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!
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!
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.