BROOKFIELD STOCK IS A SUPER BUY (4X by 2029) TOP ACKMAN POSITION!

[@IamJonny-o4v]

Biggest lesson i learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

[@TinaJames222]

Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

[@MattsMkia]

Uncertainty... it took me 5 years to stop trying to predict what’s about to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

[@JohnSmith060]

Could you kindly elaborate on the advisor's background and qualifications?

[@MattsMkia]

My CFA ’ Melissa Terri Swayne’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@ChristianKelv]

I just looked up this person on web out of curiosity, and surprisingly she seems really proficient. I thought this was just some overrated BS, I appreciate this.

[@PASCALDAB]

I currently have a $280k stock portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and QQQ overlap too much to make sense holding both?

[@viviancarolgioao]

You might also follow a lots stocks across other industries. I'll advise you to work with an expert who can assist you decide when is the best to buy and sell the shares or ETFs you want to acquire since you don't have to act on every forecast.

[@Tonyrobs2]

No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.

[@DonaldStokes-p]

that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt

[@Tonyrobs2]

Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@DonaldStokes-p]

Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

[@Aarrenrhonda3]

I recently sold off a good portion of my stock holdings totaling about $400k, with roughly half of them being tech stocks that i think are overvalued. Am I better off putting the money somewhere else or sit out and wait for a correction?

[@Peterl4290]

Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~10% profit. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions.

[@larrypaul-cw9nk]

I was also in a similar position few years ago, i took profit and it went even higher. Upon realizing that a change was necessary, I consulted a brokerage adviser in 2020 and since then my $1.2m portfolio has averaged 25% annually through restructuring and diversification using growth/blue chip stocks, ETFs, mutual funds, and REITs.

[@Mrshuster]

Please can you leave the info of your investment advsor here? I’m in dire need for one.

[@larrypaul-cw9nk]

Her name is Annette Marie Holt can't divulge much. Most likely, the internet should have her basic info, you can research if you like

[@larrypaul-cw9nk]

My CFA Annette Christine Conte a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@CrankingAllDay]

Brookfield does always overpay for their assets. But as a canadian who sees and works with many brookfield companies, they usually bring in a very strong management team to fix poorly performing assets. Brookfield is usually known as a powerhouse in any industry they are involved in, with a very strong management team.

[@jonathankrimer]

Who is going to fill all those buildings while people work from home? If the politician has let the free mark get run, they would drop like a stone

[@MarioMasaPario]

He got me at the beginning. I literally thought he lost his mind. 😂

[@lonnykid2997]

Sven would never.

[@ax99investments47]

the same here

[@sashamillaus9187]

Sven your sarcasm has gone overboard need to rein it in.

[@christian-s1i1w]

As an owner of Brookfield, it was a funny video! But to be fair, I don't think enough thought was given to the fact that the balance sheet is consolidated, the debt is non-recourse, the quality of the real estate assets is exceptional, and that Brookfield has done great during times of upheaval in the financial markets when financing was not available to others. The comments on Bill Ackman were a bit over the top for me. But thanks for the perspective.

[@paultweedley2026]

Brookfield are an organisation with no solid foundations, that will be exposed in the next economic crisis when it comes, the balance sheet is auful!

[@helloken]

It's nice to have different perspectives. This is why it's crucial to know what you own. If you really have a deep understanding for the things you own, you can agree or disagree with others without needing to waver on your conviction. Good luck with Brookfield!

[@MaxHTde]

The debt is higher than their market cap lol

[@jayceh]

​@@MaxHTdeluckily you value debt against assets not market cap

[@chaylez4102]

this guy just called bill ackman a fraud and showed one bad stock pick from ackman, while he has been underpeforming the market for years, made me giggle a bit tbh

[@philippusparacelsus4136]

I am at 5 seconds and you didn't fool me! The "watch paint dry" bit is hilarious!

[@Value-Investing]

hahahaha

[@utah938]

90% of people realized it was a joke at 6:04 Real value investors knew it at 0:05 😂 Grande video Sven, tanto valore e analisi di qualità come sempre!

[@hansgeorg313]

Why?

[@mathewwilson9776]

@@hansgeorg313 Why what? Why it took 6 minutes to 90% of people? Because they are clueless speculators chasing whatever is going up. The title is already telling you a joke is coming. And if that is not enough, the very first sentence confirms it.

