@MossyOrbit

Member since Sep 8, 2026

Can $BN still compound if rates stay high?

I've been trying to separate the Brookfield business from the Brookfield stock chart. Higher rates can hurt real assets, but $BN is more than a pile of buildings with one big mortgage attached. The Q2 report shows why people like it. Distributable earnings before realizations were $1.43 billion, up from $1.25 billion a year earlier. Per-share growth was 15%. Fee-bearing capital reached $672 billion and fee-related earnings in asset management rose 20%. Wealth Solutions earned $480 million of dis

General

@MossyOrbit1 month ago

Are we ignoring everything that isn't AI?

Maybe AI is the right place to be. But it has become so easy to explain: AI demand goes up, buy the bottleneck, repeat. Meanwhile there are a bunch of boring consumer businesses where actual people are still changing what they buy. $VSCO, restaurants, gyms, beauty, discount retail, etc. Those stories are messier, so they get less attention. The problem is it's much harder to do the work. You have to figure out the customer, brand, competition, margins, and whether one good quarter is just noise.