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October 29, 2023

written by reader Brookfield Alleged Accounting Issues

Long $BN, $BAM Travis, I’m attaching the links for two recent Seeking Alpha articles pertaining to alleged problems with Brookfield accounting practices. The first is from an investor who has taken a short position in BIP. The second article is from a previously long investor who appears to now agree in the main with the […]

Recent Author Comments

On Microblog: Brookfield Alleged Accounting Issues
Posted on November 1, 2023

Travis, Thanks for the well-considered reply. In the two Seeking Alpha articles referenced above, there were comments from a few readers who had contacted Brookfield’s IR group requesting that Brookfield provide a response to the short report or addre[...]

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On Detease: "New Breakthrough 'Living Software' is The Army's #1 A.I. Weapon"
Posted on March 28, 2023

Travis, Have you considered using one of the AI bots for a Thinkolator exercise?[...]

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On Winners of "Landlord Nation" teased by Wealthpress
Posted on September 9, 2022

Re: "...retail real estate was not a hot idea when retail went into hibernation in 2000,..." I believe you intended this to be 2020 rather than 2000?[...]

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On "Will This New Vehicle Take Over the Exploding EV Industry?"
Posted on July 21, 2022

Did you intend to have a link here?[...]

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On Friday File: De-tease of "Project Petrogonia"
Posted on April 22, 2022

Anyone know whats going on with Goosehead Insurance (GSHD)? The stock has been in a steep decline for months, dropping more than 2/3 from its high and now near a 2-yr low. I feel like I must have missed some important news.[...]

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On Friday File: Fed Foofaraw, and a Hodgepodge of Real Money Portfolio company updates
Posted on June 19, 2021

Am I overlooking the link to the Real Money Portfolio, or is it missing from this week's article?[...]

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On What's teased by Mizrahi as "IoMT: The Hottest Stock to Buy Right Now"?
Posted on March 23, 2021

You may be watching for a long time. I held a position in Cerner for about 3-1/2 years and their financial performance always seemed to be meh. I finally gave up and sold last October for a small gain. I see that their close today is down from when I so[...]

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On Friday File: What is the Real Money Portfolio? (Plus a few trades)
Posted on August 25, 2018

Travis, thanks for sharing the Real Money Portfolio tabulation. I have a question regarding the entry on Line 101, which is a tabulation for sale of Social Capital Hedosophia Units (IPOAU). It shows a sell price of $10.56, a purchase price of $12.37, and[...]

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On Biotech Discussion... continued
Posted on May 18, 2018

Some disappointing results released during the ASCO preview round. https://endpts.com/syndax-is-hit-with-a-setback-during-the-asco-preview-round-as-lead-drug-flops-in-mid-stage-study/[...]

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On The Twelve Biotechs of Christmas 2018: Balthasar
Posted on January 16, 2018

Join the discussion $HALO - Thanks for the heads up. I sold for $16.70 at 7:50 EST.[...]

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On The Twelve Biotechs of Christmas 2018: Balthasar
Posted on January 13, 2018

Join the discussion $Hepatitis. My reading indicates Hepatitis B.[...]

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On Special Comment: Update from $ARTH CEO Terrence Norchi, MD, MBA
Posted on December 11, 2017

$KSS FundingDitto johnboy's PS[...]

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