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Building to the top: Bullish on Brookfield
Season 1
Episode 61
Published 1 year, 4 months ago
Description
0:00 Introduction 1:05 Is the September effect real? 4:52 Baskin's successful multi-baggers and performance 13:19 Feature discussion: Brookfield Investor Day 16:53 Brookfield's insider alignment with shareholder 17:55 Brookfield Corporation vs Brookfield Asset Management 20:15 Brookfield's strategy in the current economic environment 24:17 Oaktree & growth in private credit 26:50 Brookfield Corp's capital allocation strategy 30:11 Getting to $176 of value by 2029 39:37 Why we prefer BN to BAM 44:49 Succession in Brookfield In this week's episode, Barry and Ernest discuss why buying and holding compounders works before breaking down Brookfield's Investor Day