Brookfield is guiding 20% EPS growth for the next 5 years or $9.77 in EPS! Using 15PE, that's $146 per share or an easy double with a world class CEO One of the best opportunities in this market $BN

If you own any of these stocks: $NFLX $ABNB $RBLX $UBER $NET $BN $ASML $PLTR $META $CRWD Here’s the main KPI you should be tracking to measure their success 👇🧵 1/ $NFLX | Netflix KPI: Paid Net Additions In the brutal world of streaming, this is the one number that tells the story. Revenue and margins matter, but if Netflix isn’t adding new paid subscribers, it’s losing ground. This KPI shows whether consumers are still picking Netflix first. It reflects product market fit, pricing power, and global momentum. The entire strategy is built to grow this number. If it stalls, the model breaks.

If you are interested in Brookfield, here's a simplified way of explaining their structure. ⬇️ Brookfield Corp. ( $BN ) is like the person who owns the car dealership. Brookfield Asset Management ( $BAM ) is the expert general manager hired to run the dealership. They don't own the property or cars, but they earn a management fee for running the operations and a bonus for hitting sales targets. This is the same concept for their Wealth Solutions ( $BNT ) segment because they are raising capital and not necessarily "operating" the business. With this money raised, they invest it into their operating businesses ( $BEP, $BIP, $BBU ). Brookfield Corp. makes money from this because they own high stakes in all these companies; they can make money through dividends and an increase in the paper value. BN is essentially exposure to all their businesses, and they did it this way so you can choose to invest in the parts of the business you want, making it easier for investors to understand and value each business separately, and increasing transparency. How would you explain Brookfield?

Infra is the place to be All the players you expect there to be $CIP (now $BLK) $EQT $OWL $KKR $BAM $BN $DBRG and also the banks $MS & $JPM

$BN Breaking all time highs earlier this year and sitting nicely on support. What a huge compounder this has been long term!

Brookfield $BN $BAM doesn’t just buy infrastructure, it buys duration mismatch. By pairing long-lived assets with short-term capital distress, it arbitrages time at scale. Most “value” firms stop at price; Brookfield starts there.

$bn $bam $brk Compounding over long time periods equals wealth. 18% CAGR over 30 years. The Wizard of Winnipeg.

Portfolio Update (July 2025) YTD: +16.38% vs $SPY +7.34% Full breakdown’s up on Substack.👇 $BABA, $NNI, $MKL, $BN, $CPNG, $AMZN, $TCEHY, $BIDU, $ADYEY, $BUR, $BOC, $FFH.U

📈 $BN

July update: 3 month: 14.08% 12 month: 18.91% All time (Feb 21’): 63.30% All time (Feb 21’ DCA SP500): 34.34% Added to: $BN, $TVK, $AMZN, $TOI, $SGN.WA Still seem to be holding up well against my benchmark

This would be an interesting group of stocks to put into a dynamic ETF strategy... $SPX $APP $MSTR $HOOD $RBLX $CRWV $SNOW $MRVL $BN

$GOOGL and $BN have signed the world’s largest clean hydro deal. This will make up to 3000MW to power U.S. data centers with 24/7 energy. I’d call this a major milestone in the $GOOG AI and cloud infrastructure arms race!

5/ We have $15 trillion infrastructure investment gap globally. Guess who is one of the leading infrastructure investors in the world? It's $BN. It currently has infrastructure investments in over +300 regions globally. As investment ramps up, it'll see massive opportunities.

Congrats Aurora!! In my Happy Place today @itshealwellness $HBFG $HBFGF @shawnmoniz 👏💚 #health #QSR #franchise $BROS $WING $SG $CAVA $SBUX $CMG $SHAK $BX $BN $TOI.V $FFH $GFL $MEQ $ORLY $PATK $ATD $DOL.TO $QSR $EAT $BH $HBFG.C