Brad Gerstner
@altcap
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
加入 January 2009
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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. 🧐🧐
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