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Max Drolet's avatar

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!

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Simon Handrahan's avatar

thanks max! how long have you owned? What do you think the biggest long term risk is?

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Max Drolet's avatar

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.

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GG's avatar

Do you think it was Chuck Akre who took the position? I thought he had retired ?

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Marcus Brinneman's avatar

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.

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