BAM
🏢 Focuses on high-quality real estate and infrastructure with stable cash flows.
💼 Asset-light business model in asset management allows for significant growth.
🌐 Operates in large global markets with trillions in infrastructure and real estate assets.
🤝 Bruce Flatt, the director, is compared to Warren Buffett and is a significant shareholder.
@emeritoquintana:
“The main position is Brookfield Asset Management, a very complex company that took me three months to analyze well, and it is a living process that never ends. It focuses on high-quality real estate, infrastructure, and renewable energy, with an asset management umbrella. Despite being a gigantic company, it has opportunities to continue growing because it is in the largest businesses on the planet, businesses of trillions in infrastructure and real estate. There are competitive advantages that are not obvious, such as the scale of access to funds. The director, Bruce Flatt, is like the Warren Buffett of Canada.”
Watch the exact part of the video where Emerito talks about Brookfield Asset Management here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Brookfield Asset Management (BAM) at the following link. BAM stock.
