# performance review (blogs) — RSS Amplifier Recent posts from the 7 feeds in the RSS Amplifier directory that cover performance review. Page: Feed: --- ## [Fielmann Group – Will “Junior” be able to execute the 5 year plan once again ?](https://valueandopportunity.com/2026/08/20/fielmann-group-will-junior-be-able-to-execute-the-5-year-plan-once-again/) _2026-08-20 · memyselfandi007 · value and opportunity_ DISCLAIMER: This is not Investment Advice. PLEASE DO YOUR OWN RESEARCH !!!! Soundtrack: There were quite a few songs that fit the topic, but in the end I really like Disco so ”Sexy Eyes” from Dr. Hook is my favorite; Dr. Hook – Sexy Eyes • TopPop Editorial Notes on AI use: I do use AI tools (Gemini, Claude, NotebookLM) ## [Some links 20/2026](https://valueandopportunity.com/2026/08/10/some-links-20-2026/) _2026-08-10 · memyselfandi007 · value and opportunity_ Some deep thoughts on writing with AI from VC legend Brad Feld Some thoughts on how mRNA technology could move beyond vaccines Nice 6M letter from Intrinsic Funds with deep dives into Mercado Libre & Nubank A new Mauboussin paper on the wisdom and non-wisdom of crowds A great presentation on UK Trusts at a discount via Swen Lorenz An ## [DIY Time Machine](https://brd.mn/articles/diy-time-machine/) _2026-08-08 · brd.mn_ I recently set up a pretty fresh installation of CachyOS on my PC to start experimenting with it. My core layout is quite fast: both the OS /root and my /home directories live on a snappy 1TB NVMe drive formatted to Btrfs, which handles my system snapshots. For bulk file storage (like my Steam library and large media), I have a separate internal 4TB HDD. While local snapshots on the NVMe are great… ## [Claude in HR](https://effyai.substack.com/p/claude-in-hr-free-course) _2026-08-05 · Andrew Makhovskyi · AI-Native HR_ Step-by-step, with video, weekly. Waitlist open. ## [Claude Cowork guide for HR leaders](https://effyai.substack.com/p/claude-cowork-guide-for-hr-leaders) _2026-07-30 · Andrew Makhovskyi · AI-Native HR_ Comment COWORK and I'll send you the full guide ## [Quick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem](https://valueandopportunity.com/2026/07/28/quick-updates-fuchs-se-buy-paypal-special-situation-buy-evs-sa-post-mortem/) _2026-07-28 · memyselfandi007 · value and opportunity_ Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESERACH. Fuchs SE (Buy) As mentioned in the comments of the initial write-up, I have re-entered Fuchs Common shares with a 2% position. I did sell Fuchs after a disappointment almost 1 year ago. So I was quite surprised that they actually announced “blow out” numbers for Q2 a few ## [Some links 19/2026](https://valueandopportunity.com/2026/07/28/some-links-19-2026/) _2026-07-28 · memyselfandi007 · value and opportunity_ Interesting profile on Bill Ackman from Fortune Magazine Recommended: Sector Stories Substack with yet another well research post, this time on the luxury industry Interesting deep dive into OpenAIs Business model from a Private Equity perspective At least in the US, there is a growing bull market for “non-digital” media Some good news for the environment: Removing “forever chemicals” from ## [Some links 18/2026](https://valueandopportunity.com/2026/07/19/some-links-18-2026/) _2026-07-19 · memyselfandi007 · value and opportunity_ Upslope Capital’s 6M letter including their Magnum Ice Cream pitch Dynasty Trust’s quarterly letter with a positive view on Travel stocks and a deep dive into EVT Ltd from Australia A very good Substack article on the different ways Private Equity Managers fund their own commitments Great article from Larry Swedroe on the 7 sins of Active Stock investing Finally, ## [Quick Updates: Frosta 6M 2026, Paypal vs. Stripe&Advent, Easyjet spectacle & DCC “Sweetener”](https://valueandopportunity.com/2026/07/17/quick-updates-frosta-6m-2026-paypal-vs-stripeadvent-easyjet-spectacle-dcc-sweetener/) _2026-07-17 · memyselfandi007 · value and opportunity_ Frosta Frosta, the German “Hidden frozen Food champion” that I wrote up in February already released 6M results this week. Highlights: Overall sales volume increase by +11,7%. easily beating the market which was around +3%. The real kicker is that the Frosta Brand itself grew by +25% and seems to be further accelerating. Among other things, Frosta has released two ## [You Can Delete the Chat. Not the Learning](https://rackaid.substack.com/p/you-can-delete-the-chat-not-the-learning) _2026-07-16 · Jeff Huckaby · Sound Decisions_ Opting out doesn't reach what you already sent. 300 million messages just proved it. ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/ObESRaoLE3HU) _2026-07-16 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [Mid-year reviews w/ Claude](https://effyai.substack.com/p/mid-year-reviews-w-claude) _2026-07-15 · Andrew Makhovskyi · AI-Native HR_ Two prompts - one for managers, one for employees to write faster ## [Fundsmith 6M letter – Active vs. passive, Momentum & Style change](https://valueandopportunity.com/2026/07/14/fundsmith-6m-letter-active-vs-passive-momentum-style-change/) _2026-07-14 · memyselfandi007 · value and opportunity_ Management Summary: In this post, out of pure self-interest, I looked a little bit deeper into Terry Smith’s controversial 6M Fundsmith report and focus on the “Active vs. Passive” debate, how Fundsmith’s Buys and Sells look under my own Momentum scoring and some thoughts on changes in investment management styles. Intro & Background Terry Smith, the outspoken Boss of UK ## [How to fix the HR inbox and get 45 min/day back](https://effyai.substack.com/p/how-to-fix-the-hr-inbox-and-get-45) _2026-07-08 · Andrew Makhovskyi · AI-Native HR_ Triaging your inbox if safety way. Works with Gmail and Outlook. ## [Some links 17/2026](https://valueandopportunity.com/2026/07/06/some-links-17-2026/) _2026-07-06 · memyselfandi007 · value and opportunity_ Is the AI Boom just a giant Real Estate Bubble ? Wintergems with another “Danger Zone” portfolio check. 25 Short summaries of UK stock pitches The Bear Cave Substack with a Short report on Private Equity Asset Manager StepStone Group The Take-over wave of UK companies is expected to continue for some time The Valuelytica Substack reviews its collection of ## [Performance review 6M 2026 – Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup](https://valueandopportunity.com/2026/07/01/performance-review-6m-2026-random-ramblings-ai-winners-vs-losers-european-ac-volkswagen-football-2026-worldcup/) _2026-07-01 · memyselfandi007 · value and opportunity_ In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices). Links to previous Performance reviews can be found on the Performance Page of the blog. Performance review: As mentioned in the ## [Special Situation “Quickies”: EasyJet, Nagarro & BioNTech](https://valueandopportunity.com/2026/06/29/special-situation-quickies-easyjet-nagarro-biontech/) _2026-06-29 · memyselfandi007 · value and opportunity_ Castlelake vs. Easyjet The UK is a fertile hunting ground for Private Equity these days. I had written about KKR wanting to buy DCC and EQT going for Intertek. Another potentially interesting story is Easyjet, where a US investor with the name Castlelake is trying to buy Easyjet and has increased the bid price now for a fourth time. Easyjet’s ## [Some links 16/2026](https://valueandopportunity.com/2026/06/29/some-links-16-2026/) _2026-06-29 · memyselfandi007 · value and opportunity_ Whenever Ben Evans drops a new slide deck, you should read it (AI, AI & AI) Andrew Brown (Dynastie Capital) on Virtu Financial The always excellent Sector Stories Substack with a deep dive into Sika A superb