Jera Value logoJera Value

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

Leave me your email and I’ll let you know when I publish something new.

I write about finance and ideas.

On X

Posts about investing.

Posts about investing: companies, valuation, markets and how I manage my portfolio.

116 posts

Jera Value@Jera_ValueWhat happened to me this week? ·

What happened to me this week? 🇨🇭 For life reasons, I’ve made a key decision for next year. 🎰 I published the first part of my in-depth analysis of the online casino market. ✈️ I came back to Spain to work remotely and then go on vacation. 🗞️ Find My Moat has passed the milestone of 10,000+ unique users (and almost 30,000 visits) So, what’s next? 👇

Show the thread (1 more post)
  1. 2

    I’m working on: 💬 Improving my X content 📑 Various things for the house 🎰 The second part of my analysis of the online casino market 🗞️ A new feature for Find My Moat I can’t keep up with all this stuff 😅

Views: 1.6KLikes: 10Replies: 4Reposts: 0View on X
Jera Value@Jera_ValueWant to really understand human psychology? ·

Want to really understand human psychology? Forget Shakespeare. Open an investment account and start a journal. Suddenly, you experience every cognitive bias imaginable. Every single one. Confirmation bias, overconfidence, loss aversion, herd mentality… you name it.

Views: 573Likes: 7Replies: 1Reposts: 0View on X
Jera Value@Jera_ValueUpdated list of investing tools ·

🎁 [Christmas gift for investors] Updated list of INVESTING TOOLS 100% free ​ 💰 Discover 270+ investing tools 🧭 Filter, sort and vote for your favorite tools 📖 Get discounts on some of them ​ The best part? ​ It’s a collaborative project, open to anyone who wants to…

Show the thread (1 more post)
  1. 2

    findmymoat.com/

Views: 620Likes: 5Replies: 1Reposts: 1View on X
Jera Value@Jera_ValueWhat’s happened to me this week? ·

What’s happened to me this week? 🇨🇭 Uncomfortable (but necessary) conversations at work 🎰 I’ve finished the second part of my in-depth analysis of online casinos 📊 I’ve been doing some Find My Moat analysis

Show the thread (1 more post)
  1. 2

    I want to work on: 💬 Improving my X content (still working on it) 🎰 The $EVO deep dive 🗞️ Improvements to Find My Moat 🥧 The promised portfolio management tool I’m still short on time, but I’m slowly getting it all done. 😅

Views: 730Likes: 10Replies: 1Reposts: 0View on X
Jera Value@Jera_Value$META's culture is much better than you think ·

🏆 $META's culture is much better than you think If you're an investor in the company, this should interest you. I'll try to explain it so everyone can understand. ⚙️ Case 1 Imagine you're Facebook.

Show the thread (3 more posts)
  1. 2

    ⚙️ Case 2 Meta invents React. A framework for JavaScript. Basically, a much more convenient way to write code for the web. An abstraction layer that makes developers faster and more productive. All great. The problem?

  2. 3

    ⚙️ Case 3 In the software world, there's a basic tool every programmer uses: Git It tracks changes to code over time and lets thousands of engineers work at once without getting in each other's way. So far, so normal. The problem?

  3. 4

    Meta's culture is this: Solve *the fundamental problem* without wrecking the development experience for its engineers. Instead of taking detours. Instead of patching things. Instead of saying “well, that's just how it is.”

Views: 289Likes: 5Replies: 1Reposts: 0View on X
Jera Value@Jera_ValueWe’re launching Find My Moat on Product Hunt! ·

🚀 We’re launching Find My Moat on Product Hunt! 🚀 My biggest gift to the investing community so far. A 100% free project that I hope helps a lot of people. Can we make it to number 1? 🏆 I’ll share the link in the next tweet if you want to stop by and say hi. 👇👇👇

Show the thread (1 more post)
  1. 2

    Link to the Product Hunt page: producthunt.com/products/find-my-moat?ut…

Views: 1.4KLikes: 9Replies: 2Reposts: 1View on X