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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: weatherman   😊 😞
Number: of 488 
Subject: bn, bam near 52wk high
Date: 12/14/2023 9:47 AM
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not much discussion here from doomers or fans.
even though many large caps are not at highs, everyone is just assuming market correlation ?
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Author: weatherman   😊 😞
Number: of 488 
Subject: Re: bn, bam near 52wk high
Date: 12/14/2023 5:27 PM
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ok, will try to add some color here :

new podcast w/flatt :
https://www.brookfield.com/news-insights/podcasts/...

has a funny moment when bruce mentions brookfield is losing some of its own office space in order to lease to higher paying tenants, and the host offers some of his employers' (norges bank) obviously underutilized space elsewhere.

more interesting, from the decouple podcast, the cameco CEO hints that they got an absolute steal from brookfield in the westinghouse acquisition/partnership. of course nuclear energy has been on an absolute tear, but i recall some criticisms of brookfield holding on to ~half of westinghouse as a sign they could not find anyone to buy it all.




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