brookfield corporation & asset management 2023 review [EP. 72]

Newcomer Investor

Contenuto fornito da Newcomer Investor. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Newcomer Investor o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

5M ago 24:09

MP3•Pagina principale dell'episodio

Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro

(0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM)

(7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional?

(15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfield’s real estate segment; what I am doing now with my brookfield shares

87 episodi

#Trading #Business #Newcomer Investor