Brookfield stands to benefit from sustained demand for clean energy, AI data centers needing power it can build and finance, and companies turning to private credit as banks lend less. Its Oaktree holding provides exposure to that lending demand. Bill Ackman calls Brookfield an AI winner; despite the uncertainty, Brookfield remains highly attractive. x.com 

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 

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 

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 

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  … Show more

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 

Brookfield Corporation is a top pick for a 15-year portfolio on business quality alone, setting valuation aside. As the king of real assets, it owns dams, power grids and premium real estate around the world, so owning it is like owning a piece of the world's vital infrastructure. x.com  x.com 

The Brookfield ecosystem looks increasingly attractive long term, pairing Brookfield Asset Management's asset-light fee machine with Brookfield Renewable's exposure to the enormous power and infrastructure buildout. Westinghouse adds another potentially powerful growth engine tied to the nuclear renaissance. Brookfield has consistently allocated capital well across cycles, and its scale and access to capital create a formidable moat. x.com 

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 

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com  x.com