Joined April 2022
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Been thinking about how many things are quietly converging for $BN over the next 18 months. Not one big catalyst. Several smaller ones stacking on top of each other
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US GAAP adoption in 2027. S&P 500 inclusion becomes possible. Trillions in passive money that currently can't own $BN — suddenly can.
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None of these individually moves the needle. All three together over 18 months is a different conversation. Stock hasn't moved much lately. Sometimes that's a warning. Sometimes it's just a coiled spring. $BN
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Difficult to hold something like this as the market is going parabolic.
Especially when it's 40% of your portfolio.
On the other hand, guess what happens when it finally moves
I'll be there for that
$BN $BAM #bruceflatt
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$ODD earnings disappointed.
The CEO and CFO seem to not have a solution for the algo problem.
This won't be a turnover this year. 2027 is also a big question mark
I'm selling at a 20% loss
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People talk about skin in the game. Most of the time it means a CEO owns $10M of stock alongside a $50M salary package. At $BN it means something completely different
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Bruce Flatt — CEO of Brookfield — personally holds 75 million shares. At current prices that's $3.4 billion sitting in the same stock you own. Not options. Not RSUs vesting over 4 years. Actual shares. And it's not just Flatt. The broader insider group owns 8.68% of the company
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When the people making every capital allocation decision have billions of their own money on the line — the incentive structure stops being a corporate governance checkbox and starts being something that actually matters $BN
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$ODD making it hard to be adding before tomorrow's earnings...
I was seriously considering it, but now it's 6%...
Objectively zero difference if tomorrow brings what I hope it will.
Still, human mind is a mysterious thing
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Interesting piece about the private credit market and Brookfield's positioning in it
partners.wsj.com/brookfield/…
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Matter of days if not hours before the analysts start pyuuvı0raising price target of $NOW.
What a useless bunch, incredible
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There's something buried in $BN's latest earnings that I haven't seen a single person talk about. From Q1 2027 they're switching from IFRS to US GAAP reporting. Sounds like an accounting admin change. It really isn't
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There are trillions of dollars sitting in S&P 500 tracking vehicles. When a new name gets added, that capital flows in automatically and mechanically regardless of valuation, regardless of sentiment, regardless of macro. It's forced buying at scale.
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BN won't automatically qualify just from switching to GAAP — there are other criteria like profitability thresholds and liquidity. But right now GAAP reporting is the hard blocker. From 2027 that is gone. The queue. Most people holding $BN have no idea this is even happening.
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