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Berkshire Hathaway
Tong's Portfolio
Part 2 — Investing is always about valuations based on intelligent and rational assumptions
Making money from investing is a highly competitive business; what’s cheap is usually cheap for a reason.
December 12, 2024
Tong's Portfolio
Investment philosophy of Tong’s Portfolio: Part 1 — Management integrity and capability
The late Charlie Munger once said: “Trustworthiness and soundness of mind are essential to longer-term growth.”
December 05, 2024
Tong's Portfolio
Tong’s Absolute Returns Portfolio outperformed with 14.9% gain in six months despite lower risks (beta)
The recent rally has made Tencent Holdings the best-performing stock in the portfolio, up 64.9% since our acquisition.
October 03, 2024
Tong's Portfolio
Time in market, not timing the market — Tong’s Absolute Returns Portfolio
Why China but not India, yet
March 27, 2024
Commodities
Did Munger miss a trick by avoiding silver?
Holding gold as a hedge is a familiar story. The case for silver is even better
January 04, 2024
Company in the news
Buffett's cash pile hits record US$157 bil amid scarce deals
The hoard — which Berkshire has largely parked in short-term Treasuries — hit its highest level since the third quarter of 2021.
November 04, 2023
Battle of the Portfolios
Deep Deep loses to the Oracle of Omaha
We still want to beat the elusive Warren Buffett’s record
August 10, 2023
Battle of the Portfolios
Deep Deep faces up to mega challenge from Buffett via Apple
Deep Deep is not the indestructible Terminator. Like Arnie, it can be beaten
July 06, 2023
US stocks
Can Warren Buffett save Paramount Global?
Though Buffett has a reputation for being a patient investor, he can be ruthless
May 11, 2023
US Economy
Warren Buffett predicts earnings decline at Berkshire units
Berkshire is often seen as a proxy for economic health owing to the expansive nature of its businesses
May 07, 2023