On X
A selection of my posts on X as @Jera_Value.
417 posts
Short articles on valuation multiple theory Worth knowing if you don't want to lose money👇 👉 Where does the P/E come from? (and others) 👉 Which famous multiples are useful for valuation, and which aren't? 👉 How not to confuse the equity part with the business part? 👉 What…
Read the rest on XChoosing which problem to solve is one of the most important things, not the hours you work. That’s where the biggest challenge lies: finding where you can add the most value and aggressively prioritizing it.
If you have a Mac, I assume you use Raycast If not, you don’t know what you’re missing
I've been saying for a long time that GPT 5.5 is better than Opus 4.7 at their highest intelligence settings. In fact, GPT 5.5 is even better than the new Opus 4.8!
An especially relevant article on protecting yourself from market downturns It's short, informative, and gets straight to the point Take a look 👇
Right now, I’ve found a routine that’s working absurdly well for me: 3–4 hours of work in the morning, gym, lunch, more work, some downtime, a walk, dinner, a bit more downtime, and reading before bed. Not all hours of the day are worth the same. Mornings are way more productive. There’s less noise, less friction, and a clearer head.
For some reason, on Reddit it’s really common for someone to reply with some stupid bullshit and then delete it right away.
☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.
New 100% FREE ranking on Find My Moat: 🏰 [Defensive companies] I think this ties in really well with this week’s post about diversification. It’s similar to the MSCI USA Minimum Volatility, but with a few improvements:
There are over 300 investing tools included in Find My Moat. Which are your favorites that I'm missing?
