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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: rnam ✧  😊 😞
Number: of 488 
Subject: 2022Q4 Shareholder Letter
Date: 02/10/2023 2:06 PM
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With our asset manager now trading separately and set on its own path, Brookfield Corporation is focused on allocating and deploying its capital to maximize the value of our balance sheet. With a net asset value per share which we estimate to be vastly higher than our share price, we expect to continue to use our cash resources to repurchase shares in the market. If the discount persists, we will also consider other options, including a tender offer.

https://bn.brookfield.com/sites/brookfield-bn/file...

Managements Valuation of BPG at 22 times cash flow seems excessive, esp. at current interest rates. Rest of the businesses are valued around 11 times cashflow.

https://bn.brookfield.com/sites/brookfield-bn/file...
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