
Learning from the Best
The best way to learn is by standing on the shoulders of giants. In the world of investing, few stand taller than Warren Buffett and Charlie Munger. Over more than 50 years, Buffett has grown Berkshire Hathaway’s market value at an average annual rate of 20.1%—a truly remarkable feat.
To put that into perspective, a $1,000 investment in Berkshire in 1965 would be worth over $39 million today. Their success wasn’t just luck. Many other value investors—often called the “Superinvestors of Graham-and-Doddsville”—have used similar principles to achieve outstanding long-term returns.
This blog is my space to share my journey as a value investor, applying the time-tested investment philosophy of these two legendary figures.
I will also be sharing insights into my retirement portfolio, the SRS Fund, which focuses on investments in the Singapore stock market. Each month, I’ll provide updates on the fund’s performance and any trades made along the way.
Beyond that, I’ll occasionally write about investment principles, lessons from great investors, and some fun facts about investing in general.
One important note: this blog is not about stock tips, market timing, or financial advice. Everything shared here is purely for educational purposes.
What I do hope is that my experiences and insights will help you refine your own investment approach, giving you practical ideas to apply on your journey.
Welcome, and happy investing!
LATEST POSTS
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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.
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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.
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The SRS Fund Dec 2025
If someone had told me at the start of the year that the Singapore stock market would deliver returns in excess of 20%, I would have shrugged it off as wishful thinking.
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MyNest US Fund Dec 25
MyNest US Fund rounded the first year of inception with a slight outperformance to our benchmark the S&P 500. The first year of operation tested to resolve in knowing what we own as we navigated volatility which started on Trump’s Liberation Day.
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The SRS Fund Nov 2025
If you’ve been watching the Singapore market this past month, the narrative has been impossible to ignore: it is a tale of three banks, and unfortunately for UOB, it has found itself lagging its peers.
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MyNest US Fund Nov 25
November tested the patience of the broader market, defined by a distinct shift in sentiment regarding Artificial Intelligence. The narrative of an “AI Bubble” finally took hold,
