Next time post at noon instead. You'll only kill the post at this time. It will disappear until noon tomorrow among all the what should I buy posts.
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@topicswithhead 😂 yes I thought so too, but my last one was deleted as a draft after closing the app...
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@topicswithhead otherwise Brookfield is mega interesting. PE itself is becoming more and more important, but you have to be careful not to put your foot in your mouth. The problem with the industry is that they have eaten so much and now need to liquidate. The only thing is that nobody wants to pay the prices and in my opinion the problem won't go away, because scrap IPO after scrap IPO only leads to even more discounts. You would simply have to accept giving investors a small discount in order to be able to list even more on the stock exchanges. Unfortunately, none of the PE companies think about asking for "less" money
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•@topicswithhead But the reality is that with the growth rates they have, you have to think about having PE too, because if more remains private for longer, you miss out on more and more of the market in the long term. This also applies to private credit or infrastructure, which is increasingly no longer being financed by the public sector, but now also from behind the scenes.
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•@topicswithhead extremely, how they have performed over the last 5 years... do you have any in your portfolio? I'm extremely undecided about that. Brookfield thinks it will double in 5 years... KRR and Blackstone are supposed to be similar.
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@Therapeut none, but I was thinking about investing in Brookfield. They are the most attractive construct for me. They have massive insider participation, a lot of it is publicly tradable, which means you have insight into the NAV or investments and although I don't understand from the figures why they have such a good share price, they have it and they have always stuck to their targets so far. $BN
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•@topicswithhead although I just remembered mutares lul. But there are also other interesting concepts, such as $APO.
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•@topicswithhead If you think about it, maybe not a PE in the direct sense, but through Prosus and Exor I have a lot more PE in there than I thought, so I have a bit of something. The Economist, neuralink and co are in the venture funds at Exor.
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