Reddit Posts
Bitcoin Miners Show Significant Gains in Run up to 2024 Halving with $MIGI Up 300% This Year Outperforming The Sector
Adyen stock is down +33% today, what's happening?
Mayor of Lima, Peru vows to sue and go after Brookfield $BN for money laundering, short opportunity maybe?
Can someone please ELI5 Brookfield Asset Split BAM & BN
Meta ordered to suspend Facebook EU data flows as it’s hit with record €1.2BN privacy fine under GDPR
$WONDF $WNDR Recently released news has grabbed my full attention..as it should yours.. Bitbuy.ca looks to soon be a household name..
AI is a fraud and you should avoid investing/betting in it as much as possible. Specifically MSFT.
Brookfield Corp. Q4 earnings top consensus, marks asset management spinoff (NYSE:BN)
Mentions
Layoffs will supposedly save $3BN annually. Annual AI investment (GPUs, data centers, etc.) > $100 BN. This isn't about AI. Meta was overstaffed.
WTF? So, he received donations from corporations for this ballroom and apparently, Republicans forgot about that money. Then we were told it would be a $400 million play pen. HTF do we get to $1 BN? And magats will say that he is donating his salary? Right......
BN earnings are 14 May not this week.
Brookfield corporation (BN) Owns nuclear power, hydro power, power grid, infrastructure, insurance, real estate and more. Will supply alphabet among other with power and build their datacenters. Have delivered a CAGR of +19% to shareholders over the last 30 years. Insiders owns a lot of stock. Traded at a 35% discount to reported NAV. Management guide for a cash flow growth of +20% CAGR for the coming 5 years.
Did you know that IBM provided a payroll system to the Canadian government and in 2018, issues in the software lead to pay errors in almost all government employee, and it has so far cost around 3BN maple syrup dollars to fix?
I’m been building an Amazon position and I’m liking PGR as well. BN is relatively stable with lots of growth prospects.
Yikes > IRAN THREATENS "COMPLETE AND UTTER ANNIHILATION" OF OPENAI'S $30BN STARGATE DATA CENTER IN ABU DHABI
Agreed - although prefer the mothership, BN which is currently unfairly being punished by association with private equity. Good time to buy, IMO.
Israel has been saying the same thing about Iran since 1992, that they are one week or one month or one year away from having a nuclear weapon. A politician named BN built his entire political career on this issue and begged every president from Clinton, Bush Sr, Bush Jr, Obama, to Biden. Then he got lucky with the Epstein files and blackmailed the current old dude in the White House.
Dubai has a sophisticated sewage system and is building a new $22BN dollar system at the moment. Lots of trolls on Reddit spread false information.
I am really interested in opening positions in SNPS around 380 and ISRG at a way lower price. Added slightly to most of the the stocks in my individual portfolio. META, BN, MELI, NTDOY, SPGI, V, TDG Also sold some index in my Roth to buy MSFT, MCO and RACE. I don’t believe it’s possible to catch the bottom but we have to be ready to buy great businesses at a price we are okay with. It can always go lower and we always need to have some liquidity.
Added to MSFT, NTDOY, SPGI, MELI, BN. Great time to be a stock picker. So many entrenched businesses at a discount, at the worst Hyperscslars become like the utility providers of the AI world. Also Sooo many asset light businesses at a reasonable price
I agree, Ryan Cohen is a bad CEO; however the logistics still look pretty good in terms of any M&A. A 9BN war chest is nothing to ignore.
