This article is an update of my personal portfolio as of Sept 30, 2026. My YtD portfolio return was 10.5%.

...... it leaves me wondering about the point of it all. Why write about investment ideas and portfolio construction if we are all doomed anyway? AI destroying mankind certainly shortens the investment horizon!

This article looks at the investment philosophies of two companies – Berkshire Hathaway (BRK) and Michael Burry's Scion Asset Management. What ties them together is their focus on value, although the change in leadership at Berkshire is raising some concerns that Berkshire's decades-old value philosophy might be changing.

This article provides an early-week update on the highly volatile and under-pressure semi-conductor sector, as well as the Mag 7 stocks with AAPL, AMZN, META and MSFT reporting earnings this week. It also looks at SpaceX (SPCX), which is well below its IPO price and falling like a stone.

This article takes a look at my portfolio performance in the second quarter 2026.

This article looks at the semi-conductor value chain and explores the opportunities for investors. It's not easy to evaluate many of the companies, and the valuations are stretched already.

This article is the third update of an article I originally penned in March 2022, examining the long-term return of US stocks. The short answer to the question "do stocks always go up" is a resounding "yes", so long as the holding period is long.

This is an update of my 1Q2026 portfolio performance. My all-in return was nil, which was not disappointing (to me at least) given the performance of assets prices in March, following the beginning of the US-Israel war against Iran.

This article is an update of my personal portfolio at year-end 2025. My blended full-year return for 2025 across my portfolio (excluding alternative assets) was 17.1%. It helped being in the right names, a combination of a bit of skill and experience, and a lot of luck.