Brookfield Corp and it's different groups is around 15% of my portfolio. Been adding a lot in the last year because of the price drop. Good read thanks!
Been holding since late 2019. High interest for a long time can affect the bottom line but the management team have already been through that back in the 80-90. The properties segment I think is the most vulnerable. Work from home and online shopping are not two good trends for the segment.
Great write up Simon. A fairly hard to understand business with all the different segments. Easy to understand. I like the long term vision, also saw Mohnish has a position. His only other US holding is Micron.
Brookfield Corp and it's different groups is around 15% of my portfolio. Been adding a lot in the last year because of the price drop. Good read thanks!
thanks max! how long have you owned? What do you think the biggest long term risk is?
Been holding since late 2019. High interest for a long time can affect the bottom line but the management team have already been through that back in the 80-90. The properties segment I think is the most vulnerable. Work from home and online shopping are not two good trends for the segment.
Do you think it was Chuck Akre who took the position? I thought he had retired ?
Great write up Simon. A fairly hard to understand business with all the different segments. Easy to understand. I like the long term vision, also saw Mohnish has a position. His only other US holding is Micron.