Decide how long your time line is with-a percentage of your cash. If you are comfortable with 10 plus years with a percentage of it ,buy in over time in tranches.For relative safety invest in vanguard index funds as their rates are some of the lowest in-the industry. I would agree VOO is very heavily weighted with AI stocks ,therefore would buy only some and only on a dip(15% or more off from the high ) ,diversify with VT,VTI and a vanguard value stock index . Also buy in on dips of 15% or more , off the high . It’s not guaranteed it will drop this much , but all the indexes are overbought and correction time is due and with geopolitical factors being what they are , likely to drive indexes down further . Diversify. Synchrony Bank has a 4.1% cd for 14 mos . Just tied up a significant chunk that I will not worry about and can sleep at night . Will buy into the market on broader dips, 15% down from highs, and more if 20%. Buying certain stocks that are value and have fallen in the broader drop but still have good value. Looking at Canadian stocks in us index. Recently have bought BN,MAIN,NNN,VICI ,ARCC ,VZ (at 39) ,BEP (at 19). With the exception of BN have bought in retirement accounts. Others, let me know your thoughts on these. Open to discussions . I have a long watch list and waiting for fundamentals to line up to buy.
https://youtube.com/shorts/8BN7VnInu00
I think the bear case is full run rate production of 30K barrels \* 65/barrel \* 360 = $702 MN at 50% margins that's $350 mn a year at a 12% discount rate is $2.93 BN and the market cap is $2.5 bn or $17 a share now. So I think there's still a margin of safety at current levels. Replacement cost for comparable rigs is probably $1 bn per rig and there's 3 rigs so that's $3 bn - less the existing debt is about $2.4 bn. All of this does not factor in their natural gas reserves either.
I had a really excellent 2025. In 2026 I've been rather busy and haven't had a huge amount of time to watch the portfolio, read the daily threads, etc. But it seems every time I check in, the sky is falling. (And I understand why people, particularly newer investors, are frightened.) I'm going through my portfolio to try and gain some perspective to see where the losses are coming from: |Holding|Return YTD|Return 1Y| |:-|:-|:-| |AMD|\-9.7%|\+91.53%| |ATRL|\+3.5%|\+40.43%| |BN|\-16.36%|\+9.2%| |GOOGL|\-3.42%|\+82.66%| |MSFT|\-18.21%|\+1.8%| |Rule 7 Play|\-34.90%|\+83.82%| |NVDA|\-3.35%|\+48.15%| |RKLB|\-1.94%|\+263.69%| |RDDT|\-42.42%|\+3.24%| While I've seen some nasty losses in the YTD category, the biggest losses are in in MSFT and my largest speculative play (Rule 7), as well as my smallest holding: RDDT. Aside from that, most losses are very mild on a YTD basis and you can see that the last 12 months have been extremely positive for most of these stocks even with the latest drops taken into account. It's good to get perspective and remember that a couple stocks dragging down your entire portfolio do not mean all underlying holdings need to be panic sold. The hope is that the market will eventually rally (probably before the midterms as the Republicans will attempt to use a soaring stock market to juice their base's enthusiasm) and those sub 5% losses on the YTD will flip to positive. Anyway, sorry for the wall of text. I was doing this to make myself feel better, and it worked. Time to continue holding. :)
oh boy did not realize they did a second buyback on debt! I only knew about the original $50BN one. Not sure why they're doing another $25BN!
It makes sense though and isn't a new thing this week. How can they invest in a bunch of businesses if the cash also needs to be available for withdrawal immediately. That's like saying should keep 400BN or so in cash in case everyone wanted to sell their stock tomorrow
Not yet Private credit is a portion of their business though, so they're being lumped in with the others that are having problems in every news article. I sold off my BN position today. I think the company is fine, but the negative sentiment towards private credit companies could last a year.
They still have 350BN in other backlog
Today I bought calls 6-12 months out on: LNC, BN, JXN, FLG, and PSKY just out of the money. If we get a bounce up I'll consider selling them tomorrow.
NVDA, AMD, MSFT, GOOGL, RDDT, RKLB, BN, ATRL, and one that breaks Rule 7 but in a few more months will be allowed. (And which I have mentioned in the past on r/CanadianInvestor.) Definitely tech centralized, but it's worked thus far.
Watching BN, will buy in more if it gets down to 38 or 37
I don’t think we are getting that anytime soon. An additional $50BN in bombs is more likely
I am in $BN Brookfield. Hopefully their funds catch some of this .
