u/Murky_Breadfruit587

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
BN long -1.2%
Most Mentioned
BN ×1
Recent Calls
BN long 2 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return -1.2% Long Return -1.2% Short Return -
Average Return
7d +2.4%
30d —
90d —
Result
Result
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Entry
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Thesis
Theme
Source
BN Brookfie... Brookfield Corporation
Long
Jun 07
$44.60
-1.2%
Insider ownership at 11.2% (CEO owns 3.84%), $1B buybacks at ~$36/share when intrinsic value ~$68; $188B deployable capital; 15%+ historical returns. Massive AI infrastructure buildout ($7T opportunity) via NVIDIA partnership ($100B fund) and Google hydropower deal create a multi-year catalyst for asset deployment and fee income. BN offers a rare combination of aligned management, recurring carried interest ($11.8B), insurance float growth ($20B annuities in 2025), and exposure to secular AI/Infra trends – a long-term compounder at a potential discount. Commercial real estate exposure ($85.6B portfolio, leveraged with negative book value); unproven new CEO Connor Tesky; persistent inflation and high rates pressuring CRE valuations.
Insider ownership at 11.2% (CEO owns 3.84%), $1B buybacks at ~$36/share when intrinsic value ~$68; $188B deployable capital; 15%+ historical returns. Massive AI infrastructure buildout ($7T opportunity) via NVIDIA partnership ($100B fund) and Google hydropower deal create a multi-year catalyst for asset deployment and fee income. BN offers a rare combination of aligned management, recurring carried interest ($11.8B), insurance float growth ($20B annuities in 2025), and exposure to secular AI/Infra trends – a long-term compounder at a potential discount. Commercial real estate exposure ($85.6B portfolio, leveraged with negative book value); unproven new CEO Connor Tesky; persistent inflation and high rates pressuring CRE valuations.
Other
REDDIT
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u/Murky_Breadfruit587 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: BN.