Brookfield Asset Management (BAM) Investment Thesis, Part I

Brookfield Asset Management is criticized at times as being a company too complex to understand. Well, it is diverse but not too complex to understand. Management helps us with levels of disclosures and clarity of communications that can only be considered outstanding when compared to others. In the upcoming posts we will break the company down […]

Brookfield Asset Management Reports 4Q11

Brookfield Asset Management reported impressive financial and operational performance during 2011. They are well positioned to increase cash flow further and generate increase value through both organic expansion and new initiatives. Our investment thesis remains intact. Some specifics: BAM’s estimated intrinsic value of the business increased to $40.99/share year end 2011 from $37.93/ share the […]