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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: rnam ✭☼  😊 😞
Number: of 579 
Subject: Re: BAM/BN arbitrage
Date: 02/14/23 12:41 PM
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No. of Recommendations: 6
Both as a high IV10/price opportunity (the long-term value of BN relative to the present quote), and quite separately for other types of investors with a shorter speculative stance (because of a possible pending private purchase by BN), the parent BN appears as a really great investment opportunity right now at $36 per share. Enjoying owning them today.

Can you please post an updated IV calculation for BN and BAM, with comparison to other attractive candidates for your investments? You occasionally posted your comparisons on the TMF Manlobbi Descent board, and I am hoping you will do so on Shrewdom as well.

Thanks.
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This community has written 574 posts about Brookfield Corporation. The article-length ones it recommended most:
BN fair value · 26 recs · 2023
Lotta talk, not much action · 21 recs · 2023
Plan value versus price · 20 recs · 2024
Convergence · 19 recs · 2023
Value versus price · 15 recs · 2024
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