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

💰 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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