After many weeks of back and forth, we finally got this episode done and it’s a big one. We mainly talked about the Brookfield Asset Management 2019 Investor Day that they held in New-York. We both attended the event as first timers and we share our take ways from the meeting. We also branched off and talked about cultural activism, Facebook/Instagram, Sears and malls, investing in India and China..and we could have talk a lot more. If you are interested, the whole event has been recorded is available with presentations here.
Brookfield (BAM) is a very interesting company. Only of few companies can do what they do. It has been one of my most successful investment and my bullish stance on it has been reinforced. Their business is only going to get bigger and more profitable over time. I’ve written and talked about BAM in the past if you are looking for a primer. If I ever get to it I plan on writing an article with my about the Investor Day. For now we have the podcast.
Show notes, links and summary by Eric: Continue reading “The Intelligent Investing Podcast – Brookfield Asset Management & Cultural Activism”