That is fucking wild. You’ve made $0, and the government tax it as 36%. Holding an asset is now a taxable event. They should also tax all asset holding, 36% tax on any house price increases, 36% on literally anything where capital appreciates even without making any actual $. Capital flight out of the Netherlands. Absolutely moronic decisions. The EU is its own worst enemy. The entire thing is a bureaucratic nightmare, and then they sit there and wonder “WHY DONT OUR STARTUPS GET TO $100BN, WHERES OUR ECONOMY?”
imo it's Uber, meta, MSFT, amazon, Brookfield Corporation (BN), MasterCard.
Sir you have no clue how datacenters work, do you? Anyone who's done the most basic of research can see the facts: What's the lead time on natural gas turbines for electricity, which is a backbone to near-term compute in America? (hint: its 5+ years) What has the price of high-bandwidth memory done in the last 12MO? What's the price of storage done in the same timeframe? Does the above indicate a lack of demand? How many datacenters have been cancelled due to NIMBY despite total annual AI capex going from 120B to 600B? How would this impact supply/demand given that: openAI went from $200M to $15BN ARR in 3 years, what's the TAM in 3 years? This is not an outlier since Anthropic is basically running parallel numbers. My suggestion? Find a new hobby, cause you don't understand a goddam thing about datacenters. Do you think you could go to a datacenter and have them commit even a pathetic mW worth of H200/Blackwell clusters to you, let alone any of the 15+ gW coming online in 2025/2026? Shit no, you'd be told to fuck off & if you're lucky they'll talk to you in 2027. And they won't because frontier labs are their best customer and will continue to be. Best you're gonna get is some AWS-level cloud-computing. Stop embarrassing yourself talking about how you can use the latest version of chatGPT today therefore compute demand isn't accounted for.
$7BN for every 10k swing in BTC price https://preview.redd.it/luqy93jlkclg1.jpeg?width=1080&format=pjpg&auto=webp&s=584be262605063ba13e378840e85ae1d7daec585
Puts, inverse etf or short CRWV for me. CRWVs biggest data center build (6BN cost estimate) and the 4BN from blue owl is MIA. They tanked it last week but it could still drop another 10+% with no issues. Though NVDA could swoop in with an earnings announcement about more investment in CRWV and it could spike up. With NVDA owning like 10% of CRWV, it could easily happen.
I'm inversing CRWV with CORD unless NVDA announces they are buying CRWV or giving them 4BN to cover the blue owl fuckup for their PA data center build 😁
I honestly can say I don't understand their business enough to want to buy it or know why I'd want to. Then again I hold BN but I saw a YouTube video that told me it was complicated, explained to me why it's a good buy, and I didn't understand all of it but I bought in and it's been great. So idk. I also really don't know why Tesla is worth as much as it is. It makes zero sense to me now too.
Does brookfield corporation (BN) or NU holdings (NU) classify?
Amazon also has a 4bn direct investment in Anthropic. Today, Anthropic is looking like a winner, although the answer seems to change every generation. https://www.businessinsider.com/amazon-ai-bet-anthropic-soars-61-billion-valuation-2026-2 Also, not sure on timing vs what's reported in the 60BN, but Anthropic just raised another 30BN: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation Microsoft has some Anthropic investments, but I thought they were more linked hand in hand with ChatGPT.
BN is such an old reliable…like that uncle who gives you 20 quid every time you see him
Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95
With services factored in the US still runs a nearly 1 trillion dollar trade deficit [https://data.worldbank.org/indicator/BN.GSR.GNFS.CD?locations=US](https://data.worldbank.org/indicator/BN.GSR.GNFS.CD?locations=US)
In a perfect world, yes. But their margins are extremely thin as is. Their revenue for 2025 was 54.441BN, 2024 53.309B, and 2023 52.881BN. Despite this their gross profits for those three years were: 3.562BN, 3.627BN, and 2.631BN. I touch on beef primarily because it is their largest source of revenue, $5771 vs poultry at 4212 and prepared at 2673.
