Breaking: President Trump has disclosed more than 1,000 trades in June totaling up to $263M
Recent purchases include: • Visa, $Visa(V.US), Berkshire Hathaway, $BRK.B, Mastercard, $Mastercard(MA.US), and Cintas, $Cintas(CTAS.US)What's on your mind?
Breaking: President Trump has disclosed more than 1,000 trades in June totaling up to $263M
Recent purchases include: • Visa, $Visa(V.US), Berkshire Hathaway, $BRK.B, Mastercard, $Mastercard(MA.US), and Cintas, $Cintas(CTAS.US)$Apple(AAPL.US) Apple has been Berkshire Hathaway's largest holding for a long time, even though the conglomerate has trimmed its position in the iPhone maker in recent years (but not during the second quarter). Buffett once said that Apple is probably the best business in the world. That's high praise, and it's entirely warranted. Apple generates consistent earnings and cash flows thanks to its popular devices, especially the iPhone. The iPhone almost functions like a subscription that hundreds of millions of people renew every few years. Apple's customers are highly loyal. Because the iPhone has unique features and ways to interact with other devices within the company's ecosystem -- not to mention the large amount of data that is a pain to transfer to a competitor's platform -- Apple boasts a wide moat from high switching costs.The company still has significant growth opportunities. For instance, Apple has been integrating artificial intelligence (AI) features to improve its devices. This could help increase renewal rates and even bring new people into its ecosystem. Apple has an advantage, as it boasts more than 2.5 billion active devices in circulation, enabling it to distribute AI services very rapidly, including via software updates. With Apple now well positioned to finish the year strongly amongst the Mag 7 companies, I'm holding on to my current shares and perhaps look to add if it does pull back more. @Captain's Treasure

A 13F is a photo taken 45 days ago, half cropped out, with makeup on. The information dividend lasts about two days — and it's long gone.
Breaking: Berkshire Hathaway just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FTop 10 positions:• Apple $Apple(AAPL.US) (22.0%)• American Express $American Express(AXP.US) (17.1%)• Coca-Cola $Coca Cola(KO.US) (10.9%)• Alphabet Class A $Alphabet(GOOGL.US) (9.4%)• Bank of America $Bank of America(BAC.US) (9.2%)• Chevron $Chevron(CVX.US) (4.7%)• Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)• Chubb $Chubb(CB.US) (3.9%)• Moody's $Moodys(MCO.US) (3.7%)• Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)New positions:• $D.R. Horton(DHI.US) (toehold, $580K)Full exits:• $Constellation Brands(STZ.US) (Constellation Brands)Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirelyI think STI will continue its rally with bank displaying an increasing amount of income coming from wealth management as wealth come into SG from unstable geopolitical landscape. On a technical POV, price did breakout of a 17 year range so I expect price to head up higher, people forget there are ‘dead decades’ in the S&P as well
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Breaking: Michael Burry claims "I do not find Berkshire an attractive investment going forward"
Stating the new CEO, Greg Abel, is too old and otherwise not Warren [Buffett]SG’s *$SentinelOne(S.US)TI.SG* hitting 9 straight weekly gains with *$DBS.D05.SG* leading shows real strength. US jobs miss fuels Fed cut bets, pushing *$SentinelOne(S.US)&P 500(.SPX.US)* to records. Berkshire pausing sales adds confidence.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
The markets did well consolidating into the weekend after a good rally. If we keep getting shallow pullbacks, they look good for a sustained rally.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Berkshire Hathaway seems to be going all in on Google with their large purchases of Alphabet shares recently, making Google their top 5 holdings in their portfolio. I agree with them, holding Google for the long term could work out nicely.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Wonder on Straits Times notched its 9th straight weekly gain in. Since US reported 23,000 job position loss and unployment ticking down 4.1%, this is not good for the country. Though Apple reported testing Chinese memory chips and Berkshire Hathaway ending 14-quarter selling streak, what will be the US economy?
But US companies share increases.
However, UOB shares decreases. Hope UOB can increase again.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Its encouraging to see Berkshire deploy their cash and amass Google. In true Buffet style, they gravitate to an established name with a moat. The choice is clear. AI is here to stay.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
soon sti may lose its streak. nothing goes up forever. the same for ai stocks
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
I keep thinking tonight is full swing off day after our Lion Roars🦁 Markets open with cautious optimism, balancing earnings momentum and macro risks. ☕️
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
While new highs are positive, have to balance between staying invested for the long term versus fomo trading. Happy belated birthday Singapore!
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Berkshire Hathaway finally net buyer after 14 quarters! Meanwhile, slow and steady rally in STI amidst uncertainty in other markets. Happy birthday Singapore!
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
Recent gambling-style industrial restructuring and policies in the chip and IT sectors by the US and Japan have led to a rise in the stable Chinese and Hong Kong stock markets 📈
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...

Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
$Berkshire Hathaway B(BRK.B.US) Q2 earnings beat expectations:
Net profit attributable to shareholders surged over 107% year-over-year, and investment income increased significantly by 155% year-over-year.
$Alphabet - C(GOOG.US) has become the fifth largest holding🤔
Back in 1988, Wall Street was embroiled in intense debate surrounding a company with which we are all deeply familiar, The Coca-Cola Company.Back then, many analysts were skeptical. They saw Coca-Cola...