Tipasa (@thetipasa) 's Twitter Profile
Tipasa

@thetipasa

Biomedical R&D scientist at your local mega-cap pharma company.

ID: 1199482651121348608

calendar_today27-11-2019 00:19:21

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My main taxable account was +20% w/ ~40% of portfolio in $BOXX. I'll take that. (I'm about to write a check for a large purchase that I knew was coming, why $BOXX. Glad I made it to 2026 for tax purposes. That ETF worked ~perfectly.)

My main taxable account was +20% w/ ~40% of portfolio in $BOXX. I'll take that.

(I'm about to write a check for a large purchase that I knew was coming, why $BOXX. Glad I made it to 2026 for tax purposes. That ETF worked ~perfectly.)
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Quote from an email that I just received from a colleague who was looking for a specific vector: "I have that map but couldn't find the DNA. Luckily $TWST is cheap and quick so ordering a G block was an easy fix." cc Peter Mantas

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I'm just now realizing that this reads like a literal advertisement, but I promise that is what they said, verbatim (except they said "Twist" not the ticker). BUT... $TWST, I am open to partnerships if you're looking to expand your social media presence.

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That large purchase has been made, $BOXX & other misc positions sold to fund it. So a belated Q1 portfolio update. My main taxable account is: 47.5% $COF 27.8% $BRKB 24.6% $GOOG I kinda like the simplicity. I'm an individual investor with his own priorities/objectives.

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$TMO GAAP EPS: 2017: $5.59 2018: $7.24 2019: $9.17 2020: $15.96 2021: $19.46 2022: $17.63 2023: $15.44 2024: $16.53 2025: $17.74 25Q1: $3.98 25Q2: $4.29 25Q3: $4.27 25Q4: $5.21 2025 total: $17.74

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Just a regular reminder that I'm one of the largest individual holders of $LAND (at least compared to the board members) and am always happy to discuss the company. x.com/i/status/20162…

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Google recommended me this ~13 min analysis video of $LAND, and I was pleasantly surprised how comprehensive and accurate it was. Probably captures ~95% of my short-term understanding, though a little less of longer-term and meta thesis. youtu.be/T1_mmHXqV3Q?si…

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$PYPL bought back ~23M shares last quarter. Now an even better opportunity to become a share cannibal. If they really press the buyback, I don't care how much of a melting ice cube it is.

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$GOOGL owns ~7% of SpaceX. If it IPOs at ~$1.5T and they sell their stake, that's ~$105B. There's the majority of next year's capex paid for. I'm not saying they should do this.

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"Biotech and material science boom almost guaranteed by then driving spec capital and hiring." As I've been saying, the biotech revolution ain't stopping.