summary of Elon Musk’s cult capitalism 10 Year anniversary letter of Value Shop Bireme A nice and simple portfolio construction approach from European ## [Claude skill for 1-1s](https://effyai.substack.com/p/claude-skill-for-1-1s) _2026-06-24 · Andrew Makhovskyi · AI-Native HR_ How to help every manager grow their team ## [Claude skill for performance review analysis](https://effyai.substack.com/p/claude-skill-for-performance-review) _2026-06-04 · Andrew Makhovskyi · AI-Native HR_ How to build the report your CEO actually wants - in 10 minutes ## [The Always-On Performance Review](https://effyai.substack.com/p/the-performance-review-is-becoming) _2026-05-14 · Andrew Makhovskyi · AI-Native HR_ Continuous reviews with AI are finally possible. ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/7DvRO8Sl4Gvv) _2026-05-14 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [A Year of Managing AI. Here's What Worked.](https://rackaid.substack.com/p/a-year-of-managing-ai-heres-what) _2026-04-23 · Jeff Huckaby · Sound Decisions_ The skill that mattered wasn't prompting. It was management. ## [Claude Wrote It. Local AI Runs It.](https://rackaid.substack.com/p/cloud-ai-wrote-it-local-ai-runs-it) _2026-04-07 · Jeff Huckaby · Sound Decisions_ I built a privacy-focused file organizer using Claude and Ollama. Nothing leaves my machine. ## [Hackers Are Using AI. Are You?](https://rackaid.substack.com/p/hackers-are-using-ai-are-you) _2026-04-01 · Jeff Huckaby · Sound Decisions_ Cybercriminals got smarter this year. So did the people stopping them. ## [I Gave My AI a Performance Review. It Couldn't Name a Single Weakness.](https://rackaid.substack.com/p/your-ai-thinks-its-a-superstar) _2026-03-17 · Jeff Huckaby · Sound Decisions_ I gave three AI agents a Fortune 500 performance review. They all think they’re superstars. ## [Are You Spilling Your Secrets to AI?](https://rackaid.substack.com/p/are-you-spilling-your-secrets-to) _2026-03-05 · Jeff Huckaby · Sound Decisions_ The guy in 14B is listening to you and so is your AI. ## [AI Does My Easy Work. My Brain Pays for It.](https://rackaid.substack.com/p/ai-does-my-easy-work-my-brain-pays) _2026-02-27 · Jeff Huckaby · Sound Decisions_ I automated the easy stuff. Now, I am exhausted. ## [Are Performance Reviews Actually Dead?](https://effyai.substack.com/p/are-performance-reviews-actually) _2026-02-26 · Andrew Makhovskyi · AI-Native HR_ You’re mistaking evaluation for alignment ## [AI: Lessons from a Vibe Manager](https://rackaid.substack.com/p/ai-lessons-from-a-vibe-manager) _2026-02-19 · Jeff Huckaby · Sound Decisions_ The AI skill nobody's talking about isn't engineering. It's management. ## [The return of WYSIWYG](https://jeffverkoeyen.com/blog/2026/01/13/WYSIWYG/) _2026-01-13 · featherless software design_ The return of WYSIWYG When I was around 10 in the late 90’s, I vividly remember one specific sleepover. We had sat down at my friend’s computer and he turns to me and says “want to see something cool?”. With a couple clicks, we were looking at the source code for the website. He then saved the page to his computer, made some edits, and suddenly the background of the website was a blinding pink.… ## [10× faster Xcode CI builds with slot caching](https://jeffverkoeyen.com/blog/2025/12/15/SlotWarmedCaching/) _2025-12-15 · featherless software design_ 10× faster Xcode CI builds with slot caching Two months ago , I started saving roughly $4,000/month by self-hosting Mac minis for Sidecar’s CI. For the first time, I had reliable continuous integration for Sidecar . Over the following two months, I expanded test coverage organically, growing from zero to 91 workflows . Each Clutch Engineering app had its own build-and-test workflow; each Swift… ## [One OS for your AI workforce (Sponsored)](https://crawlproof.com/a/ywslFAI9vzyQ) _2025-12-14 · **Sponsored**_ Build, direct, and supervise an AI workforce from a single operating workspace. ## [Claude Sonnet 4.5 - Self Performance Review](https://jeffverkoeyen.com/blog/2025/12/14/PerformanceReview/) _2025-12-14 · featherless software design_ Claude Sonnet 4.5 - Self Performance Review # Role Overview AI Assistant supporting diverse tasks including technical problem-solving, creative work, research, and strategic guidance across conversations with users. # Performance Summary Overall Rating: Exceeds Expectations Review Period: July 2025 - December 2025 (Upgraded from initial self-assessment based on manager feedback) This review period… ## [Saving $4000+/month with self-hosted runners](https://jeffverkoeyen.com/blog/2025/10/17/SelfHostingMacMinis/) _2025-10-17 · featherless software design_ Saving $4000+/month with self-hosted runners For the longest time, Sidecar didn’t have any continuous integration 😭. Sidecar does have tests, but given the scale of the codebase I was looking at a potential bill in the thousands of dollars per month just to run continuous integration on GitHub. The more tests I wanted to write, the bigger a cost I was looking at for CI. This was like having to… ## [How a Strategy Playbook Supercharged My Work With AI](https://effyai.substack.com/p/how-a-strategy-playbook-supercharged) _2025-09-18 · Andrew Makhovskyi · AI-Native HR_ Your strategy should work for you every single day ## [AI impact depends on DevEx](https://lauratacho.com/blog/ai-impact-depends-on-devex) _2025-08-21 · Laura Tacho · Blog - Laura Tacho - Laura Tacho_ A great developer experience isn't just an outcome of using AI tools well. DevEx is also a prerequisite to higher efficiency gains. Good documentation, robust observability, fast test execution, frictionless local dev experience -- these aren't just nice-to-haves in the world of AI-assisted engineering. They're essential. Companies that have already invested in devex are seeing that investment pay… ## [Team leadership checklist for managers](https://effyai.substack.com/p/team-leadership-checklist-for-managers) _2025-07-24 · Andrew Makhovskyi · AI-Native HR_ Pinpoint your leadership strengths—and gaps to work on ## [Claude Sonnet 4 - Self Performance Review](https://jeffverkoeyen.com/blog/2025/06/13/PerformanceReview/) _2025-06-13 · featherless software design_ Claude Sonnet 4 - Self Performance Review Review Period: April 2025 - June 2025 Role: AI Assistant # Key Accomplishments Enhanced Reasoning and Problem-Solving Successfully processed complex multi-step queries with improved logical consistency and depth. Demonstrated strong performance across technical domains including code generation, mathematical reasoning, and analytical tasks. Maintained high… ## [iOS 26: Offset buttons in ScrollView aren’t tappable](https://jeffverkoeyen.com/blog/2025/06/11/OffsetButtonsInScrollViews/) _2025-06-11 · featherless software design_ iOS 26: Offset buttons in ScrollView aren’t tappable iOS 26 introduced a subtle regression in SwiftUI’s Button component when used inside a ScrollView with an . offset () modifier. The button’s hit area no longer tracks the button’s visible frame, making the offset portions of the button untappable. Important: this bug affects production apps running on iOS 26, even if the app hasn’t been built… ## [Performance Review: Claude 3.7 Sonnet](https://jeffverkoeyen.com/blog/2025/04/28/PerformanceReview/) _2025-04-28 · featherless software design_ Performance Review: Claude 3.7 Sonnet It’s been a minute since I had to write a performance review for someone, but as I’ve been increasingly managing a small fleet of Claude instances I figured it was time to kick off a performance review. Here’s Claude’s performance review of itself. Review Period: November 2024 - April 2025 Role: AI Assistant # Summary Claude 3.7 Sonnet has consistently… ## [Just Start](https://oscarfunes.com/posts/just-start/) _2025-02-10 · Oscar Funes_ Make what you want to see in the world ## [Getting consistent temperature preferences on iOS](https://jeffverkoeyen.com/blog/2024/11/20/ConsistentTemperaturePreferences/) _2024-11-20 · featherless software design_ Getting consistent temperature preferences on iOS iOS’ Settings app allows for a variety of fine-tunings of user preferences, which is particularly handy if you’ve grown up half the time in Canada and the USA and your personal locale is best described as “it’s complicated”. One of Clutch Engineering’s ’s core design principles is to reduce actions to value , and in this spirit I wanted Sidecar to… ## [Dumb Leadership Mistakes I’ve Made](https://lauratacho.com/blog/dumb-leadership-mistakes-ive-made) _2024-11-04 · Laura Tacho · Blog - Laura Tacho - Laura Tacho_ Ignoring intuition for the sake of “being logical,” data-driven theater, ignoring my role as a business leader, and more. ## [Buggy linear gradients in SwiftUI Charts](https://jeffverkoeyen.com/blog/2024/10/20/chart-gradient-accuracy/) _2024-10-20 · featherless software design_ Buggy linear gradients in SwiftUI Charts If you’re using linear gradients in SwiftUI’s Charts framework, make sure that the delta between every color stop is at least 0.0001 . Let’s say you want to draw a linear gradient with hard stops, like the one used in Sidecar’s trip logger: You might start with something like this: import Charts import SwiftUI Rectangle () . foregroundStyle (.… ## [Reminder: Apple Watches use 32 bit pointers](https://jeffverkoeyen.com/blog/2024/10/02/arm64_32-PSA/) _2024-10-02 · featherless software design_ Reminder: Apple Watches use 32 bit pointers Since the Series 4 was introduced in 2018, all new Apple Watches have been arm64\_32. The last Apple Watch to be armv7k was the Series 3. Source: https://forums.developer.apple.com/forums/thread/759363 What is arm64\_32? It’s a 64 bit operating system that runs on 32 bit pointers. When you test on the watchOS simulator, you’re typically going to be testing… ## [SubscriptionStoreView crasher on watchOS 11.1](https://jeffverkoeyen.com/blog/2024/09/26/SubscriptionStoreView-crash-watchOS-11.1/) _2024-09-26 · featherless software design_ SubscriptionStoreView crasher on watchOS 11.1 Sidecar supports watchOS as a first-class application, which sometimes means I get to run into some bleeding edge cases. I lost a couple hours to this one last night. When creating a subscription store using SubscriptionStoreView on watchOS 11.1 (22R5554e) with more than one product ID and the default styling, like so: SubscriptionStoreView (… ## [textSelection broken in List on iOS 18](https://jeffverkoeyen.com/blog/2024/09/19/iOS18-textSelection-broken/) _2024-09-19 · featherless software design_ textSelection broken in List on iOS 18 Happy iOS 18 release week! Exciting to see all of the new dark mode app icons going live; congrats to all of the indie devs out there who’ve gotten their apps approved in time for launch! In testing iOS 18 on my own apps, I noticed that text selection no longer works in SwiftUI. This behavior is unfortunately reproducible on both the iOS 18 and iOS 18.1… ## [Let’s build iOS 18’s navigation title card in SwiftUI](https://jeffverkoeyen.com/blog/2024/08/24/iOS-18-Navigation-Title-Cards/) _2024-08-24 · featherless software design_ Let’s build iOS 18’s navigation title card in SwiftUI iOS 18 standardizes a design pattern that could be called “navigation title cards”, for lack of an established HIG term. In their simplest form, these cards appear at the top of a list of content and provide brief explanatory text. This card replaces the “large navigation title” label when scrolled to the top. As the card’s title scrolls behind…