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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: weatherman   😊 😞
Number: of 501 
Subject: spanning AI
Date: 08/18/2025 11:11 AM
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No. of Recommendations: 4
glossy on how brookfield spans AI.
https://www.brookfield.com/news-insights/insights/...

contrast this with verdad (and a few others) who state never has so much capital poured into a theme without waste and major busts. (railroads, cars, telecom, etc...)
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Author: weatherman   😊 😞
Number: of 501 
Subject: Re: spanning AI
Date: 08/21/2025 11:02 AM
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No. of Recommendations: 2

many fascinating points in smead post.
but for brookfield, they clearly feel they must be on the 'pick&shovel' winning side of current AI capex overspend.

https://smeadcap.com/missives/the-stock-markets-be...
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