@christophelamoureux7364
Hope you gonna cover the Brookfield investor day on Monday September 9th. I would like to hear you about that. Thanks for the interesting video like always
@MariaAileenMarina
aistockadvisor AI fixes this. Ackman's new stock bets analysis.
@stephaniegosewinkel4227
Thanxs for introducing brookfield Corp. Seems a gem at first sight😊
@TrendMountain
For a long term play Brookfield is looking very tasty. Any dips I'm going to nibble on. Great video 😊
@hugodelasablonniere1057
Ackman's top position is still Alphabet with 20% of his portfolio... not sure he's selling for the reasons stated in this video.
@ledoug6014
4 months ago, he was buying google right?
@markwoodbury1988
Great video. Subscribed.
@rightangletriangle3188
Bill Ackman's biggest mistake is probably selling out his position in Netflix at its low. It's interesting to look at his holdings but need to see whether they fit your portfolio allocation and assessment. Thanks for the information on BN, will study more.
@smithsmth6307
I remember that he sold Netflix at a loss. I had a small position and when I saw that he had sold, I just held on. I knew it was a good company. I should have bought more. They also make mistakes.
@SammaVaca
Part of the reason why Google's cashflow hasn't grown is because it is spending a TON of money in AI R&D. Those GPUs are super expensive and AI LLMs are very costly to run. So simply looking at cashflow may not be enough. Thoughts?
@ivylam0168
Hi, Daniel, I wonder why don't you talk about BAM * it's gone up a lot more) but BN: what is the difference between the two
@vasileiospaschalidis2322
Google is investing heavily. Why don't you compare the P/OCF instead?
@optcoptc9429
Which site did he use to gather the stocks data, i am not familiar with this site, any help please 🤔
@ktara1033
Great video. Agree 100% on Nike . $60 good entry point
@AnyangU
Love hearing about Brookfield. Keep buying a few. They do a good job of looking at where the future is at: deglobalization, digitalization, decarbonization.
@8762kenten
Westinghouse is Co-owned with CCJ.
@skidlodo2313
Thank you for the video!
@FinanceCobra
Using just free cash flow to say that all of Google's return has been multiple expansion is silly. Their capex has grown by an enormous amount since Q1 2023, from 6.3B to 13.2B. Quarterly revenue is up 21.4%, earnings are up 56.9%, and EPS is up 61.5%. Operating margins have also expanded from 25% to 32%. This is one of my problems with your content. You cherry pick numbers to paint a picture, like with Amazon you use OCF instead of FCF because they're "investing for growth" but when Google's capex doubles you still use FCF. How does that make any sense?
@justindeschenes4551
Cameco (CCO) own 50% of Westinghouse along with BN. I’m 100% bullish on the uranium sector for the same reason as you. Can you go over Cameco? That’ll make my day!!!! Thank you
@danielpronk