On X
A selection of my posts on X as @Jera_Value.
417 posts
📈 10x stocks: the DNA of multibaggers This very special group of stocks has different properties from normal stocks. In today’s article, we talk about a paper that explores these properties and their unique characteristics A must-read for anyone who wants to understand…
Read the rest on XGiven OpenAI’s historical tendency to always want a better model than Anthropic*, GPT 5.6 can’t be far off. In fact, it could be this Thursday. I’m hoping for a model in line with the previous one: a bit smarter and a bit more token-efficient. *The sad thing is that GPT 5.5 is still better than Opus 4.8.
📊 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.
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!
💰 The mental model that has helped me make +€100,000 → THE SECRET: positive optionality and asymmetric risk.
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.
Life has a lot of inertia. You get used to things… a routine, a place, people. And suddenly changing something isn’t “a decision” anymore. It’s almost like moving a mountain. Quit your job? Move? End friendships?
🇨🇭 The lie I was told before moving to Switzerland: "You need to speak German or French to work here". False. In tech, English is enough. If you're good, of course.
What pisses me off most about ElevenLabs and AI voice is that young people will never know Loquendo
The “fundamental” investor has a lot to learn from quantitative finance (and vice versa). The first doesn’t know the effects but knows the causes. The second knows the effects well but ignores their causes.
🤑 -€3k for a new laptop Apple gear is so expensive. I’m gonna be the homeless guy with the best PC under the bridge 🏚️