The bottleneck these tech companies, and sovereign countries, have and will have is energy. China has a lot of their energy needs as they’re a manufacturing economy and have built a massive base. The USA, for example and Europe will need their data centers to build up some of their own energy needs. I’ve invested in Brookfield Corporation to benefit from this. It’s a complex business but they’re projecting to grow their Distributable Earnings by 20-25% CAGR to 2030. And they have the history of investing very well in the past too. There’s a lot going on with BN so I’d encourage reading up on their Investor Day from September 2025.
I sold a chunk of my Nasdaq ETFs to deploy into higher conviction investments, like Meta Uber and BN. I have a chunk of my portfolio in the S&P500 and will leave it there. I have no more cash!
Nothing besides the fact their bitcoin position is not $9BN in loss. Their average cost is 72k.
AMD -16.67% RKLB -14.31% RDDT -10.93% NVDA -3.88% Only BN and MSFT are green for me today. GOOGL down. ATRL down. Rule 7 down. General slaughter. Now a -5% day for me.
Another day of NVDA and AMD getting kinda battered. Meanwhile BN -4.5%, RDDT -6.6%... And RKLB +9.6% and ATRL +7.5%. My portfolio is literally trying to rip itself in half lol. Pretty flat day overall.
BN has got to be oversold right now what the actual fuck.
I find I've stepped back from watching the portfolio. It feels... Weird. Almost like I'm back in that time period of 2022 where I mostly ignored the portfolio, let it do its thing, and then looked back in 2023 for the fun stuff. Anyway. It's been a mixed January to start off 2026, with the most brutal losses being this last week. Yet even then NVDA and GOOGL managed to have a positive week, and 4/6 of the below have had a positive year so far: * AMD -7.74% 5-Day, +10.54% YTD, -8.84% off ATH. (January) * NVDA +2.07% 5-Day, +2.5% YTD, -7.68% off ATH. (November) * GOOGL +3% 5-Day, +8% YTD, looks like it's just about at ATH. * MSFT -7.47% 5-Day, -11.03% YTD, -20.6% off ATH. (November) * RDDT -16.79% 5-Day, -21.58% YTD, -33.41% off ATH. (September) * RKLB -7.75% 5-Day, +14.78% YTD, -16,85% off ATH. (January) Definitely not too surprised to see MSFT take a hit like this, or to see NVDA or AMD cool off a bit. I miss the days where this sub was rabid about buying NVDA and calling it a day. It's clear that the 'easy money' time is over, and it's time to either double down or start re-examining my reasons for owning what I own. I'm starting to get more and more frustrated regarding OpenAI. Personally I prefer Gemini and think they'll end up winning the day, so it bugs me that so many of my holdings engage in such circular financing with what I believe to be the inferior LLM provider. I think Reddit still has growth ahead, but to my understanding their recent decline is because YouTube is now the number one cited platform for answers from AI models. Checking out my holdings in my home country (the the Canadian ones): * BN -3.2% 5-Day, +4.78% YTD, -8.59% off ATH. (January) * ATRL +1.48% 5-Day, +7.68% YTD, -9.83% off ATH. (September) * Rule 7 (still!!) -20.47% 5-Day, -29.17% YTD, -32.68% off ATH. (January.) Supposedly BAM had some great earnings just a couple days ago, so I'd love to see the mothership benefit from all the good news. I suspect they will have done well, but you can never quite tell until the reports are out with BN. They've had a surprisingly flat year, but I'm not complaining - ultimately a stable place to keep my cash. Overall: relatively happy. Everything is cooling off, but I'm still pretty certain money's going to continue pouring into equities.
