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 2025

    The SRS Fund Sep 2025

    The Singapore market had been one of the most underperforming stock market in the world for the past 10 years. Since reaching a high of 3,900 in 2007, it took more than 12 years for this peak to be surpassed in 2025.

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  • MyNest US Fund Sep 25

    MyNest US Fund Sep 25

    MyNest US Fund is up 14.4% year to date, in line with the general US market. This performance was made possible by Google, as it single-handedly moved the needle for our fund.

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  • The SRS Fund Aug 2025

    The SRS Fund Aug 2025

    Singapore Banks, namely DBS, UOB and OCBC had a nice run up over the past 2 years as short-term interest rates heightened after record inflation due to record money printing during the Covid Pandemic

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  • MyNest US Fund Aug 25

    MyNest US Fund Aug 25

    I am happy to report that the fund has returned to keep pace with our benchmark the S&P500 index, despite it being structured to be a more resilient portfolio.

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  • The SRS Fund Jul 2025

    The SRS Fund Jul 2025

    The government drummed that a world class financial sector should include a vibrant stock market. In the month of July this was finally put into action as 2 funds were appointed to invest in the Singapore stock market.

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  • MyNest US Fund Jul 25

    MyNest US Fund Jul 25

    This earnings season has turned out rather well so far, as Google led the way to dispel investors’ concerns about its search monopoly. The company also made inroads into segments including cloud and YouTube.

    Read more