Offshore
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The Few Bets That Matter
RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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The Few Bets That Matter
RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
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RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
https://t.co/2T2ktXKHPx tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
Pristine Capital
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
tweet
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
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Dimitry Nakhla | Babylon Capital®
Very well written — highly recommend the read. Well worth your time.
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Very well written — highly recommend the read. Well worth your time.
https://t.co/KRlTbtnA8A tweet
X (formerly Twitter)
Finbarr Taylor (@finbarr) on X
In Defense of SaaS
Offshore
Video
The Transcript
RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
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RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
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RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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Illiquid
Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
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Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
Chinese AI CAPEX (include SEA buildout as well) will surprise us tweet
X (formerly Twitter)
Zephyr (@zephyr_z9) on X
Chinese AI CAPEX (include SEA buildout as well) will surprise us
Offshore
Photo
The Transcript
Spotify is leveraging AI “Honk” system to accelerate engineering velocity and feature deployment:
$SPOT https://t.co/qa4l9QIsMT
tweet
Spotify is leveraging AI “Honk” system to accelerate engineering velocity and feature deployment:
$SPOT https://t.co/qa4l9QIsMT
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Offshore
Photo
Brady Long
RT @thisguyknowsai: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/HdEjy6RslX
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RT @thisguyknowsai: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/HdEjy6RslX
tweet