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![smoothinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1583260388539318277.png) CreamOn [@smoothinvesting](/creator/twitter/smoothinvesting) on x XXX followers
Created: 2025-06-02 23:44:16 UTC

This time of year, I'm always reminded of the importance in having a margin of safety.

Business disruptions surface and don't care about your hypothetical investment thesis.  

Policy changes, tariffs, competition etc. $IEL.AX $TWE.AX (none held)

![](https://pbs.twimg.com/media/GsecRtdb0AItJOn.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1929685528917823704/c:line.svg)

**Related Topics**
[$tweax](/topic/$tweax)
[$ielax](/topic/$ielax)
[tariffs](/topic/tariffs)
[investment](/topic/investment)

[Post Link](https://x.com/smoothinvesting/status/1929685528917823704)