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建仓 AJG ，原因如下：
1、AJG 每股收益在过去五年翻了一番，年化回报率27％，远超标普12％
2、保险是所有文明发达国家的刚需
3、抗风险能力强，受益于通膨，轻资产模式（图1至3）
4、保险经纪行业依赖并购扩张，AJG是行业中最激进的那个
5、历次月线回落都系机构调仓所致，无关业绩（上车机会） https://t.co/fAtfigRbmV
I noticed as well, Brandon Lutnick, he's the son of the US Commerce Secretary Howard Lutnick.
They're partnering up with SoftBank, Tether, and Bit Finance on a Bitcoin acquisition vehicle to capitalize on a cryptocurrency revival that they're expecting under President Donald Trump.
And then again, that's a classic second half of the cycle behavior, c... See more
They're partnering up with SoftBank, Tether, and Bit Finance on a Bitcoin acquisition vehicle to capitalize on a cryptocurrency revival that they're expecting under President Donald Trump.
And then again, that's a classic second half of the cycle behavior, c... See more
PSE subscriber email #17 for 2025: Phil’s Postcards: The Ending Will Be Savage
常年在海外王局如何保持自己对中国现实环境的了解【直播切片】
youtube.com
Mark Zuckerberg and CFO David Ebersman debate acquisition strategy
February 27, 2012 https://t.co/QyKhsFYtMY
Alibaba’s four-year-old Yu’e Bao fund, set up as a repository for consumers’ leftover cash from online spending, has become the world’s largest money-market fund, with $165.6 billion under management, overtaking JPMorgan’s $150 billion money-market fund.
Sunil Gupta • Driving Digital Strategy: A Guide to Reimagining Your Business
A capital allocator would need to have two things happening simultaneously.
- Limited fund size: The fund would need to be $150M or less, or otherwise, you’ll be back to being wholly subject to the power law.
- Equity optionality: Investors in a startup utilizing this product need to be able to get returns even if the outcome is smaller. That would req