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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.
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Investment Strategies / Manlobbi's Descent
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Author: rivervalley   😊 😞
Number: of 27 
Subject: Brookfield Spin
Date: 12/16/22 3:34 AM
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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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This community has written 27 posts about Manlobbi's Descent. The article-length ones it recommended most:
Google cloud contributes to IV10/price · 44 recs · 2025
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IV10/price deltas · 22 recs · 2023
humanities & behavioral finance · 6 recs · 2025
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