Brookfield股票讨论

$迪士尼 (DIS.US)$ $京东 (JD.US)$ $Intuitive Machines (LUNR.US)$ $Brookfield (BN.US)$ $哔哩哔哩 (BILI.US)$ $应用材料 (AMAT.US)$ $AST SpaceMobile (ASTS.US)$ $Oklo Inc (OKLO.US)$
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Reviewing Berkshire's letters (2013), Buffett explains his mistake in purchasing EFH, which filed for bankruptcy. And looking at Brookfield's letters,I see that Bruce Flatt bought that bankruptcy and made huge profits over time. 2 geniuses, 1 company, different results.
$巴菲特持仓 (LIST2999.US)$ $伯克希尔-B (BRK.B.US)$ $伯克希尔-A (BRK.A.US)$ $Brookfield (BN.US)$ $标普500ETF-iShares (IVV.US)$

$Brookfield (BN.US)$ going to 50 soon boys and girls

Anyone can track the stock portfolios of the best investors in the world, yet many don’t seem to take advantage of it.
1. Warren Buffett reduced his $苹果 (AAPL.US)$ position by nearly 50%. He also entered into $Ulta美容 (ULTA.US)$ and $海科航空 (HEI.US)$ $海科航空-A (HEI.A.US)$ with very small positions.
2. Bill Ackman cut his $奇波雷墨西哥烧烤 (CMG.US)$ stake by 23%, and reduced most of his positions. He purchased $Brookfield (BN.US)$ and $耐克 (NKE.US)$ , but they make up ...

Bill Ackman's hedge fund, Pershing Square, revealed its Q2 13F filing on Wednesday, showcasing new stakes in $耐克 (NKE.US)$ and Canadian investment firm $Brookfield (BN.US)$/ $Brookfield Corp (BN.CA)$ . Meanwhile, the hedge fund titan has slashed his holdings in $奇波雷墨西哥烧烤 (CMG.US)$, $餐饮品牌国际 (QSR.US)$/ $Restaurant Brands International Inc (QSR.CA)$ , the parent company of Burger King an...

$Gryphon Digital Mining (GRYP.US)$ $齐默巴奥米特控股 (ZBH.US)$ $科休半导体 (COHU.US)$ $Evolv Technologies (EVLV.US)$ $Brookfield (BN.US)$   $VACASA INC (VCSA.US)$ $Blueprint Medicines (BPMC.US)$ $Williams-Sonoma (WSM.US)$ $美国世纪银行 (USCB.US)$
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1. $阿里巴巴 (BABA.US)$ - cheap with high growth, high margins.
2. $Oaktree Specialty Lending (OCSL.US)$ - very high yield with rising earnings & high rates.
3. $美国银行 (BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield (BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $拼多多 (PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $台积电 (TSM.US)$ - high moat, may sell this one if it ris...