Topic Archives: Brookfield Asset Management (BAM)

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

Comments

  • Sorry, I must have overlooked when you raised the buy under for BAM from $40....

  • Confidence in LMND? No, I wouldn't say Confidence is the word, but I do have a fascination with their business model an...

  • For some reason, I like the Sky Harbour idea, so I bought a s**tload of warrants. Travis, I know you sold out of LMND fo...

  • Thanks, Travis, for another well-written update and a balanced view of what could go right and wrong. I like your conti...

  • Looking at all the various RE investment options... a more than reasonable investment is BAM... trophy assets / great c...

  • When my FAANGS and FAANG-almosts are up on the day the PM small caps are down and then the next day the market reverses....

  • Travis - thank you for the excellent update, as always. Do you have any thoughts on Brookfield's BEP and BEPC? Both had ...

  • Excellent work, Doc I would only add that studies show fully 30% of all enlisted forces in the US refuse to take a vac...

  • Hello, Show me the deep water please, I can't swim but i need to, learn. At 72 I am brand new in buying/selling stocks....

  • Regarding BAM, how does Oaktree / Howard Marks figure into the case for BAM?...

  • Travis, thanks from Hong Kong for your insight and input. Can I ask for your thoughts as to why you invested in BAM rath...

  • Travis, thanks From Hong Kong for all the insights and analysis. Brookfield have been on my watchlist for a while but no...

  • Travis do you have any interest in BX, I had a hard choice with BAM and BX and eventually went with both....

  • FYI, Brookfield released a nice, calming letter to shareholders today: https://bam.brookfield.com/~/media/Files/B/Brookf...

  • Brookfield Infra Partners (BIP) has certainly been a great one, as has their parent Brookfield Asset Mgmt (BAM), which w...

  • I feel sick to my stomach on this one ! I have ignored Michael Robinson on several occasions including the village Farms...

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