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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: weatherman   😊 😞
Number: of 488 
Subject: Re: Big payday for Brookfield
Date: 01/16/2025 9:09 PM
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this seems pretty typical for when brookfield notches a win when having control stake.
first, they buy cheap, second they bring 'enough' operational improvements.
third, also like the westinghouse case, they buy into a secular trend during cyclical pessimism.


it's too difficult to predict what trump\MAGA may end up doing, especially if there is nothing in it for friends&family.
but more resilience is great.

on a sidenote: it was also impressive that brookfield recently abandoned pursuit of grifols, for anyone familiar with that company's long disastrous capital allocation history and current situation.
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