Company Blog
Thoughts of Investment Ideas
BAM (Brookfield Asset Management)
I have noticed that this name appears in the comments section of this blog a few times, but I have never written about it. I am glad that my readers can relate to the name, and mention it in the comments, thus spiking the urge in me to come up with a topic concerning the same. The value investing community relates to the name because the people there know it well, and I promised that I would make a post about it shortly. Here it is.
First, it is essential to know that BAM is an owner/proprietor/outsider business because, for a long time, only one CEO has run it, and he attributes his effort to the excellent track record.
Story Fits Too Much
In recent years, the thing that does not excite me is the story of things filling in the environment a little, but they are too much expressed. Such things include pension funds and the fact that people should increase their returns to make obligations. The stock market is scary, and the interest rates are low. Besides, there is a perception of various factors; higher risk of private equity funds and hedge funds, the fear of future inflation because of global PPP, global perpetual pump-priming, real or hard assets, and the real asset managers, who look interesting.
In most cases, when investment seems to be too perfect without any hurdles, then the investment does not pan out. This is what has kept me worrying. Plus, I have never enjoyed anything to do with commercial real estate. However, I agree that real estate has developed some great wealth, and the investment is substantial if there are good people who wish to invest. But this has never been my area of interest.
It is always good to consider thoughts on investment, and what goes on in the markets. This site is not one that would recommend stocks. Therefore, people should not expect any tip on stocks. I am a big fan of great investors like Warren Buffet, but most blogs have written so much concerning them, and I will not do that on this blog unless something strikes me. However, when it comes to investment, I will look for exciting opportunities, not mainstream. Berkshire Hathaway is a significant investment, but the internet has many things concerning that as well. Unless I am sure that I can contribute to it from another angle, there is no point in talking about that too.
I will not forecast the direction of the stock market concerning where it goes, or what the economy should expect. I will not spend time complaining about politicians or Bernanke. I hope that I will find interest in thoughts, obscure investments, special situations, and other things that do not appear on the screen. Anyone can think that I represent the high stocks, which I think are interesting, and that I do not like the short ones.
Get in touch with me at thebrooklyninvestor@gmail.