giofranchi Posted June 9, 2015 Share Posted June 9, 2015 http://seekingalpha.com/article/3241826-brookfield-asset-managements-fee-growth-bodes-well-for-the-future?auth_param=7i5hb:1andlah:c31926acd78c5d91609b1bd13785922e&uprof=25 Cheers, Gio Link to comment Share on other sites More sharing options...
giofranchi Posted June 11, 2015 Share Posted June 11, 2015 http://seekingalpha.com/article/3250785-brookfield-asset-management-top-notch-alternative-asset-manager-a-steal-in-current-market?auth_param=7i5hb:1anhoat:a402df91073ff543240d5b2cbee4650f&uprof=25 Gio Link to comment Share on other sites More sharing options...
Liberty Posted June 20, 2015 Share Posted June 20, 2015 http://brooklyninvestor.blogspot.com/2015/06/brookfield-asset-management-bam.html Link to comment Share on other sites More sharing options...
giofranchi Posted July 28, 2015 Share Posted July 28, 2015 BAM: Misunderstood 83% Free Cash Flow Machine: Brookfield Asset Management GioBAM-July272015.pdf Link to comment Share on other sites More sharing options...
Guest notorious546 Posted October 7, 2015 Share Posted October 7, 2015 At its investor day in NYC this morning, BAM announced they are spinning off a 35% stake in Brookfield Business Partners to BAM shareholders, worth approx $500mm. This is their property and construction services businesses unit, and will be dual listed in the US and Canada. Watch for a special dividend in shares worth about $0.50/share in Q1/16. Link to comment Share on other sites More sharing options...
thefatbaboon Posted October 14, 2015 Share Posted October 14, 2015 http://www.bloomberg.com/news/articles/2015-10-14/ubs-sees-sovereign-assets-shrinking-by-1-2-trillion-by-year-end Link to comment Share on other sites More sharing options...
Guest notorious546 Posted October 14, 2015 Share Posted October 14, 2015 http://www.bloomberg.com/news/articles/2015-10-14/ubs-sees-sovereign-assets-shrinking-by-1-2-trillion-by-year-end this could be a nice little tailwind, will be interesting to see how this unfolds Link to comment Share on other sites More sharing options...
thefatbaboon Posted October 14, 2015 Share Posted October 14, 2015 http://www.bloomberg.com/news/articles/2015-10-14/ubs-sees-sovereign-assets-shrinking-by-1-2-trillion-by-year-end this could be a nice little tailwind, will be interesting to see how this unfolds You think tailwind? Link to comment Share on other sites More sharing options...
Guest notorious546 Posted October 14, 2015 Share Posted October 14, 2015 http://www.bloomberg.com/news/articles/2015-10-14/ubs-sees-sovereign-assets-shrinking-by-1-2-trillion-by-year-end this could be a nice little tailwind, will be interesting to see how this unfolds You think tailwind? might be some good assets to pick up from these sellers no? Seems like they will be attempting to create liquidity in a fairly short time frame Link to comment Share on other sites More sharing options...
Adam Posted January 6, 2016 Share Posted January 6, 2016 Can anyone comment on BAM? What do you think of the recent sell off? Link to comment Share on other sites More sharing options...
karthikpm Posted January 6, 2016 Share Posted January 6, 2016 I'm adding to BAM. I think they will do well over the next decade. They're good operators though commercial real estate looks like a bubble in NA. They have been adding in Brazil and other markets Link to comment Share on other sites More sharing options...
Aurelius Posted January 16, 2016 Share Posted January 16, 2016 Bruce Flatt Bloomberg Best interview: http://www.bloomberg.com/news/videos/2016-01-16/bloomberg-best-brookfield-ceo-bruce-flatt?cmpid=yhoo.headline Link to comment Share on other sites More sharing options...
marcowelby Posted January 17, 2016 Share Posted January 17, 2016 I like the interview. The best part for me is “If you can buy [assets] at a discount to replacement cost you have a huge margin of safety” Hard to argue with that! I like also the very long term value investment philosophy. Marc Link to comment Share on other sites More sharing options...
sys Posted January 17, 2016 Share Posted January 17, 2016 i always like what he has to say. but why is flatt giving interviews now? Link to comment Share on other sites More sharing options...
