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

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I write about finance and ideas.

On X

Posts.

A selection of my posts on X as @Jera_Value.

461 posts

The world we live in is incredible.

Every now and then, I come up with a new prompt to throw at AI out of nowhere, and my humble reaction is, “Holy shit, why hadn’t I asked it this before?”

And then AI goes and answers me in a way I didn’t expect it to be capable of.

I’m clear that the bottleneck is my questions.

Views: 2.5KLikes: 17Replies: 4Reposts: 0View on X

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

Views: 875Likes: 8Replies: 1Reposts: 2View on X

☀️ 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.

Views: 3.5KLikes: 16Replies: 4Reposts: 1View on X

My article for this week is ready!

I think this is one of my favorites 💪

It’s a good example of why I decided to start my own blog, so I could write higher-quality articles.

This week’s topic is: “Diversification isn’t about counting stocks”

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    @idafegonzalez it’s fresh out of the oven 🥧

    Let me know what you think and whether you like the format / content

Views: 814Likes: 11Replies: 1Reposts: 1View on X