Post #353 by weatherman on the Brookfield Corporation board

Stocks A to Z / Stocks B / Brookfield Corporation (BN)

Unthreaded | Threaded | Whole Thread (3)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 1

_dalrymple's strategy now seems fixed on cyclically weak segments rather than the entire brookfield complex:
https://brookfield.substack.com/p/bip-the-conseque...

_well-run companies continue trend towards paying higher prices for green power, as per amazon's recent deal with talen for nuclear.

_like blackstone, brookfield is also stepping into residential in a major way, with a concentrated bet on the SF area.
(as a former bay area resident, i opine its still mostly a great place for those that dont commute. downtown used be fun, and a short commute to a crappy area is still better than a long commute anywhere.)
so let's hope this goes better than BN's big bet on the downtown LA commercial space.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (3)

Prev | Next

Announcements

Brookfield Corporation FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.