Post #2 by rivervalley on the Manlobbi's Descent board

Investment Strategies / Manlobbi's Descent

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Dear Manlobbi

Would love to hear your perspective on the latest Brookfield spin.
The sell-off in the BAM feels somewhat predictable from the standpoint of existing shareholders seeing a small number of the new BAM shares show up in their account and selling (as I mistakenly did some years ago with a previous Brookfield spin and later regretted).
The asset management model seems less susceptible to the ups and downs of the commercial real estate market than overall Brookfield, but perhaps comes with new risks.
Have you done any IV calculations on the new companies?
Thank you again for creating these new Boards
Cheers

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