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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: rnam ✭☼  😊 😞
Number: of 574 
Subject: Wealth Management
Date: 11/15/25 5:29 PM
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Is BNT, the Wealth Management arm going to become increasingly important and change BN from a mostly “real asset” company to a blended real and financial asset company changing its risk ptofile.

The asset gathering has been funded through the assumption of insurance liabilities. This is very different from funding assets from investors - as it comes with complex insurance liabilities. A successful insurance company has to be as successful in underwriting as it is in investment.

There are question marks about whether reserves in the acquired P&C business is adequate. BNT increased estimates for prior year losses. Maybe this was part of the reason for decline in BN share price, even though earnings from “real asset” businesses were good.

seekingalpha.com - Dont buy brookfield unless you understand this
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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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