Brookfield Stock Discussion

$Gryphon Digital Mining(GRYP.US)$ $Zimmer Biomet Holdings(ZBH.US)$ $Cohu Inc(COHU.US)$ $Evolv Technologies(EVLV.US)$ $Brookfield(BN.US)$   $VACASA INC(VCSA.US)$ $Blueprint Medicines(BPMC.US)$ $Williams-Sonoma(WSM.US)$ $U.S. Century Bank(USCB.US)$
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1. $Alibaba(BABA.US)$ - cheap with high growth, high margins.
2. $Oaktree Specialty Lending(OCSL.US)$ - very high yield with rising earnings & high rates.
3. $Bank of America(BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield(BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings(PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor(TSM.US)$ - high moat, may sell this one if it ris...

Sure, HFs actively trade around positions and what you see might not be completely relevant.
But it's a way to find interesting companies and ideas that you otherwise wouldn't have found.
A thread on this week's major HF 13-F filings ...
1/ Pershing Square Capital
Bill Ackman wasn't fairly active this quarter.
His only move:
• Adding 16.70% to Howard Hughes $The Howard Hughes(HHC.US)$
2/ Chuck Akre: Akre Capital Management
Akre's fund made a ton of moves this past quart...