
Newcomer Investor
@NewcomerInvest • 8,052 subscribers
Discussing great businesses with wonderful people! Tweets are NOT financial advice. DYODD. 🇨🇦 🇫🇷 🇬🇧
Videos

I have added to my Brookfield Asset Management ( $BAM ) position this week. This & $BN now make up a combined 15.6% of my portfolio. Mgmt have proven over and over again their ability to deliver excellent results. Listen to $BAM CFO present their plans to double the business!
Newcomer Investor33,455 次观看 • 3 个月前

Brookfield, explained by their CEO, Bruce Flatt! Scroll down for timestamps! Couple of good quotes: On Investing in Alternative Assets: “the easiest way to make money is to buy a great asset that was misfinanced” On the Energy Transition: “the push isnt happening from government, the pull is coming from corporates” On the evolving backbone of the global economy “50% of what we own today was not an investable asset class 20 years ago.” If you enjoy this, please consider RT for other Brookfield shareholders and consider following me at Newcomer Investor for regular content! 0:00 Interest rates, the economy and their impacts on Brookfield 2:00 Why Brookfield’s size is a competitive advantage 3:20 How Brookfield differentiates itself from others in the industry 5:08 The easiest way to make money 6:20 How Brookfield invests in the backbone of the global economy 8:30 Understanding Brookfield’s transition strategy 10:18 An early mistake from Brookfield, and the lesson learned 12:30 Artificial intelligence 15:30 The outlook for Real Estate 17:30 Brookfield’s huge deal with Microsoft 20:50 Brookfield’s global presence 22:15 Japan $BN $BAM $BIP.UN $BIPC $BIP $BEP.UN $BEPC $BEP $BBU.UN $BBUC $BBU $BNRE $BPY $PVF.UN
Newcomer Investor62,982 次观看 • 1 年前

NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen! This will increase their existing stake to up to 38% of the business. Isagen owns 🇨🇴 largest hydro facility and produces ~ 20% of the country’s annual renewable power output. $BN $BAM Here’s a vid on Isagen:
Newcomer Investor21,951 次观看 • 11 个月前
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