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Braintrust’s market cap is $315 million, its fully diluted market cap is $896 million, and in December, it announced a fresh $100 million token sale to Coatue, Tiger, and existing investors to fund grants to grow the ecosystem.
Packy McCormick • Braintrust: Fighting Capitalism with Capitalism



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
Stilt Blog - Financial Services for International Students and Immigrants
stilt.com
Capitalism
Prashanth Narayan and • 40 cards