Brookfield Corporation NYSE: BN is the brand-new biggest single position of Bill Ackman's portfolio. The stock did 64% over the last year however according to the Brookfield Investor Discussion that is still simply the start as the stock now at $57 is still way below the strategy's value per share of $84 and does not even rate in their prepared development to $179 per share by 2029. If then keep delivering on the development after 2029, this appears like more than a 4x.
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0:00 BN Stock.
1:07 Brookfield Business.
4:47 BN Rate Target 2029.
7:00 Do Not Watch This Part.
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LOL I really believed the first few mins. But then the sarcastic side came trough.
I literally bought 18 shares while listening to Sven. Then sold 2 mins later 😂
@ why did u sell? Its still a great business
Great contrarian view, love it. Brookfield is being hyped a lot in my opinion and I passed when I looked at it a few months ago.
90% of people realized it was a joke at 6:04
Real value investors knew it at 0:05 😂
Grande video Sven, tanto valore e analisi di qualità come sempre!
Why?
@@hansgeorg313 Why what?
Why it took 6 minutes to 90% of people? Because they are clueless speculators chasing whatever is going up.
The title is already telling you a joke is coming. And if that is not enough, the very first sentence confirms it.
@@mathewwilson9776 What is your argument? That Brookfield has gone up? So you can’t buy companies that have gone up? That has nothing to do with value investing.
I bought Brookfield in November 2023 and have a return of 89% since then.
Value investing means buying companies whose price is below their value.
He got me at the beginning. I literally thought he lost his mind. 😂
For a moment I thought I would be watching the paint dry from minute 6 onwards 😂
Probably the funniest video you have made.
It’s my largest stock position too (~10,5%). I always look if the net asset value is growing (NAV), looking on the pe ratio doesn’t help. It is always the case with real estate and infrastructure projects that there is a lot of debt, but brookfield seems to be good in managing the contracts with the occupier.
Thoroughly enjoyed the „what if“ analysis and going a bit more into the numbers, similar to the VW video recently. Thank you!
Thank you Sven, you gave all of us a good laugh for the weekend. 😂🤣🙃
As an owner of Brookfield, it was a funny video! But to be fair, I don’t think enough thought was given to the fact that the balance sheet is consolidated, the debt is non-recourse, the quality of the real estate assets is exceptional, and that Brookfield has done great during times of upheaval in the financial markets when financing was not available to others. The comments on Bill Ackman were a bit over the top for me. But thanks for the perspective.
Great video Sven! Thank you for this analysis. Investors here in Canada are enthralled with the Brookfield companies. A deeper look (like yours) tells the real story.
loved it ! nicely done sven . great video and even greater analysis. thank you for sharing your knowledge
briliant!!
That was so good. I had to watch it again !
Great video Sven. Love it.
hahaha that paint intermezzo made me laugh so much! Good stuff Sven!
I am at 5 seconds and you didn’t fool me!
The “watch paint dry” bit is hilarious!
15:10 Ok. You answer my question from back at 12:20. Thanks
watched 10 seconds and already bought this. if it does not work you’re to blame. let’s send this to the moon
One of the best videos. Thanks for the humour.
Nice video, very good informations and content! We have to stay rational and do value investing