BN Brookfield Corporation Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:35
Oct 06
Oct 06
r/ETFs
BN second-largest holding, multi-year conviction
The author discloses Brookfield (BN) as their second-largest position at 17.6% of the portfolio, held on personal conviction with a multi-year horizon. No company-specific catalyst or valuation argument is provided. The stated risk is the large individual-stock concentration in a small account.
15:34
Oct 06
Oct 06
r/ValueInvesting
BN conviction holding, 17.6% of portfolio
The author holds BN as 17.6% of their portfolio, citing personal conviction and an intent to hold for a couple of years. The stated risk is the acknowledged concentration in two large individual stocks.
16:15
Oct 04
Oct 04
El Arte de Invertir
Brookfield discounted asset manager with AI kicker
Ackman holds Brookfield as one of his largest investments (over $2.4bn) and prefers BN over Brookfield Asset Management. He likes its asset-management model with fee income, ownership of operating businesses such as Brookfield Renewables and Brookfield Properties, and AI/data-center, nuclear, and energy projects. Even if AI spending disappoints, it is only 5-10% of the business; growth should absorb it. Brookfield targets 15% annual shareholder value creation, has doubled distributable earnings, and trades around 10x earnings versus a 14-15x historical average.
About BN Investor Commentary
Across the available history and selected sources, Buzzberg tracks BN (Brookfield Corporation) across 24 sources: 14 bullish vs 1 bearish calls from 27 authors. Historical directional balance: 36% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 36 total trade ideas tracked. Latest voices: u/Ok-Nefariousness2375, Bill Ackman.