No one is addressing the office space-centered developments in London, NYC, and elsewhere in quantitative terms relative to the overall balance sheet and stock price recovery. That is a problem.

The parents balance sheet is used to protect Brookfields overall reputation. There will never be a dividend cut or bond default without the entire ship sinking instantly. True ?

I own both plan on holding forever

BEP and BAM?

why is their "Changes in working capital" negative? How does it affect free cash flow on long term?

@Ljcoleslaw

Жыл бұрын

Their businesses have inventory and accounts receivables that grow as they scale. They have to invest working capital to fund those to grow.

When is this clip from?

@sancheeu

Жыл бұрын

Feb 2023 SumZero interview w/ Mohnish Pabrai (31:40 min mark) kzread.info/dash/bejne/p6BslrKnXZOYgM4.html

Berkshire seems cheaper than Brookfield at the moment

@captainstrange1466

Жыл бұрын

How??

He sold his entire stake RIGHT after talking it up lol

@pedroabreu1754

9 ай бұрын

I mean i did wrong, no reason to sell, he got scared because of the exposure to real estate BN is reducing their real estate portofolio, only holding the great ones

Mini Berkshire. It's like owning Berkshire when it just started out

@amirjon

11 ай бұрын

It's a $70 billion company. What are you talking about? And Pabrai sold the entire investment. He's basically a day-trader at this point.

@cashoption2319

11 ай бұрын

@amirjon and Berkshire is $767.48 billion company so like i said a mini Berkshire which has room to grow.

@amirjon

11 ай бұрын

A mini brk would be something like a $70 mil company...@@cashoption2319

@EmilJurgens

14 күн бұрын

@@amirjon he basically find a better investment

PA corvette driver from penn state

BAM is the one that owes 60+ % of oaktree, is that correct?

@snoomtreb

Жыл бұрын

No that's BN (the holding) - BAM is 25% of the pure-play asset manager (i.e. with 3rd parties money).

@shengfalin2690

Жыл бұрын

@@snoomtreb Really? I bought the wrong one then.

@snoomtreb

Жыл бұрын

@Shengfa Lin yeah its very confusing, the holding used to be called brookfield asset management, but they switched names as well (you can tell also by the market cap being way lower on BAM). I think all this is causing the stock to be where it is. You need weeks to fully analyze the company.

@shengfalin2690

Жыл бұрын

​@@snoomtreb Okay, I checked bn.brookfield.com/sites/brookfield-ir/files/2022-10/brookfield-final-circular-sedar-filing-version.pdf page E-67. I think it goes like this: 1. BN owns 75% of the asset management business 2. BAM owns 25% of the asset management business as its sole material asset 3. The asset management business owns 64% of Oaktree So I think Oaktree will be accounted for a larger percentage of the BAM asset.

@shengfalin2690

Жыл бұрын

So we would need to figure out how much percentage is Oaktree of the asset management business.

Bn > Bam

it seems he just sold it out along with MU stock.

@ashishmantri3684

Жыл бұрын

u mean bam right yes he did so i am just buying bn

After the last split, I have BAM, BN and BIPC. Is this over lapping? Does BN own all of them?

@mortylevitt622

Жыл бұрын

@@DennisFinancialDoctor I was given these after inter pipelines bought over and company opening new division

@DennisFinancialDoctor

Жыл бұрын

@@mortylevitt622 BN is the mothership, meaning it owns stakes in all of the other Brookfield spin-offs. BAM is the newest spinoff. Honestly all of these positions are incredible and will likely outperform the market. There is nothing wrong with owning those listed 3.

@HepCatJack

Жыл бұрын

@@DennisFinancialDoctor he wrote "after the split" he likely meant after the spinoff. There was a ticker switcheroo done where BAM became BN and some holdings so it's confusing to the long time owners.