RT Patient Investor
Chuck Akre trimmed Brookfield $BN, purchased $NOW & $CRM!
Chuck Akre trimmed Brookfield $BN, purchased $NOW & $CRM!
Quality stocks trading near their 52-week lows:
Berkshire $BRK (-12%)
Brookfield $BN (-16%)
Home Depot $HD (-23%)
Visa $V (-29%)
Microsoft $MSFT (-31%)
Ferrari $RACE (-34%)
MercadoLibre $MELI (-37%)
Fair Isaac $FICO (-54%)
Axon $AXON (-55%)
Adobe $ADBE (-64%)
Berkshire $BRK (-12%)
Brookfield $BN (-16%)
Home Depot $HD (-23%)
Visa $V (-29%)
Microsoft $MSFT (-31%)
Ferrari $RACE (-34%)
MercadoLibre $MELI (-37%)
Fair Isaac $FICO (-54%)
Axon $AXON (-55%)
Adobe $ADBE (-64%)
Excellent thread on $BN. One of those buy and hold companies that you'll never have to worry about
Mindset for Money: If I had to pick ONE company to buy and hold forever...
It would be Brookfield Corporation.
Why?
They’ve delivered 19% CAGR for 30 yrs & they project a 25% earnings CAGR over the next 5.
If management is correct, this is an easy double from here.
Here is my $BN thesis 🧵
Mindset for Money: If I had to pick ONE company to buy and hold forever...
It would be Brookfield Corporation.
Why?
They’ve delivered 19% CAGR for 30 yrs & they project a 25% earnings CAGR over the next 5.
If management is correct, this is an easy double from here.
Here is my $BN thesis 🧵
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