Choosing which problem to solve is one of the most important things, not the hours you work. That’s where the biggest challenge lies: finding where you can add the most value and aggressively prioritizing it.
On X
Posts about business.
Posts about building businesses: products, marketing, sales and what my own projects taught me.
118 posts
☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.
🩸 $EVO -5% after reporting results To start with, the results look optically bad. We’re almost getting used to it getting beaten up quarter after quarter:
How dangerous it is to quit your job and focus on your projects. Besides the obvious, the hardest part is that you lose some of that "pain" that pushed you to start a business. You get comfortable and lose some of your motivation to work.
Growing my website to 20k visitors / month 🟩🟩🟩🟩🟩🟩🟩🟩🟩🟧 94% Almost there! But last month was surprisingly good. I don’t think June will be as good, and visits will probably settle down a bit. We’ll probably fall back a little on our goal. Of course, I’m already improving the website and working to keep it growing 🚀
Quoted postOn the other hand, whatever AI takes away, AI gives back. Fix your landing page in a couple of minutes 👉 t.co/dCwmmMGx2e
With Find My Moat, I’m seeing really clearly how useful AI, and tools like Codex, can be for building companies. The business vision was mine. The original idea too. But AI has helped me a ton:
On $EVO’s results and a few more thoughts Overall, the results aren’t good. But they’re not as bad as they look at first glance either. The environment is tough, and the company is holding up with quite a bit of resilience.…
📊 I’m building a portfolio analysis tool from scratch! I’ve added lots of improvements and features. It’s getting easier to use, and it’s already replacing the other tools I used before.
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For the curious: This tool is still in development... BUT if you want to discover other really interesting investing tools, you can check out my other platform: Find My Moat. It’s already live, and tomorrow we’re doing the official launch on Product Hunt!
If you’re an engineer and don’t like doing marketing or product, here’s my advice: bring it onto your turf. Measure conversions, run A/B tests, analyze engagement, look at funnels, compare cohorts, find patterns.