stephen
@p_unbox
Money, investing and life snippets Blog: https://lifenotes.space/
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🚫🔮 Stop predicting the future. Start understanding certainties. You can’t foresee every change, but you can build on what won’t — like people needing to eat 🍽️, be entertained 🎬, and seek care 🏥. Focus on what endures. 🌱
![p_unbox's tweet image. $TMDX short interest as % of float: 24.51% [15 Jul 2025]](https://pbs.twimg.com/media/Gw5fDxAaQAAKztk.png)
$XVIVIO Q2 results A revenue comparison between $XVIVO (SEK to USD) and $TMDX
Good investors don’t marry their thesis. They form hypotheses and update them with new data. Bayesian > belief. Bayesian investing = flexible, probability-driven thinking. Deterministic investing = rigid, prediction-based thinking.
Chasing trends vs. choosing what matters. In investing: AI, nuclear, quantum. In parenting: good grades, top schools, IP. But true alpha often comes from the simple, overlooked, steady. Not what’s hot — but what’s right for you. And having the courage to choose it.
The US-Israel-Iran Equation: Conflict, Consequences, and Capital Tariffs rising. Debt ballooning. What will change — and what won’t? “I almost never get asked: What’s not going to change in 10 years? But that’s the better question.” — Jeff Bezos Invert. Focus on what endures.
$UNH Can the past performance be sustained? Is the share crash an opportunity? The insiders (including the CEO and CFO) added.
$TMDX 🚀🔥 🔥 Revenue grew 48% yoy 🔥 EPS up 105% yoy 🔥 Gross margin up 61.5% from 59.2% (Q4 2024) 🔥 Net margin up 17.9% from 7.1% (Q4 2024) 🔥 Raise outlook by 8%; expecting a 30% growth yoy
Retiring at 94 and becoming CEO at 63, Buffett shows that age doesn’t limit purpose, while Abel proves it’s never too late for a new chapter. Life isn’t about retiring—it’s about doing what brings meaning at any age. #Purpose #Leadership #Growth $BRK
$MNSO Growing well overseas. Top Toy: A possible Pop Mart in the making? Not expensive. A disconnect with its share price performance. Who is right? 🤔
Most favour US tech and dismiss China tech. House of Huawei shows how much that bias blinds us. Huawei’s AI chips now rival NVIDIA’s — and more is coming. The gap is closing, and US restrictions are only speeding it up. We are still early to catch the next big wave. #ChinaTech
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