Bruce Flatt already called it back in April 2025: 'If I tell you, you should buy Google'. The stock is up over 130% since then. $BN $GOOG 😉

Alphabet's latest move is textbook capital allocation: -Issue $80B in shares at near-ATHs & premium multiples. -Achieve maximum institutional credibility, with Berkshire Hathaway $BRK backing 10 billion dollars. $GOOGL

My 75-year-old mom’s FSD usage rate since taking delivery of her 2026 Model Y three months ago.

Imagine getting to buy $APO led by this credit mastermind at 12x normalized EPS growing mid teens annually.

$SES.TO SECURE shareholders have overwhelmingly voted in favour of the transaction.

Hace un par de semanas construí una posición del 3.5% de mi portfolio en $RLI Corp. Y como tenía la tesis muy fresca, y he tenido unos días libres, me decidí a compartir mi visión. 🧐

Warren Buffett: "[BNSF Railway] is going to be around for 100 or 200 years." "If the American economy prospers, the business prospers. The biggest thing is that the United States is going to do well. We can't move the railroad to China or India."

Brookfield CEO Bruce Flatt on data centers in space. "I think eventually that will happen. It makes more sense, instead of bringing power back [to Earth], to bring compute back. It makes sense. It's just going to be a while."

17th Annual Gabelli Omaha Value Investor Conference 7:40 Capital allocation process at $MKL 13:10 AI will be of great help to businesses that AI itself cannot replace. For example, those based on physical laws, like railroads 17:35 Stock selection process youtube.com/watch?v=dfCkzZrY…

"Buyers looking for solid assets are moving back from software to real assets like these. Given all the drama in the news over the last 5 years, I will repeat that comment". Bruce Flatt. Q1 2026 Earnings Call. $BN

$BN's Counter-Cyclical Investment & The Halo Effect: -Built Two Manhattan West at a cost of $1,000 psf (at the depths of COVID in 2020) -Constructing it today would cost $2,500 psf -Newest lease signed at ~3x initial rents -5.5% refinance netted $400M cash via asset appreciation

"U.S. apartment construction starts declined to approximately 55,000 units nationwide in the first quarter of 2026, a 73% decrease from the peak reached in early 2022 and the lowest quarterly level since 2011". $MAA $CPT businesswire.com/news/home/2…

Greystone recently sent the attached letter to the Board and Special Committee of SECURE Waste Infrastructure Corp. $SES.TO opposing the proposed acquisition by GFL Environmental $GFL. We believe the current offer materially undervalues SECURE, arrives at the wrong point in the company’s trajectory, and transfers too much future upside away from long-term shareholders. Full letter below. Disclosure: Greystone Capital and/or its clients own shares of SECURE Waste Infrastructure Corp. This reflects our opinion as of today and is not investment advice or a recommendation. We may change our position at any time without notice. open.substack.com/pub/poundt…

$GXO's CEO responding to the news that Amazon would be opening its logistics network to more companies. (In the thread, I shared my own thoughts the day before).

$LB: Q1 2026 Conference Call Summary. A business model that extracts 3 or 4 different rents from the same acre with zero additional investment.

The masterstroke from $CLH: Before: They paid to acquire used oil (a highly volatile commodity). Now: They charge to collect it. $CLH adjusts rates every month. Double benefit: They get paid at collection and again when selling it recycled. A true toll-bridge business 🤫

$APO Q1 2026 VS Q1 2025 Fee-Related Earnings >30% (FRE Margin 57.7%) Spread-Related Earnings = -10.6% ( 2% LTM) Adjusted Net Income = 8% Assets Under Management >31% reaching $1.03 trillion (60% of total AUM & 70% of total Fee-Generating AUM is comprised of perpetual capital)

Warning: Boring business! $JOE 👌 Q1 2026 Earnings Call Summary