I’ve bought a European micro-cap that basically has two paths: either it goes to 0 or it 5x’s. It’s probably the most convex opportunity I’ve seen in a long time.
On X
Posts.
A selection of my posts on X as @Jera_Value.
417 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.
Today I went to deal with some paperwork. And the woman who helped me did a fantastic job. There’s still hope. Sometimes life is just beautiful.
You’re gonna laugh, but I was waiting for GPT-5.6 to handle three different bureaucratic processes. Technology saves our asses again.
How hard it is to work under uncertainty while everyone else seems so sure of their future. You watch the world move forward while you stay frozen in space and time, building with broken boards a project you don’t even know will ever see the light of day.
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
The blog doesn’t make me any money, and I spend quite a bit of time on it. That’s why it feels great when someone takes the time to DM you to say things like this Thanks so much to everyone who follows it! 🫂 PS: This comment was prompted by last week’s article. Check out today’s new article 👇
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New ranking on Find My Moat: 🥇 [Dividend companies] This time the benchmark is Dividend Stocks ($DVY), and the ranking delivers a substantial improvement over it across all metrics. Link 👇
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As you get older and experience more things, you change your mind about a lot of things you used to think were right.
Here’s how my personal portfolio management tool is shaping up The main goal is to keep track of my positions and new ideas, and above all, to understand exactly what factors I’m relying on. I’m becoming more and more convinced of the importance of good portfolio management (not my portfolio)