[@hansgeorg313]

@@mathewwilson9776 What is your argument? That Brookfield has gone up? So you can't buy companies that have gone up? That has nothing to do with value investing. I bought Brookfield in November 2023 and have a return of 89% since then. Value investing means buying companies whose price is below their value.

[@frisos3944]

I was worried the first few minutes that Sven sold his soul to the devil 😂

[@crohmer]

way to sound like an elitist jerk, "real value investors" lol smh wut BN is a great company

[@jayceh]

So when interest rates went from 0% to 5% between 2020 to 2024...how did Brookfield do? Brookfield is entirely different than Berkshire because they are trying to buy assets and then _operating_ them. Buffett absolutely does not want to build or operate anything. So there's no overlap in their investment venn diagram.

[@Value-Investing]

thanks for sharing!

[@DiogoSilva-ii9ws]

this needs a react from Mr Pronk :D

[@martinbengtsson3632]

He did respond on his Patrion. Sven is way of on this one.

[@DiogoSilva-ii9ws]

@@martinbengtsson3632 not sure if he is off.. everyone is a genius on leverage until they suddenly aren't

[@mark4605]

LOL I really believed the first few mins. But then the sarcastic side came trough.

[@tucoramirez9557]

I literally bought 18 shares while listening to Sven. Then sold 2 mins later 😂

[@mark4605]

@ why did u sell? Its still a great business

[@operationcenterbravo]

​@@mark4605Because it is a joke.

[@danielegianetti5599]

Same here ..."Sven is high today" I thought 😂

[@FedericoG-p3w]

​@@operationcenterbravosven analysis is a joke, not the company

[@rocking1313]

- For a moment I thought Sven forgot about his earlier videos ! Great video Sven - Hidden leverage vs ability to keep borrowing due to easy financial conditions - Misalignment of interest between owners (carry as fund mgr + bonuses through fees) vs downside for shareholders due to leverage and refinancing risks!

[@Frans-x6d]

It's my largest stock position too (~10,5%). I always look if the net asset value is growing (NAV), looking on the pe ratio doesn't help. It is always the case with real estate and infrastructure projects that there is a lot of debt, but brookfield seems to be good in managing the contracts with the occupier.

[@CrankingAllDay]

Brookfield is my largest holding. I do feel like this video is poorly researched, mostly due to complex nature of the company. They do use lots of debt since they mostly invested into alternative assets like utilities that are capital heavy, which is the industry norm. A good example is like using a mortgage to buy a cashflow positive rental property.

[@bradmurphy3702]

Bro. Remember when you said goggle was still overall valued under 100?

[@LuceWilliam-ir9mg]

Nvidia or apple which is a better investment now? just got my lump sum inheritance and would love to put my money to work, so i can earn in dividends, i'm also looking at paying mortgage where rates are not so high.

[@AnthonyKilgore-u7r]

Despite the fact that many believe it is a bubble, Nvidia currently has a higher valuation than Apple.

[@MaithaShamma]

The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since the covid-outbreak to date, summing up nearly $1m.

[@RahimMadison]

truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

[@MaithaShamma]

*Layan Talia Chokr* is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did

[@RahimMadison]

thanks for sharing, I must say Layan appears to be quite knowledgeable.. just inputted her full name on the web and at once came across her consulting page, no bs!

[@PaulaCarbonell-n7j]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@j.ottinger]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.

[@speak2Gary]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $$275k to $850K...

[@kevincasey1]

truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a financial advisors... mind sharing info of this professional guiding you please?

[@speak2Gary]

Annette Marie Holt is the the licensed coach i use

[@kevincasey1]

Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from her

[@sat_lok_]

Listen to Daniel Pronk on Brookfield. I believe he explains their company much more in depth and why it is a solid investment. Nothing against Sven, thank you for the video.

[@Value-Investing]

I checked a bit, now I see I didn't even mention UNREALIZED GAINS ON CARRIED INTEREST - hm, I'll have to make another video, the bullshit just keeps on compounding....

[@sat_lok_]

@@Value-Investing I’m up a pretty penny so no complaints. Will continuously assess

[@trodg]

You should put your money under your mattress, Sven. The scary stock market can't take your money if its there.​@@Value-Investing

[@TimPaddy]

​@@Value-Investingplease do a follow up! One of my favorite subjects in investing content is when funny business gets called out.

