Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 15 entries · 7 publications

BN

Brookfield

Entries
15
Bullish
0
Bearish
0
First
Apr 10, 2025
Latest
Oct 20, 2026

▲ 0 bullish ▼ 0 bearish · 15 no stance

No entry states a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on BN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

Newest to oldest
  1. October 2026 2 entries

    Substack · Building Arks

    Update: Brookfield DEBR - what is it?

    What is Distributable Earnings Before Realisations, and can we trust it?

    BN3,140 words

    Since publication +5.6% α +6.1 pp vs S&P 500 · USD

  2. September 2026 2 entries
  3. August 2026 3 entries

    Substack · Building Arks

    Results: Brookfield 2q26

    Call summaries for BN, BAM, BIP, BBU, and BEP

    BN2,372 words

    Since publication −7.9% α −7.8 pp vs S&P 500 · USD

    Substack · David & Moat Investments

    BROOKFIELD BUSINESS CORPORATION

    Resultados Q2 2026: el EBITDA se queda plano, el EFO despunta en el Q2 y siguen los reciclajes de activos

    BNBBUCES1,940 words

    Since publication BN −13.7% α −13.3 pp vs S&P 500 · USD

  4. May 2026 1 entry

    Substack · Waver Research · Waver

    [Portfolio] Brookfield Corporation Q1 2026

    Same machine, better price, new catalysts. The discount just got wider and the reasons for it just got thinner.

    BN1,993 words

    Since publication −16.4% α −19.1 pp vs S&P 500 · USD

  5. February 2026 2 entries

    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

    BNBAMES6,711 words

    Since publication BN −16.1% α −26.8 pp vs S&P 500 · USD

    Substack · David & Moat Investments

    BROOKFIELD BUSINESS PARTNERS

    Resultados Q4 2025: Unos resultados descafeinados en 2025... la travesía por el desierto puede continuar

    BNBBUCES2,590 words

    Since publication BN −15.0% α −25.9 pp vs S&P 500 · USD

  6. January 2026 3 entries

    Substack · David & Moat Investments

    BROOKFIELD INFRASTRUCTURE PARTNERS

    Resultados Q4 2025: Crecimiento FFO en punto de inflexión, la Infraestructura lista para acelerar

    BNBIPCES2,284 words

    Since publication BN −18.5% α −28.6 pp vs S&P 500 · USD

    Substack · CapexAndChill

    Brookfield’s Nuclear Pivot

    Why Wall Street is mispricing Brookfield's nuclear ambitions

    BN1,576 words

    Since publication −22.3% α −33.5 pp vs S&P 500 · USD

    Substack · David & Moat Investments

    Brookfield en Japón: El acuerdo con Dai-ichi

    La expansión de la división Wealth Solutions continuó tras la adquisición de Just Group (enlace al artículo), con un acuerdo con la compañía Dai-ichi en Japón a principios de octubre.

    BNES870 words

    Since publication −18.6% α −30.6 pp vs S&P 500 · USD

  7. June 2025 1 entry
  8. April 2025 1 entry

    Substack · 310 Value’s Newsletter · 310 Value

    Brookfield Corp. - Get a Buck for Fifty Cents

    Trying to Make Sense of the Complicated Parts and Highlight its Value

    BN2,298 words

    Since publication +21.3% α −24.4 pp vs S&P 500 · USD

There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

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.