Guest notorious546 Posted January 27, 2016 Share Posted January 27, 2016 https://webcasts.welcome2theshow.com/cibcwhistler2016/brookfield-renewable Link to comment Share on other sites More sharing options...
LongTermView Posted January 28, 2016 Share Posted January 28, 2016 I like the interview. The best part for me is “If you can buy [assets] at a discount to replacement cost you have a huge margin of safety” Yeah, that Bloomberg interview was nice! Link to comment Share on other sites More sharing options...
KCLarkin Posted April 4, 2016 Share Posted April 4, 2016 There is some discussion of BAM on another thread. Please be aware that some shorts are circling this name. It is safe to assume that Bill Alpert didn't decide to write an article on obscure IFRS accounting at BAM without prompting: https://www.google.ca/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwjwmMTHi_bLAhUhmoMKHXcKB2MQqQIIHTAA&url=http%3A%2F%2Fwww.barrons.com%2Farticles%2Fhow-fair-are-brookfields-fair-value-estimates-1459570693&usg=AFQjCNEZKbCsUHtBRphUmlWUwXZownCL9w And Roddy Boyd: http://sirf-online.org/2013/11/18/brookfields-looking-glass-world/ Both these guys are friendly with some prominent short sellers. So longs should be prepared for a potential bear raid. Or there could be some real problems here. Disclosure: I own some BAM at a low cost base, but the company is way too complex for me to analyze. -- Modified Barron's link to use Google backdoor. Link to comment Share on other sites More sharing options...
Jurgis Posted April 4, 2016 Share Posted April 4, 2016 Disclosure: I own some BAM at a low cost base, but the company is way too complex for me to analyze. Right. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted April 4, 2016 Share Posted April 4, 2016 There is some discussion of BAM on another thread. Please be aware that some shorts are circling this name. It is safe to assume that Bill Alpert didn't decide to write an article on obscure IFRS accounting at BAM without prompting: http://www.barrons.com/articles/how-fair-are-brookfields-fair-value-estimates-1459570693?mod=BOL_hp_highlight_6 And Roddy Boyd: http://sirf-online.org/2013/11/18/brookfields-looking-glass-world/ Both these guys are friendly with some prominent short sellers. So longs should be prepared for a potential bear raid. Or there could be some real problems here. Disclosure: I own some BAM at a low cost base, but the company is way too complex for me to analyze. Is it really surprising that people don't use the same accounting treatment for the same assets? I'd be surprised if you really found management team's who own portions of assets arrived at the same exact value. Link to comment Share on other sites More sharing options...
EricSchleien Posted April 4, 2016 Share Posted April 4, 2016 Is this article less of a concern to those when you consider that asset sales have an impressive track record of being ABOVE what was stated on the books? BAM does have a history of being conservative on the balance sheet. So to those who are bearish on BAM -- I ask what is different now? Link to comment Share on other sites More sharing options...
100 Shares Posted April 4, 2016 Share Posted April 4, 2016 Is there a way to read te Barron's article without an account or can someone repost here? Thank you! Link to comment Share on other sites More sharing options...
Guest notorious546 Posted April 4, 2016 Share Posted April 4, 2016 Is there a way to read te Barron's article without an account or can someone repost here? Thank you! google the title, click the first link, worked for me Link to comment Share on other sites More sharing options...
100 Shares Posted April 4, 2016 Share Posted April 4, 2016 Thank you that worked. The link brought me to a locked article for some reason. Link to comment Share on other sites More sharing options...
sae85400 Posted April 4, 2016 Share Posted April 4, 2016 It will be available tomorrow or the next day to read for free if the google thing doesn't work(works for WSJ too) Link to comment Share on other sites More sharing options...
augustabound Posted April 4, 2016 Share Posted April 4, 2016 Thank you that worked. The link brought me to a locked article for some reason. Your referral link has to come from google. The Google backdoor works for WSJ and Barron's. Link to comment Share on other sites More sharing options...
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