Charlie Munger & Warren Buffett

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


  • The SRS Fund Sep 2026

    The SRS Fund Sep 2026

    Sep brought a modest recovery in the SRS Fund, but it also left me thinking more carefully about how much of Singapore’s current economic and market strength is connected to the AI investment cycle.

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  • MyNest US Fund Sep 26

    MyNest US Fund Sep 26

    The month of Sep brought together two developments that matter to our portfolio: Further progress in the field of AI and a sharp increase in long-term interest rates.

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  • The SRS Fund Aug 2026

    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.

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  • MyNest US Fund Aug 26

    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?

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  • The SRS Fund Jul 2026

    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.

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  • MyNest US Fund Jul 26

    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.

    Read more