The Intelligent Investing Podcast – Brookfield Asset Management & Cultural Activism

The Intelligent Investing Podcast – Eric Schleien

I had the pleasure to be back on the The Intelligent Investing Podcast with Eric Schleien.  Full show notes below.  If you are listening in a car or simply taking a walk, try these links:

• Apple Podcast
• Android: Podbean, Stitcher, Spotify

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:

Short Selling Tesla and Japanese Businesses (w/ John Hempton)

John Hempton, CIO of Bronte Capital, has a very interesting interview on Real Vision. He talks about Tesla, red flags and Japanese businesses. I also strongly suggest to check out his, http://brontecapital.blogspot.com/, which is always great to read.

What I like about John Hempton is the way he breaks down businesses and complex situations. I don’t agree with everything he says but his insights are welcome. He thinks differently about markets and businesses.

It was filmed in April 2019 and published on Youtube in September.