BN
✅ Brookfield is seen as very cheap within a sector they like.
🛡️ The sector has oligopolistic dynamics.
📈 Galileo Capital significantly increased their investment in Brookfield.
@Academiadeinversion:
“They lowered KKR quite a bit; now it has a residual weight of 1%, when it was historical, they had been invested for many years, they liked it a lot, and as the valuation has almost gone to maximums, they lowered it quite a bit. They increased a lot in Brookfield, which they saw within this sector that they like a lot, due to those oligopolistic dynamics it has, and they saw it as very, very cheap.”
Watch the exact part of the video where Pedro talks about Brookfield here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Brookfield (BN) at this link: BN stock.
