stock market rally which begin in Jan of 2023 seem more driven by emotional factors than macro trends. While all signs points to lower inflation (main trigger for last year selloff)
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The SRS Fund Dec 2022 Update
While reviewing on the topic to share the year, all the stars seems to align and invariably point back to this recent memo by Howard Marks.
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The SRS Fund Nov 2022 Update
Does low interest rates cause inflation or inflation brings about higher interest rates?
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The SRS Fund Oct 2022 Update
The SRS fund is constructed base with a focus on financial and real estate sector using a diversified portfolio of stocks with good long term fundamentals.
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The SRS Fund Sep 2022 Update
Cash is often much under appreciated in the topic of investment. However one should carefully consider cash as an integral part of your portfolio management.
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