Player FM ऐप के साथ ऑफ़लाइन जाएं!
brookfield corporation & asset management 2023 review [EP. 72]
Manage episode 400028054 series 3449815
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro
(0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM)
(7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional?
(15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfield’s real estate segment; what I am doing now with my brookfield shares
87 एपिसोडस
Manage episode 400028054 series 3449815
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro
(0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM)
(7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional?
(15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfield’s real estate segment; what I am doing now with my brookfield shares
87 एपिसोडस
Tous les épisodes
×प्लेयर एफएम में आपका स्वागत है!
प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।