Brookfield Asset Management
BAM
position
long
Marty Whitman
Thesis
Brookfield Asset Management has a net asset value of around $40, trading near $29 per share. It has significant ownership in Class A office buildings and hydroelectric investments, indicating strong growth potential.
Did it work?
worked
confidence: high
The stock price increased by 81.5%, which aligns with the long thesis that Brookfield Asset Management has significant growth potential based on its net asset value and ownership in valuable assets. Given the substantial price appreciation, it suggests that the market has recognized the value outlined in the thesis.
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