Subject: Re: 2023 Investor Day
Do any of you guys conceptualize that on investor day you are listening to some very motivated hard core salespeople who are focused on raising $ for Brookfield to fee? The value people, if it isn't yet clear to you, is in the fee business.
Whether you gain access to that with BN or BAM and choose based on that hopeful access given valuations...it is your decision and it gets complicated.
But as far as this bunch being Warren Buffett investors? Lord help, give it a break.
And think about interest rates. The hard selling presenters say 95% of financing is fixed, in classic Brookfield promotion. I'd look at the financial statements if I were you at some point...along with the good looking obviously bright and super-duper salespeople doing these presentations.
Fees and more fees, the game is perfectly obvious and it ain't investing acumen that's running this show.