
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 Jun 2025
Cash savers will know that it is increasingly difficult to get a decently high interest rate in the mid of 2025. It was not long ago that yields on T-bills and high savings accounts, etc, were giving out in excess of 3% in returns.
-

MyNest US Fund Jun 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
-

The SRS Fund May 2025
Singapore has a vibrant local food & beverage industry. From local hawkers to upscale Michelin-star restaurants, there is no shortage of options for local consumers to indulge. However, in recent times, the industry as a whole is facing multiple challenges simultaneously.
-

MyNest US Fund May 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
-

The SRS Fund Apr 2025
How will Trump’s tariffs affect Singapore and the rest of the world? Initially, Mr Market said it would be a full-blown trade war, then he changed his mind and is calling bluff on Trump.
-

MyNest US Fund Apr 25
The month of April will likely go down in history as one of the most significant as the United States abandoned the World Trade Order that it painstakingly built since the 2nd World War.
