Substack · Building Arks
Update: Brookfield Asset Management Investor Day
The best bit of BN, compounding at 16-20% with a 4.5% dividend yield
Since publication BAM +2.4% α +2.9 pp vs S&P 500 · USD
US · 2 entries · 2 publications
BAM
Brookfield Asset Management Ltd.
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Feb 6, 2026
- Latest
- Oct 20, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on BAM at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 1 entry
- February 2026 1 entry
Substack · David & Moat Investments
BROOKFIELD ASSET MANAGEMENT
Resultados Q4 2025: Credit impulsando los FREs, el mercado de los 401k y la hoja de ruta hacia 2030
Since publication BAM −5.2% α −15.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.