No. of Recommendations: 5
To allude to what I just wrote in the previous post, I'll make a very brief synopsis of what we did in the mid to late 1990's and GE. We, 5 of us, wrote "The 12 Ways GE Misleads Investors." It got us royally assaulted, people used the numbers Jack presented, never questioned them, but gave us hell-on-earth for saying, "Yea, those are legal numbers but..."
My thesis for some time is that Brookfield simply isn't doing as well as presented by its choices of how to attain the DE and FFO they present. It is a mild case in my view of the GE of the late 1990's.
I don't write things like "I could be wrong of course" which is and should always be a given or redundant use of words. We all are human.
I don't write to be a jerk or a oddball. I often have questioned mungo (Jim) over on the Berkshire board for his non-Berkshire posts, posts almost always given in the parent ego state. I'm not a child, I want to discuss things openly with other adults, I don't need a father figure.
I write to stimulate, interact, and gain insight to things that interest me and others. Nothing more, nothing less.