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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: Baybrooke   😊 😞
Number: of 574 
Subject: Re: Before this cycle ends
Date: 10/03/23 12:38 AM
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No. of Recommendations: 16
Very nice and precise low blow there Baybrooke taking a few of my words and deliberately using them complete out of context.

My intent was not to take anything out of context nor was my intent to rebut your post. Your full post is anyway available for everyone to read. I was simply using your sentence as a prop to make some general comments on interest rates and thinking that higher interest rates may not have too much of an impact on fund raising. It will very helpful if someone can provide more insight into this from an institutional investor's perspective. How do they evaluate investing in Brookfield funds versus all the other alternatives available to them. Is there an article someone can point to?

By the way, please don't assume people are being adversarial. This is not a debate where we need to dig in, take sides and prove the opposing team wrong. It's just a friendly discussion, an attempt to find out what is actually true.

Jim called me ... on the Berkshire board for calling him out on his non-Berk stock picks. I'd call you something too, but I'll refrain.

Thank you for refraining. When TMF shut down the old boards, I would have assigned a ZERO percent probability that someone would create a replica. The fact that these boards exist is truly a miracle. No need to trample on this heavenly gift by using unseemly language.

Garbage dude, nothing but trash. What you believe, or don't believe here with Brookfield, is likely enormous.

Well, it's highly unlikely that investing in BN will result in a permanent loss of capital. This is not a speculative penny stock we are discussing. But I agree it's very much possible that future returns will be significantly less than expected, not index beating, and that would be very disappointing indeed.

My defense against stupidity and overconfidence is conservative position sizing, trading discipline and seeking out opposing view points. So please continue positing, if possible in a gentler tone.
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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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