Player FM 앱으로 오프라인으로 전환하세요!
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 에피소드
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 에피소드
Kaikki jaksot
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.