Brad Gerstner
@altcap
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
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January 2009
1.2K ํ๋ก์ ์ค 218.9K ํฌ
Truth. Fade businesses whose moat shrinks w improvements to general computational intelligence. Their multiples will shrink ahead of their shrinking moats. Your portfolio should be positively correlated to improvements in general intelligence. ๐ง๐ง
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