Sublime
An inspiration engine for ideas
→ the typical cost to run a family office
→ the typical size of family office teams
JP Morgan Family Office Report https://t.co/xcmIvnhDRn
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 just got my W2: Total comp was $640k. $300k was stock. Some non trivial amount was a bonus (25%?)
I worked at Meta for 5 years, and in 2022 I got the highest performance rating available. (Redefines expectations). I joined via acquisition, but I was only an E5.
Randall Bennettx.com
Decoding the Black Box of Compensation, Part II
Introducing https://t.co/OYYpRGHGmz, a tool to algorithmically estimate fair compensation — for any title, at any stage of company, anywhere in the world.
After thousands of regressions, analyses and backtests, we’ve determined that there are... See more
Looking to hire an analyst. Things s/he would do:
> manage their own liquid book (I’ll give them $500-1M to start then grow from there; keep 20% of profits)
> stay on top of teams in the portfolio
> provide research on emerging trends and ecosystems
Ultimately I... See more
Santiago R Santosx.com