Sublime
An inspiration engine for ideas
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
aeon
Waverly • 1 card
AAI
Jet Boekel • 1 card
on ai
carlton smith • 4 cards
Agency
juarry • 25 cards
organization
Kimsia • 4 cards
⌂ capital-a affordable housing
Love Jonson • 3 cards
agency
Power-Up • 1 card
agency
Rishita Chaudhary • 1 card