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#	AUTHOR DATE SUBJECT
14	member 3/14/19 9:48AM Re: Re: Re: Re: Brookfield? 13
Thanks roojoo and everyone else for the helpful background color on Brookfield. view available tags
13	member 3/14/19 8:00AM Re: Re: Re: Brookfield? 12
Am I wrong here or does it look like Oaktree management has negotiated a very sweet deal for themselves at the expense of Class A shareholders, and there is nothing Class A shareholders can do... login to read the rest 1 view available tags
12	member 3/14/19 4:51AM Re: Re: Brookfield? 11
This is a good talk by Flatt @ Google which gives you a good sense why their historical strong returns could very well continue because he talks about their investment process. https://www.youtube.com/watch?v=vmt1Li1Rnes&t=4s view available tags
11	member 3/13/19 7:54PM Re: Brookfield? 10
Just one mans opinion, but Bruce is a legend, and Howard choosing to sell / partner with him is just confirmatory. BAM's IR website has the transcript from their last investor day, which does a really... login to read the rest 1 view available tags
10	member 3/13/19 7:40PM Brookfield?
I wanted to see if anyone here has thoughts on the Brookfield family of companies, topical given their acquisition of Oaktree earlier today. They have seen a tremendous amount of AUM growth over the last... login to read the rest view available tags
9	member 3/13/19 5:34PM Re: Re: Re: Re: BAM acquisition 8
Agree with Harden @oldyeller There is also plenty of proof that the market will value these businesses properly as a c-corp structure... BAM and PGHN are perfect examples of this. Disagree with your point on the downside... login to read the rest -1 view available tags
8	member 3/13/19 5:29PM Re: Re: Re: BAM acquisition 6
@oldyeller I'm not sure about this but I think most of them IPOed 2007 or 2011/2012. In general they timed their IPOs well. The large PE firms have all been doing really well in terms of... login to read the rest view available tags
7	member 3/13/19 5:20PM Re: Re: Re: BAM acquisition 5
Seperate entities. The real effect should be a slight positive I'd guess. 1 view available tags
6	member 3/13/19 4:54PM Re: Re: BAM acquisition 4
When I go back and look at all the writeups on BAM, KKR, BX, CG, etc over the years on VIC, it's kind of shocking the lack of compounding that's accued to investors in these... login to read the rest 13 view available tags
4	member 3/13/19 4:34PM Re: BAM acquisition 3
Well, Im not thrilled with it. Insiders keep (most) of their units. Others get cashed out at a small premium. There is almost certainly not a higher bid coming or something like that. Both firms want... login to read the rest view available tags
2	member 3/10/18 5:25AM Re: Class A Offering? 1
It's certainly not a positive signal but management doesn't hold on to ownership as much as they do at the other shops. Its not that many units either. It's of course possible they see an view available tags
1	member 3/09/18 11:44AM Class A Offering?
Any insight into the Class A offering in February that has caused the stock price to decline 9% in the last month? They have historically done a pretty good job of top-ticking their stock price... login to read the rest view available tags

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			2018	2019
Price:	41.55	EPS	3.39	4.12
Shares Out. (in M):	156	P/E	0	0
Market Cap (in $M):	6,520	P/FCF	0	0
Net Debt (in $M):	-500	EBIT	0	0
TEV (in $M):	4,680	TEV/EBIT	0	0

Description

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