No. of Recommendations: 3
ultimatespinach and Baybrooke thanks for your work, it is long overdue that there is more independent insight attempts into the Brookfield operations, stocks I have owned for decades buying as Brascan long ago.
What you may also want to do is read Alexander Steinberg's discussions with others in the comments below his article where he nudges towards stating things that he was unable to put in the original article. He says he was encouraged by SA to "soften" some of his wording.
While I will continue to hold Brookfield entities and maybe even add at times, I am still thinking the investment community is far too optimistic on the entities outside of the asset manager. Here is a link to yet another such publication as analysis on Brookfield, the shortcut hype-and-type that drives me nuts for a number of reasons for years now. But it is typical, and again is the majority view of anything Brookfield.
https://baskinwealth.com/an-ernest-opinion/a-compo...Anyway, you guys are doing good work and I hope you keep it up. As I've said about Brookfield for some time don't overpay! To me the runups are getting more brief as time passes.
