Facts: +17% Revenue year/year to ~$46.57bn +13% Profit from Recurring Operations year/year to ~$12.8bn Comments: Watchlist Updates: Portfolio Updates: To access the full spreadsheet and its linked deep dive go here. Until Sunday, Soren
Not related with the post's topic but I want to ask you why if Brookfield is in your watchlist, you dont have position yet . Long discount to NAV right now
Great question! I need to do some more analysis on it. I held the Brookfield REIT until is was taken private, but I've never held BAM or BN. So short answer is I need to do a deep dive to full understand it better (I will most likely have a position after that).
Not related with the post's topic but I want to ask you why if Brookfield is in your watchlist, you dont have position yet . Long discount to NAV right now
Great question! I need to do some more analysis on it. I held the Brookfield REIT until is was taken private, but I've never held BAM or BN. So short answer is I need to do a deep dive to full understand it better (I will most likely have a position after that).
Thanks for your reply. If you need material to know better BN let me know. Plenty of good post and podcast out there