Insider Stocks · For members
An entry from my investing journal, for members.
Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN) as his fund's largest holding. As of his latest 13F filing, Ackman holds 32.7 million shares, representing a $2.2 billion stake in BN. We first covered Brookfield during its challenging period in May 2023, when […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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