[@valeriel1292]

Love the frequency of videos Sven!

[@scottiebumich]

It is really disappointing for someone who claims to have a PhD to give such a Elementary overview find Value is their own valuation. They apply evaluation multiple on carried interest as projected and not even earned so they are multiplying wishful thinking. Also they are just adding the current value of their public equities being held which completely ignores Brookfield Asset Management currently being valued at Sky High prices. Also if you review what their stock versus planned value Gap has been going back to the 90s it is always been 50% never achieved in their entire history. Having said that I still have 12% of my portfolio with them average price of $33

[@scottiebumich]

The more I listen the more wrong this guy is. He talks about liabilities but doesn't even count that they only have 13 or so billion of corporate level debt. All the other debt is non-recourse Which will equate to nearly no equity drain giving naked simply walk away from their debt. Also that that is not even held at the corporate level, much of it is in their subsidiaries so a default doesn't even hit the corporation

[@Helen_white1]

With Trump's re-election, both US stocks and Bitcoin are seeing strong gains. I'm eyeing the potential for more market volatility, but Bitcoin's all-time high is interesting. With inflation and interest rates on the rise, I'm wondering if this is a good time to dive deeper into stocks or focus on crypto for diversification. Any thoughts on balancing both?

[@DhanaPayar]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@BridgetMiller-]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@Lewistonwilliams-f5i]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@BridgetMiller-]

Stacy Lynn Staples has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration..

[@Theodorebarba]

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

[@evarlast]

I sold everything and bought BN shares at 5 min and closed the tab 6min into the video. What did I miss?

[@scottiebumich]

This guy is claiming that they are just making up the valuations of the private firms they own. Does he realize they have been doing this for 30 years and when they monetize those assets they end up selling them for more than they value themselves

[@petertofinetti6565]

Exactly! I’ve been in BN for over 20 years and guys like this have come and gone. I’ll take my 18% a year until I retire, thank you

[@alang8850]

I have been in BN for a long time. The company structure is crazy hard and the hearing ratio rise in the subs and parent are very disheartenin.

[@witoldwaligora]

Amazing! Finally solid buy signals, like a proper financial youtuber. I bought calls, leverage^3. Made me smile, keep it up!

[@AshiStarshade]

But you don't know when it will pop

[@RafitoMembroza]

@@AshiStarshade you don’t get his irony 😂

[@syntaxmsi]

Great video Sven! Thank you for this analysis. Investors here in Canada are enthralled with the Brookfield companies. A deeper look (like yours) tells the real story.

[@Future_Fortunes_DE]

I think Ackman is a great investor and Sven pumps out such a video in less than 1 day. Sven did not put enough efforts into understanding the thought prozess of Ackman. Sadly, this Channel lacks of true in depth quality analysis for quite some time now. 😢

[@steveboyd3455]

The AUM at BN is high but the assets are not all held by BN; BN runs funds that others buy into and it is them that are doing the investing through BN. BN does have their own capital but a tremendous amount of what they are doing is providing opportunities for institutional investors to buy assets that they run and collect fees from, in their funds.

[@BerkshireTwanaway]

So, Blackstone, Brookfield are doomed ? Mark Carney, Howard Marks and Bruce Flatt are all wrong ?

[@texaswoody1]

Oh Sven! You're killing me my friend!! You are WAAAY too good at sarcasm. I was on the edge of my seat at first. Thinking you were describing the closest thing to a sure thing in a long time. Boy, that 2nd half of the video hurt. 😢 Oh well, tomorrow is another day. Maybe we'll find a "sure thing" soon. Be well, and have a blessed weekend!

[@patricks1251]

Sven the 84 dollars is the canadian price and i believe the presentation is in canadian dollars... you were quoting the USD price of the cross listed shares..

[@petertofinetti6565]

I’m pretty sure you’re right. Even bean counters don’t get that sometimes

[@rangouel]

I have never heard you so enthousiastic for a stock. For a while i thought that you were drunk until "dont watch this part" came 😄😄

[@Value-Investing]

:-)))

[@NiekVink]

hahaha that paint intermezzo made me laugh so much! Good stuff Sven!

[@Value-Investing]

thanks!

