To The Moon

When people ask how I became an investor, I tell them it was written in my stars - quite literally. Born into a family of stock market enthusiasts, I was reading stock tickers before I could read children's books. However, my real investment awakening came during my banking and finance studies at Nanyang Technological University, where I discovered equities and derivatives. That passion led me to win Singapore's national trading championship - a turning point that showed me my true calling wasn't just investing but teaching others how to invest wisely.

The Making of a Hybrid Investor

My approach blends Warren Buffett's fundamental analysis with global macroeconomic insights - a fusion born from my dual expertise in stock investing and forex trading. While I deeply admire Warren Buffett's focus on business quality, management, and financial ratios, I've learned that company fundamentals alone don't tell the whole story. The 2020 market crash taught me this lesson viscerally - even the strongest companies can tumble when macroeconomic tsunamis hit.

This realization shaped my unique checklist:

1. Business Quality (Buffett's domain)

2. Management Integrity (The human factor)

3. Financial Health (The numbers don't lie)

4. Global Macro Conditions (My forex-inspired addition)

Weathering Market Storms

The recent market turbulence has been particularly illuminating. Watching investors panic sell despite the lessons of 2008 and 2020 confirms a timeless truth: markets fluctuate, but human nature remains constant. My strategy during these periods? Become more active when others retreat. While I typically maintain a long-term portfolio, market crashes present rare opportunities to acquire quality assets at distressed prices.

Buffett's 2025 Meeting: What I'm Watching
As we approach this landmark Berkshire Hathaway meeting - potentially Buffett's last full participation at 94 - several themes demand attention:

1. The $300 Billion Question
   With Berkshire sitting on record cash reserves, will Buffett break his acquisition drought? His capital allocation decisions could signal his confidence in current market valuations.

2. Asia's Rising Star
   Will Berkshire deepen its Asia bet after spectacular gains from Japanese trading houses? I'm particularly interested in any subtle hints about Chinese A-shares following the BYD exit.

3. The Rate Cut Conundrum
   In a potential global rate-cut cycle, how will Berkshire adjust its massive bond portfolio? The answer could redefine "safe assets" for conservative investors.

My 2025 Investing Roadmap

Looking ahead, I'm focusing on:

• Quality Compounders: Seeking businesses with durable competitive advantages

• AI-Enabled Tech: Not all tech is equal - I'm selective about realistic AI adopters

• Continuous Learning: The market's best investors never stop being students

A Message to the Tiger Trade Community

If I could leave you with one piece of advice: Invest in yourself before investing your money. The majority treat the market like a casino, chasing hot tips without understanding why prices move. True investing mastery comes from:

• Studying business fundamentals

• Understanding economic cycles

• Developing emotional discipline

I appreciate Tiger Trade's visually intuitive platform that makes complex data accessible. As we navigate these interesting markets together, remember - the most profitable investments are often the ones that align with both corporate balance sheets and global economic tides.