On X
A selection of my posts on X as @Jera_Value.
417 posts
The problem with AI is that it makes solving problems so easy that we try to solve them all. Even the ones that don’t matter. The important thing is to focus on the bottleneck. There’s no point solving 20 minor problems if you don’t solve the one big one.
$GAW - Games Workshop is number 1 in the quality ranking. It's purely quantitative, but it measures a lot (a lot!) of things. - META is number 15 - Monster is number 16 - Hermes is number 18 Lots of other smaller companies in between. They could be opportunities…
Read the rest on XI’ve made a public version so you can play around with it. You write some text. The tool marks each sentence’s length with colors. It’s 100% free and private: your texts stay in your browser. Have fun. It’s addictive. t.co/Vw7BoeixTi t.co/MYnxFCLboD
This week's post is ready for anyone who wants to take a look. I’ll probably stop writing as often over the next few weeks so I can focus on my new project and go on vacation. I’m really sorry to those of you who enjoy my financial thought dumps
I'm moving back to Spain 🇪🇸 For those of you who missed yesterday's big news: over the next few months, I'm leaving my job in Switzerland and moving back to Spain to work on my projects full time. I have too many ideas and too much to do. And not enough time.
📊 I’ve built a portfolio analysis tool I’ve spent a week cleaning up the code and improving the tool. Everything’s more polished, consistent, and nicer now.
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
👉 findmymoat.com/deals Like ❤️ and RT the first tweet if you find this useful, so it reaches more people
When people argued that Buffett’s performance was just luck, this was his response: We talk about this in today’s article 👇
Quality content should be rewarded. Today I want to recommend one of my favorite Spanish-language investing podcasts: 💰 +FlowKCash Made by @InvEnCalidad and @Edelweiss_Cap
🚢 The truth is, I'm shipping at an extraordinary pace. If I don't get anywhere, it's because I'm an idiot.
