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@LukasTlmn

Interesting due diligence about companies around the world 🌍 Common ideas about investing 💡 Just education and entertainment, not financial advice!

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Pinned

My thesis on the Brookfield Corp. $BN after the spinoff of the Brooklyn Asset Management $BAM at the end of 2022 👇👇👇


Only good news from my companies today. $BN announces a record deal with @microsoft $vty CEO Greg Fitzgerald purchases 250k worth of shares in open market. Almost no price reaction in both, which is fine by me


SCS Group $scs.l got bought out at a premium of almost 70% to current price. Congrats to all who listened one year ago!


After strong $p911 results, Volkswagen $VOW3 reported it's own today. Revenues and deliveries up significantly, net income down because of change in fair value of derivatives. Strong cash flow. Outlook seems good too. It's a matter of time when Porsche SE $PAH3 explodes up 👆👆

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For the doom and gloomers out there. $BN CEO Bruce Flatt explaining their exposure to the problematic CRE sector. Around 5% of their assets are exposed, the other 95% is doing very well. youtu.be/4WhMQzLPjmo


Porsche AG $p911 reported 23Q1 results today. Every metric showed significant growth - revenues, profits, deliveries. Stock in the red. Doesn't matter though, as long as the company keeps executing, the share price will reflect that at some point. Adding more $PAH3 $poahy

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