I can tell you’re an extremely inexperienced investor and not a trader whatsoever. You don’t even know basic vocabulary. I found a few rekt traders I replied to on this account. I had even more on my older account that was 7-8 years old. TSLA bear marries -2x TSLA as it skyrockets ☠️: https://www.reddit.com/r/LETFs/s/KoERk3dZXD TSLA bull marries TSLA stock as it goes down ☠️: https://www.reddit.com/r/TSLA/s/3GIMcoS4sR BTC bull marries BTC as it goes down ☠️: https://www.reddit.com/r/Bitcoin/s/H7lMfJT2jr TQQQ bull misses out as TQQQ skyrockets ☠️: https://www.reddit.com/r/TQQQ/s/4BN8PGirld SPY bull misses out as SPY skyrockets ☠️: https://www.reddit.com/r/investing/s/RLi47c5rUQ
Beyond Mag7? PM, FCX, BN
On your first point, they are not catering to those who earn 300 USD a month. The concept of catering to different Indias is quite common here in India which I appreciate might not be clear from the outside. You don't have to cater to the entire 1.5 BN population. You don't even need to. You just need to cater to the top few %s. For them, European brand value is worth it if they spend an extra few rupees. If this were not the case there should not have been any market for brands like Zara or H&M, we get plenty of clothes for 1/10th the price produced locally. But that is clearly not the case with more and more European brands entering India each year. On the second point, there have been absolutely no changes to the compliance requirements for European firms to set up shop in India. The compliance related benefits are for Indian small scale exporters trying to export their goods to Europe - they are already selling to the Indian market. Service outsourcing I can understand. Production outsourcing I cannot under this agreement - requirements are the same as they were yesterday!
UNH casually evaporated $50BN in market cap
The businesses are set up very well for success. Uber bookings is growing in the +20% range right now in their Eats and Mobility. It accelerated last quarter. Their TAM is increasing, and they are taking market share. Their Uber One membership is growing too, and each member spends a lot more on Uber with subscription than without. And Dara has partnered with 12 different AV partners globally. They're launching AVs in 10 new cities this year. They're an asset light, fcf machine, with management saying overall they intend to spend half their fcf on buybacks. Brookfield Corporation has massive scale. They're owner operators of the real assets of the economy, the backbone of the economy. In Power, bridges, toll roads, etc. They've pivoted 20 years ago to raising capital with investors for their projects and have grown very successfully, in the 18% range for the last 20 years. They've recently added in their Insurance business which is doing very well, as is their Private Credit business. Moreover, they're going to benefit big time with the AI boom, as globally, we are energy constrained. And all the big players, big tech, sovereign countries, are partnering with BN to build more energy. With Nuclear, the USA government gave BN $80B to build nuclear plants. BN is one of the top owners of hydroelectric dams globally. They're building more solar+wind+battery plants which are in high demand for AI workloads. Meta is just a beast in social media. They're undervalued now, growing revenue by +22%, with strong operating leverage, growing DAUs in their family of apps, currently 3.4B users. Massive. MasterCard has had negative sentiment due to fears of stablecoin and trump not understanding how credit card debt works. But they're the rails for payment systems globally. Very strong position. Netflix may/may not be undervalued now. But with WBD they'll be a much heavier business. Long-term compounding machine.
BN - they own the infrastructure and energy assets surrounding our increased energy demand
Dates should be expressed in BN and AN, before and after Nana
TSLA robotics is garbage compared to the competition (many of which are ADRs for US investors or wholly own by private equity). BRK.B is a solid company. If you're into BRK.B check out BN. It's a Canadian company with a similarly diverse portfolio.
Taiwan's total GDP is around 800BN.
TSM had 70% market share in pure play foundry, consistently taking away % from Samsung and other competitors from \~60 - 70% 2024Q2 - 2025Q3. This market share figure doesn't represent the \[likely permanent\] business TSM took away from Samsung with Google choosing TSM for their TPU chips. Adding on top, TSM is the first company be in full production for 2NM chips - while Samsung announced today they are at 50% yield for 2NMs. Throughout history we have seen technology become the dominant choice not because it is 'better' but because it was the first to be widely adopted and used (ex. Famous case of VHS vs Betamax). TSM happens to be both - they have historically produced the best chips and by all accounts will continue to produce the best chips, AND has essentially a monopoloy on higher-end chips (<5NM). My biggest fear for this stock isnt China (the world isn't going to let them stop AI advancement - thus no war) - its whether or not TSM will be slapped with some anti-competitive / monopolstic rules that will limit their potential. Otherwise, I'm not really sure who stands in TSMs way. Modern chip fabs cost $20BN+ to make, and thats only a quarter of the battle - the real challenge is having the expertise to push it to production. holder of TSM stocks and leaps \~200K
Right now for me it's Uber, Meta. I'm eyeing MasterCard. And MSFT is looking interesting now too... If Intuit goes much lower it'll be tempting. And I do want me some Brookfield Corporation BN. Argh. Too many choices!
