
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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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.