[@SameerKhan-gv8mt]

ONE OF THE BEST VIDEOS FROM SVEN !!! AMAZING WORK.

[@hellasgiannis]

I was worried at the start of your video, because I have never seen you being sarcastic before ... But when I saw the paint drying and the "don't watch this part" , and the French hanky panty part , I really enjoyed it! Maybe you should incorporate more of those! Also , maybe a look at the Russell 2000? I bought a while ago seeing the stagnation and now its doing really well, after the elections and the lower interests, I would really enjoy seeing your thoughts.

[@christiefamily545]

Beautiful…. Charlie Munger is alive and well in Sven Carlin 😂

[@Dank_Matmo]

I love this comment 😂

[@alext1723]

Great contrarian view, love it. Brookfield is being hyped a lot in my opinion and I passed when I looked at it a few months ago.

[@seangill83]

Best analysis of Brookfield I've seen by far, thank you

[@Value-Investing]

thanks!

[@florianffm]

Thank you Sven, you gave all of us a good laugh for the weekend. 😂🤣🙃

[@cirrus645]

Thoroughly enjoyed the „what if“ analysis and going a bit more into the numbers, similar to the VW video recently. Thank you!

[@fepeerreview3150]

Very interesting! And I'm enjoying the humor. I'm still here because markets are closed due to the holiday.

[@Value-Investing]

:-)))

[@WolfBoehme]

Great video. Great presentation. Thank you!

[@adrianperezpardo334]

The best video ever Sven😂!!! I have watched thousands but this was fun and yet educational

[@PieterDaniell]

I will write you an e-mail in 4 years time when my 10 brookfield shares start popping. Good weekend Sven and God bless you and your family.

[@bardhylhoxha5439]

Excellent video Sven! One comment, in your analysis I would suggest to consider Management, Bruce Flatt (CEO) is considered Warren Buffet of Canada. In addition, it has more than 50% of Oaktree Capital lead by Howard Marks, which is considered in knowledge similar to Charlie Munger.

[@notnoternexto]

oaktree is no longer led by Howard Marks, he is the co-chairman of the board.. he is not running the day to day business therefore is not led by him.

[@leonardom6031]

This is really interesting video, I also was questioning the IFRS standard and looks interesting.

[@leonardom6031]

The company where I work use IFRS and during Half report generate also the adjusted one. The adjusted one is looking alway better then IFRS, because seems there are some capitalised costs in IFRS. How can I validate it on GAAP standard? Adjusted is same as GAAP?

[@brantchev]

Absolutely love your videos, Sven! Value Gems - all of them! Keep up the good work!

[@lamanchamediatube]

Great video. I couldn't believe what I was seeing cuz I knew that they had a ton of debt. You had me go in there for a minute though

[@Value-Investing]

:-)

[@roeboeski]

I love this version of Sven!

[@doublecrunch]

Thanks Sven, I like how you look at stocks outside the radar and how you simply explain complex ideas. Thank you. Also, I think I’d prefer less click bait in your titles and sarcasm in your videos (eg. 5:30 - 6:00) as I find it confusing although I do understand what you’re trying to do. Finally, because you’re so good at explaining hard concepts simply and valuing companies, I think I’d prefer you taking more time researching which would mean less videos but of even better quality. Thanks

[@Value-Investing]

actually, the more videos I do, the more I work and do research, seems funny but that is the best way for me to operate!

[@snoomtreb]

While I agree they are rate-sensitive to say the least. There is an important thing you are missing. Most of this debt is consolidated from other companies where they are just a shareholder, but they have to consolidate because they own over a particular%. However if you zoom out, these assets are just quoted on the stock market, which makes the valuation transparent. It would be like you owning GM stock and the bank not borrowing you money cause GM has too much debt. Again, the performance of the stock is absolutely determined by rates. But there's a lot less risk here than the GAAP numbers would suggest.

[@PeterPanda00]

Did he ever get one right? Maybe he is better than Ackman

[@ilansirkis6142]

Hi Sven', ty for the writing, i am a follower and a fan. as i understand brookfield manage about 460 bilions$ of 2200 institutional and other investors. and about 40 bilions$ of her own equity. they invest in very predictable cash flow streams and lever it up 50%. so if it was a single company the balance sheet could have shown: assets 1000, loan 500, minority 460, equity 40. so it not like we are looking at a highly levered company(11.5) with 500 assets, 460 loan and 40 equity. we just don't see the institutional investors money.