$META $RDDT Top Picks for 2026 - Piper $META Checks remain strong. We're most focused on 1Q rev guide & see bogey at ~$53BN on the high-end, or +25% y/y growth $RDDT Users Steady (+): Buyers into 4Q25 following solid PSC user data and expect US users to improve q/q. Ad checks remain +ve and point to ad pricing at ~1/2 of SMID peers. Admittedly, expectations are high given a large 3Q25 rev beat. We see a 4Q revenue bogey of ~$695MM relative to $655-$665MM guide and global DAUs of ~120MM. We expect 1Q guidance of $590-$600MM Positive on $AMZN - Recent CIO Survey data was positive and we see potential for AI to drive AWS revenue to +25% y/y growth. Anthropic should be ramping. The ads business should be margin accretive and CTV checks are strong. We see the 4Q AWS bogey at ~22% y/y, op income at ~$24BN
You’re arguing against a strawman. No one serious is claiming a criticality experiment is a finished reactor… that’s not how nuclear development has ever worked. **Criticality experiments are a prerequisite to reactor design, not a substitute for it.** They generate benchmark data that feeds directly into neutronics models, safety margins, and licensing analyses. Every fast reactor program (EBR-II, FFTF, Phenix, BN-series) followed this exact sequence. Calling that “vaporware” misunderstands the nuclear design process. You don’t finalize a plutonium fast-spectrum core before validating the physics… you do exactly what Oklo is doing now, with DOE/NNSA labs, under oversight. On Aurora: the 2022 NRC denial was explicitly about **application completeness**, not a finding that Oklo’s design was unsafe or unworkable. The NRC said Oklo failed to provide sufficient detail *in that submission*, not that the safety case was invalid. That distinction matters, and Oklo has publicly acknowledged it and restructured their licensing approach since then. And yes- NRC licensing takes time. That’s true for **every** new reactor class, including TerraPower, Kairos, and X-energy. The difference is Oklo is now generating the exact experimental data the NRC expects *before* locking a design and submitting again. Saying “Pluto isn’t finalized yet” isn’t a knock… it’s literally the point of doing this work now.
Not bad. Seems like BN should beat the market this year too
Brookfield corporation (BN) owns 51% of westinghouse. That's my exposure to nuclear power.
If only we knew where that 19BN in federal tax dollars went. Puts on SPY. Calls on Israel.
$1.3BN+ in $AAPL Shares Sold at $259.04 — BELOW THE BID into Market Close Thursday AAPL calls are cooked.
Nataxis estimates topping 2mn barrels a day will cost between 60BN to 70BN. Nothing is happening overnight. https://www.lemonde.fr/en/economy/article/2026/01/06/reviving-venezuela-s-oil-industry-comes-at-a-steep-cost_6749143_19.html
Let EB cook. The assets they currently hold and the roadmap they’ve provided to the US Military complex alone justifies their current valuation. Their revenue pipeline prospects are bullish with direct connections to government procurement and contracting figureheads. 7BN Valuation is where it’ll top out
Yep. The Fed just gave 2.7BN for Nuclear refining. Once that is operational we're going to be investments in old mines (through the fed and private, ex. 3 Mile Island)
I didn´t say they are undervalued, but I like the price relative to the fundamentals. Depending on what you believe the companies will produce in cash flows in the future both of them can be both undervalued, fairly valued and overvalued. No one knows for certain how the future looks like. BN. Traded at a 35% discount to NAV, fantastic historical performance (+19% CAGR over last 30 years), diversified, insiders owning a lot of stock and very optimistic guidance for future cash flow growth from operating activities. NVDA. Good forward PE relative to estimated EPS growth for the coming years, market leader, strong MOAT, high ROIC and great management.
