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Tribe Capital
tribecap.co
William Jameson
linkedin.com
Long Journey Ventures - Early Stage Investing for the long-term.
longjourney.vc
36 South Capital Advisors, London | We are a leading volatility and tail risk manager based in London
36south.com
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
The Rise of Permanent Capital (Part 2)
capemaywealth.beehiiv.com
