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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" 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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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: dealraker   😊 😞
Number: of 574 
Subject: Re: Sell BAM, buy BN?
Date: 08/31/23 6:38 PM
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To allude to what I just wrote in the previous post, I'll make a very brief synopsis of what we did in the mid to late 1990's and GE. We, 5 of us, wrote "The 12 Ways GE Misleads Investors." It got us royally assaulted, people used the numbers Jack presented, never questioned them, but gave us hell-on-earth for saying, "Yea, those are legal numbers but..."

My thesis for some time is that Brookfield simply isn't doing as well as presented by its choices of how to attain the DE and FFO they present. It is a mild case in my view of the GE of the late 1990's.

I don't write things like "I could be wrong of course" which is and should always be a given or redundant use of words. We all are human.

I don't write to be a jerk or a oddball. I often have questioned mungo (Jim) over on the Berkshire board for his non-Berkshire posts, posts almost always given in the parent ego state. I'm not a child, I want to discuss things openly with other adults, I don't need a father figure.

I write to stimulate, interact, and gain insight to things that interest me and others. Nothing more, nothing less.

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This community has written 569 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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