[@LizaPhilips]

It is post elections and the market has started being bullish based on evidence. I just sold some property and I have some cash to re-invest, thinking of diversifying my investment on NVIDIA,TSLA,META. Am in so long its tech.

[@scottarmstrong11]

I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists

[@Johnlarry12]

Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

[@frankbarnes22]

Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

[@Johnlarry12]

I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Carol Vivian Constable for years and highly recommend her. Look her up to see if she meets your criteria.

[@Johnlarry12]

My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@SerdarByk]

This was a great content and presentation! Presentation on capturing the attention of potentially hooked people then catch their attention to explain the "risk" that is supposed to be moderate. Hats off! The content is also quite educational, helps me be more critical with ambiguous claims from companies along with the regulations on valuation 🤯 Thank you!

[@superjiggiesbd123]

hi Sven. I'm very curious about Kodak stock, as they have a negative enterprise value. It seems if they just closed up shop today, paid down their debt and paid their cash to their share holders, it would be a 100% return. Can you make a video about this? Seems too good to be true.

[@Value-Investing]

let me check!

[@sandysamith7218]

Great video Sven! I’m French and own Brookfield shares. 😅

[@GehaktmoleN88]

This is one of your best video's ever!

[@Value-Investing]

thanks!

[@exursist]

Haha this was great Sven 😂 Would love more videos like this. And i bet it gets everyone to watch more of the video too.

[@dmitriguzhel9515]

Your best video by far this year.

[@JB-jkhb1972]

One of your best videos of the last 5 years 🎉👍👏👏👏👏👏👏👏

[@tento-if5if]

Finally i find someone who do the hard work and voice out how this PEs era is cooking the cap market for new crisis.

[@calvinchong2197]

Not gonna lie, Sven got me in the first half. Even though I was a little skeptical when I hear private equity

[@Adrian-cn5rk]

This has been easily my favourite video of yours!

[@cruzperegrina5454]

Really love the analysis. Any thoughts on SBLK? its been dropping, maybe a buy?

[@Value-Investing]

have to check, many requests

[@christopherschneller3984]

This is the best video I have seen in a while. Very good content, good storyline. No buy for me.

[@extramild1]

Was there not a big spin out from Brookfield approx two years ago which would account for it dip?

[@jametti3141]

Great video Sven! Good to have someone look through the hype and management promotion to outline the real risk. Inflated valuations + leverage turns ugly eventually.

[@itayoded1155]

Amazing video! Sven is literally the only one on youtube I trust his opinion…

[@saffihify]

I appreciate it! ❤️ I didn't fully understand the risk and bought a bit of BN. Thank you for shedding light on the debt risk. You mentioned in another video that the Fed might be wrong. Also the gold/copper indicators suggest rates could go up...

[@Xoq123]

Thank you Sven, this was by far the best Video, i couldn’t stop smiling, great job! 👏

[@Dan-wg5gq]

I was watching paint dry , during that time I bought like a lot of shares in Brookfield. I then got a phone call and forgot about video. I told my friend buy buy buy . Then I got back to video and called him back.SELL SELL SELL! !!

[@ac.4ce442]

You better stop giving investing advice to friends if you're investment thesis gets swayed by a random 10min youtube video

[@hairuilin2009]

Sorry for the probably rather beginner question. I am new to investing, I am wondering what you mean by when we have common equity at 42 billion dollars and total assets at 508 billion dollars, you said we are 13 times leveraged? I believe this means it is not good right? What is the significance of this 13 times leverage?

[@Value-Investing]

let's say they have a complicated structure, there is also non controlling interestes that is $142 billion, thus we are at 160, but still not much compared to 500 billion in assets

[@yerd]

Suggested change for your slogan at the end of the video: "We'll keep doing what we do here, and that's underperforming"

[@scarge1]

Wow Sven, this is real comedy i loved this video, thanks a lot for all your work.

[@SSELoves80085]

loved it ! nicely done sven . great video and even greater analysis. thank you for sharing your knowledge

[@OptionData-e6b]

For a moment I thought I would be watching the paint dry from minute 6 onwards 😂 Probably the funniest video you have made.