That’s hard to say. Are you thinking shares or options? At current price, market cap is $620MM. I could see a buyout this year of $1BN, if not more if their drug is approved which some folks on here feel strongly about. I personally have a “missed the boat” approach, however, this stock seems to have more substance than a meme stock.
Why are BN and NVDA undervalued at these prices? Could you explain please? Thank you very much
I don´t hold any stock forever. I rotate from overvalued stocks to undervalued stocks. Given current valuation, cash flow estimates and EPS growth I like the following for the moment; NU, MELI, AMZN, META, UBER, PYPL, ADBE, BN, PINS, betsson, AMD, NVDA and more
Uber is way too low there lol. I'd add BN there but ah well.
Alright, time for the 1Y retrospective. For the last 1Y, I am: * \+54% in my TFSA * \+128% in my FHSA * \~+95% in the registered non-registered. Overall, excellent year. Played around with margin for the first time in the non-registered account. All that profit then gets to go into the TFSA/FHSA for 2026. Crossed $100,000 CAD this year as well, which I was concerned wouldn't happen due to, let's call it, a 'recent leadership chance in the United States.' I actually did well enough that I crossed the $150,000 CAD mark as well this year. It is safe to say I'm very pleased given my age and time horizon. To recap the trading year: don't panic sell, just hold. In no particular order, this year: * CTS.TO got bought out, making me \~60% profit. * I bought RKLB, BN, RDDT, MRNA, TOI, LMN, and added to CSU. Bought RKLB and MRNA in January, and sold the MRNA immediately. Sold the CSU, TOI, and LMN a few days ago at a loss on all three. I sold my AMZN for a modest (\~20%) profit to buy RDDT on earnings day in August. * My best performing stocks of this year were (that I can mention without breaking Rule 7, but I name on the r/CanadianInvestor subbreddit) were RDDT (+53%), GOOGL (+65%), Rule7 (+131%), and RKLB (+181%). * NVDA crossed 560% all time profit for me as well, and I sold 1/4th of my NVDA shares to buy \~1/3rd of my car back in July. Honestly if I had gotten a better job this year it might've straight up been the best year of my life. Let's hope 2026 is good.
Ok, the basket it is. I’m long AES, BE, VST, UUUU, BN, GEV. Mix of shares and calls. Opening a Samsung position next year
I'm planning to have at least 20% in BN. It's like a mini BRK
$PSH - given how many posts here are Bill Ackman holdings (GOOG, AMZN, UBER, BN, FNMA)
Couple of things: 1. I think you’re under-exposed to non-US markets. The US has been on a multiple expansion run, but something like a VEA or VYMI would do well to complement having more exposure to markets that could do well in the next 20 years - on top of your VT allocation. 2. I think 5-10% of “fun money” would be appropriate - to take calculated bets on companies that you do appropriate research on and think have a 10 year runway to do well (ie SOFI, AMZN, GOOGL, MELI, BN, etc). There are good companies this consistently outperform the S&P500 or are the companies hitting their growth curve that will be reflected in their stock price. But be disciplined and don’t put money in that you’re not prepared to lose. Do your research - there are several good YouTubers that talk about narratives & fundamentals of stocks (Patient Investor, Joseph Carlson, Daniel Pronk) - they might be good ideas to get stock picks from or cross reference ideas.
Yes but maybe not a good idea for OP. BN is definitely not for hedging against a crash due to my reasons above.
Brookfield (BN) is the Canadian Berkshire.
Nah, BN probably has the best ceo in Canada, it's been a great hold long before Carney's involvement.
BN underperforming the tsx but i do like it only b/c of carney
OpenAI to raise $100BN from Abu Dhabi, ouch my anoos tomorrow.
OpenAI is raising $100BN at a $830BN valuation
OpenAI working on raising $100BN at $830BN valuation
WSJ: OpenAI looking to raise up to $100BN at $830BN valuation