Durable Principles for Real Asset Investing

I got my hand on a copy of the presentation Bruce Flatt from Brookfield Asset Management (BAM) did at Google. Here’s the video of the Google Talk presentation.

Here’s the Talks at Google – Brookfield Presentation – Aug2018 and below are my favorite slides. It’s a good guideline to follow if you want to became a better investor.

I want to start my three favorites slides:

Dubai in 1991 and today:

BAM Dubai 1991
Dubai 1991
BAM Dubai 2018
Dubai 2018

And a visualization of contrarian thinking:

BAM going against the crowd
Contrarian thinking. Going against the crowd.

BAM Investment GuidelinesBAM Invest assuming you will own the asset foreverBAM Real Asset Performance

 

Advertisements

One thought on “Durable Principles for Real Asset Investing

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s