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.

417 posts

💰 28.7% Portfolio Performance YTD in $* I’ll have a long post for you soon on what I hold in my portfolio and a deeper breakdown. Spoiler: My top 3 positions make up ~80% of my portfolio, so I think it could be interesting I’m planning to include:

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How do you hire the right people? Talking it through with my former CTO, we boiled it down to: - Proven experience with real projects. - Absolute clarity when explaining what they do and why (0 bullshit). - Ability to work independently.

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I've been struggling with this for a long time. On one side, a wolf whispers to me to work more, earn more, and accumulate more things. On the other, another force invites me to let go, live with less, and find peace in simplicity. Maybe it's a reflection of the eternal dichotomy between East and West. Does anyone else feel this way?

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