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Mindset for Money

CPA, Financial Analyst, Former Big Four Auditor

18 Sep, 15:51Latest

Brookfield Corporation looks very underpriced at $37 against management's $67 plan value per share, which it expects to hit $140 by 2031. Brookfield targets $16.8B of distributable earnings by 2031 including carry, a 24% CAGR, as a 10-15 year AI, power and infrastructure cycle needs private capital, and expects $25B of carried interest over ten years versus $4B in the last ten. A 25bp hike isn't material: as rates rose from 0.25% to 5% in 2022-23, AUM grew 33% and DE per share 41%. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com

17 Sep, 20:48

Brookfield's stock is disconnected from its growth: fee-bearing capital is up 19% since its last Investor Day while the stock is down 19% over the same period. Brookfield Asset Management said that even if fund sizes plateaued, which they are not, it would have 10 years of growth. Its debt is asset-backed, answering concerns that it carries too much. x.com x.com x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

6 Oct

Brookfield may be one of the safest undervalued stocks around, with a realistic path to triple over the next five years if execution stays strong. Its mix of infrastructure, power, asset management and long-duration capital makes it a boring business with huge upside rather than a lottery ticket. x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

22 Oct

MCD

NOW

AMZN

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Alex A.C.

Value/GARP Investor, Semiconductor & Financial Analysis, Electronics MEng

19 Sep

Brookfield can triple and still be a bad investment because its valuation is too high. Even compounding at the 24% annual rate @InvestInAssets cites, it trades at a P/E of 90 against a recent historic range of 7 to 15, and its EPS has swung up and down rather than climbing steadily over 14 years, which does not justify a stable high multiple. x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

18 Oct

Growth in operating metrics supports owning more SoFi, Brookfield, Amazon, Netflix, Uber and Snap: all six look seriously underestimated right now. Stock Analysis charts show SoFi revenue at $1.2B, Brookfield Wealth Solutions funds from operations at $480M, AWS revenue at $42.23B, Netflix revenue at $12.56B, Uber revenue at $14.19B and Snap other-segment revenue at $316.47M. x.com x.com x.com x.com x.com

Oguz Erkan

Investor, Founder of Capitalist Letters

22 May

Brookfield has one of the most underrated AI angles. It committed $100 billion to build a new AI cloud business and already has the permits, power and land in place. It trades at 16x distributable earnings while guiding for 20% annual growth through 2030. Its CEO calls AI the utility of the future, embedded in daily life without people noticing. x.com

Deep Value Investing

Value Investor, Long-Term Compounding

4 Oct

Brookfield Corporation's accounts look like pure book cooking. It pays premium prices for acquisitions and then sets its own valuations on the assets once it owns them, so results that seem fine on the surface do not hold up on closer inspection. x.com

Oguz Erkan

Investor, Founder of Capitalist Letters

18 Sep

APP

AXP

BKNG

Many high-quality stocks still trade at deep discounts even with the S&P 500 just 2% below its all-time high. Uber, Nu, AppLovin, Inter, American Express, Klarna, SoFi, MercadoLibre and Booking trade at 6-32x 2027 earnings with five-year revenue CAGRs of 11-58%. Brookfield trades at 15x 2027 distributable earnings, with an 18% five-year growth rate. Consensus price targets include $101 for Uber, $501 for AppLovin and $2,200 for MercadoLibre. x.com x.com x.com x.com x.com x.com x.com x.com x.com … Show more

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

16 Aug

PGY

APP

NOW

AMD

SoFi, AMD, Amazon, Uber, Netflix, Brookfield, ServiceNow, Zeta, Oscar, AppLovin, Duolingo, MercadoLibre, Meta, Snap, Celsius, Adobe, Pagaya, Fair Isaac, CoreWeave, Palantir, Intuitive Surgical, Mastercard and Wingstop can each outperform the S&P 500 over the next five years. Their mix of growth, earnings power, market opportunity and execution gives each a real shot at beating the index through 2031. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com … Show more

Say No To Trading

Public Markets Investor, Opportunistic Buying & Cost-Basis Management

18 Apr

Brookfield Corporation is not enticing near current valuations because of its accounting practices, of which office real estate is only the tip of the iceberg. @NickNemo17 notes Brookfield uses IFRS fair value for investment properties, so depreciation mostly disappears and investors must trust management's marks; before BPY was taken private it showed $321M of depreciation against about $100B of real estate. x.com

Quality Equities

Quality Equity Investor, Concentrated Portfolios

7 Sep

Brookfield should make a lot of money from three long-term trends happening at once: more digital infrastructure, cleaner energy and countries pulling supply chains closer to home. Management sees decades of building projects such as power plants, data centers and transmission lines, with power for AI data centers the biggest and fastest-growing piece. x.com

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