Software engineer and investor. I write about markets and businesses.

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I write about finance and ideas.

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Posts about business.

Posts about building businesses: products, marketing, sales and what my own projects taught me.

140 posts

THIS IS INSANE.

I don’t understand how Find My Moat keeps growing so much…

Well, I do. But it’s still exceeded all my expectations 🤯

The “trick,” in case it helps anyone:

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    Take a look: www.FindMyMoat.com

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    Also, thanks to @stock_analysisx for being one of the early believers in the project!

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I'm moving back to Spain 🇪🇸

For those of you who missed yesterday's big news: over the next few months, I'm leaving my job in Switzerland and moving back to Spain to work on my projects full time.

I have too many ideas and too much to do. And not enough time.

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I just launched [🏷️ Deals] on Find My Moat.

💰 35+ discounts and promos for investing tools ⏰ Some expire soon, so hurry! 🔁 Updated every week with new deals 💎 Some exclusive deals only available on Find My Moat

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    👉 findmymoat.com/deals

    Like ❤️ and RT the first tweet if you find this useful, so it reaches more people

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☀️ 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.

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How hard it is to work under uncertainty while everyone else seems so sure of their future. You watch the world move forward while you stay frozen in space and time, building with broken boards a project you don’t even know will ever see the light of day.

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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.…

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📊 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!

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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:

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