EricSchleien Posted December 4, 2016 Share Posted December 4, 2016 Hey All -- I own a lot of Brookfield and is one of my largest positions at my firm. I've been doing some thinking recently on what Brookfield could look like in 10, 20, 30 years down the line and think at these prices it has the potential to be possibly one of the most no brainers in hindsight, kind of like buying Berkshire below book value. The thinking is around the privatization of infrastructure. I don't have any data to back this up but rather seeing the mass decentralization taking place around the world and I believe will only continue, I think it's possible that infrastructure is mostly private in our lifetimes or at least MUCH more than it is today. If that's the case then the amount of assets in this industry will be pennies compared to what it will be in a few decades from now. If that's the case, Brookfield could be WAY less than a 50 cent dollar. I'm sort of just rambling here but I tend to see things as very big picture. Of course the world isn't linear and many things and many unknowns can happen and will happen, I just have this feeling this could be a huge driver of Intrinsic Value going forward that isn't really being spoken about much. Bruce Flatt talks about it a little but seems less excited about it than I am. Of course I could be totally wrong but I do feel that the probability of this is not low. Seems the risk/reward for Brookfield is even higher than the company alludes to in their investor presentations. Anyone else been thinking along these lines? Link to comment Share on other sites More sharing options...
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