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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: DTB ✶  😊 😞
Number: of 574 
Subject: BN - refocusing as insurance investor ?
Date: 02/05/26 12:05 PM
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Brookfield Corp. is planning to refocus itself into an investment-led insurer, marking a turn for the Canadian money manager that built its name as an owner of real assets.

For years, Brookfield used its capital to mostly invest in real assets alongside its clients in the asset management business, Chief Executive Officer Bruce Flatt wrote in a letter to shareholders on Thursday, alongside reporting second-quarter results.

“In our next evolution, we are focusing our balance sheet to back our growing insurance operations, meaning that our capital will increasingly come from individual investors via our insurance float,” he said.
insurancejournal.com: Brookfield Turns Focus to Insurance as Source of Fresh Capital

I knew Brookfield had insurance operations and that they had been expanding them, but I missed the memo about this turn being more than just beefing up the insurance business. It looks more like Flatt wants to convert Brookfield Corp into somethiing more like Berkshire Hathaway, funding capital investments with insurance float. This is also the model that Bruce Ackman is pursuing with Howard Hughes Holdings.

Has anyone seen a good description of what the game plan is, to effectuate this transformation?
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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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