[@giuseppegiannini3697]

Great video Sven, and funny too. Can you make videos on how to value banks, reit, and insurance companies looking at their balance sheet ? Greetings from Italy !!

[@herzelevy]

Really good video Sven! I enjoyed it

[@helloken]

Sven, always the voice of reason. Thank you for providing a lot of value with your research that you share with us! Please continue to do what you always do, "and that is value investing"!

[@voliTips]

Nice one) good sense of humor) all your videos should be like this one)

[@Time2Pretend90]

Love the video! The first minutes really reflect the cult-like following this stock seems to have among some youtube investors. They might be right, but I think they can definitely be wrong as well! This company is to hard for me to understand but your video gave me a good laugh

[@havrenne]

More of this Carlin Comedy Club style! I was laughing from the first seconds :-D And of course your serious take afterwards is valuable, thank you Sven ;-)

[@tz7332]

Thanks for the post, is this Carbon Tax Carney's Brookfield?

[@danielkiss2067]

Hi Sven, where would you place Brookfield on your quadrant, if you had to? :)

[@jy2299]

Great video Sven, perhaps one of your best!

[@danieldias8974]

Yeah the plan value in not only bn plan value. It is bam bn and bi all are part of the plan value bn dose not receive all earnings from bam and bi. I sold because the accounting is not clear. Plan value on bn is not 84 but much lower! Economic earnings are much much lower to what they show.

[@RafitoMembroza]

I sold as well, but because after reading a dozens of pages of a short report, I realised that I knew nothing of their extremely complex accounting. Even for a PhD it would take months and meetings with Brookfield’s accountants to understand what’s going on.

[@scottiebumich]

Brookfield issues long dated fixed bonds at 5 to 6% they're spread change just a percent or so with the rising Fed rate

[@jonnes__4657]

🗽BRK is doing very well for me.... no reason do play a hazardous risky game! ☝ .

[@BerkshireTwanaway]

Thanks Sven for making the video ! Always detail and well explained analysis

[@marcojansen9599]

I will buy when there is panic in the market. It won't change this business model.

[@bigmuff4839]

I don't get it. Find it really interesting to follow the superinvestors but I cannot comprehend the decision, as well as selling Netflix with nearly half a billion loss in 2022 (2 years later he would have done a 2x if he just would have waited).

[@alext1723]

Superinvestors are good marketers, it doesn't mean they are good at their job. Look at Cathie Wood...

[@rjw6487]

Ha Ha, - This was a good one!!! I haven't watched your videos for awhile (I was distracted watching paint dry) - I guess I'll watch a few more 😀

[@Value-Investing]

:-))))

[@Someone-lc6dc]

I’m a totally new investor and I can’t say I understand a whole lot of what Sven is talking about. (I mean, in the serious part of the video.)

[@pinkpalmsmusic]

watched 10 seconds and already bought this. if it does not work you're to blame. let's send this to the moon

[@Value-Investing]

:-)))

[@MAchannel2024]

I’m still watching the paint dry. My system is buffering I sold everything and bought Brookfield

[@scottiebumich]

They have debt against assets that have a steady and often contractual cash flow. You talk as if you think all that is the same.

[@AnthonyLauder]

I bought a bunch of Brookfield for $28 a few years ago, which I still hold, but have been too cowardly to buy more.

[@luigigetsu]

That's why people should have bought BAM instead when the dividend was 4%, which is the part of brookfield that mainly deals with collecting fees from deploying the money under management. The rest of brookfield BN is a very complex operation which I would avoid because there's a lot of things you can easily miss like the one discussed by Sven.

[@PeterPanda00]

BN owns 75% of BAM, only 25% Is publicly traded. Now, what Is the market cap of BAM? The 75% Is part of BN net asset value.

[@luigigetsu]

@@PeterPanda00 I know that, so what's the point of your comment? the optimal buy was BAM when it had 4% dividend yield but now it's overvalued and BN has ''moderate risk''.

[@edgibbs3229]

Totally insane video.

[@Value-Investing]

:-))))

[@AndreiRusu-n5m]

@Value-Investing : Dear Sven, I would like to know your opinion on Investor AB ! It is on my radar for a while, but the forced tax to Swedish gov. is keeping me back…

[@tsonez]

A funny warning. Great content! Thank you!