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One of the most undervalued value investors out there!
One of the most stratagic people with his investors , he says he's fund is not strategic but his relationship building skills are very good and strategic.
Love Bruce Flatt. Highly ethical and outstanding CEO
I'm sure Brookfield will make highlights available from its Annual Investors Day, tomorrow (26 September) in NYC
First, thanks to Bruce Flatt for this talk, and thanks to Google for sharing this gem! Shocked to see so few in the audience to listen to this accomplished investor. I sense this talk will ripen with age.
A big gem! I watch this video again and again and again. Bruce Flatt 💪💥
Great video! Flatt is so humble and focused. Good points about paying attention to technology.
Hands down one of the best Talks I've seen. The amount of investment wisdom shared is unthinkable
20:39 Those few people attending the talk, are a testimony to his philosophy, that most people skip the ordinary. Yet the few who carry on despite the odds, make it big one day
A FANTASTIC talk by Bruce Flatt who is a Class A private equity investor. Long BAM. Great talk.
Great CEO that definitely should have gotten more respect from Google!
Probably one of the most under valued investors in the world. More people should know who Bruce Flatt is.
In this highly volatile and unpredictable market, this listening session serves as reminder to stay invested and invest within a sufficient margin of safety.
This a master class in value investing. Thanks
Fantastic video. Thanks for sharing these talks with the world
so much wisdom in a short video- Thank you Google and Bruce Flatt!
Has many great quotes! Memorize his words no matter what you invest!
Bruce is a very smart investor. Level headed thinking with sound principles like "BUY" when others are fleeing, etc.
Solid session from a solid fixture in asset management.
this guy is too underrated but his insights are great and very useful
Great education for me !Through books things are too dry for me to grasp the essence
Shame on Google. Such a great speaker and there are only few people in the room... He shares the important knowledge free of charge and only few came to listen...
Few people in the room but over 70.000 people already saw it online :)
That's pretty common with google talks. They have so many famous and important people come in it's just the popular
Really few people have listening ears.
Extremely useful and underrated...The empty seats are a missed opportunity to be face to face with an aficionado of investing.
I think I have had Brookfield stock for over 30 years back when it was Edper, Hees, Brascan, Coscan. It used to have a very complicated owner ship structure. Anyway I made money by doing what Brookfield was doing. It sold Brookfield Homes , I sold, when they starting buying I bought , when they bought the Brookfield Homes convertible pref so did I. There were so few owners of that issue it couldn't trade.
This is gem of a talk
AMAZING TALK! THANKS!
Excellent talk. Thanks.
Minute 2:37; less than 15 people in the room watching an outstanding CEO. What a pitty...
Sad, his fund investors would need to put in at least US$100 mn to hear him talk.
Absolutely. He was so genuine and amazing.
@Derek K. exactly. The google people don't have to be physically in the talk.
We don't know how many were remote viewing!
Thankfully it's on youtube so we can all watch him and learn!! Will see him tomorrow LIVE in NYC.
what a presentation, congrats
I really shooked about size of audience ....anyway ...happy of content ceo gives ...number of audience not imlortant ....Now 70.000 watched this wonderful lesson hour ...a full stadium . ..
Bruce is an expert! Key take away - don't follow the herd.
Great video! Thanks!
Simple and valuable ;0
Bruce might just be the GOAT.
Can someone clarify the below:They bought the office in Park avenue at $ 434M and sold 21 years later at $2B. That is a CAGR of 8%, which is comparable to returns from an index fund. Not to judge anything, just trying to make sure I didn't miss something here.
It's a little more complicated, they bought the property with only 140M down, renovated the property, and refinanced it multiple times pulling out significant amounts of cash. I suggest reading the section titled 245 Park Avenue in the 2017 shareholders report for the full synopsis, it's hard to calculate CAGR but it definitely exceeds 8% bam.brookfield.com/~/media/Files/B/BrookField-BAM-IR-V2/quarterly-reports/2017/f-bam-q1-2017-ltr-to-shareholders.pdf
If the Softbank CEO have this kind of investment strategy, the company might be more profitable and probably avoid losing Billions of dollars during this pandemic. Softbank CEO blew more than $70 Billion because of worthless investments. 🤦♂🤦♂🤦♂
I wonder if there is an update on these views for the post-pandemic situation.
My dad Roger adored Bruce and was friends with him. I never met him, being the black sheep of the family. Peace.
Means you didn't get any of the inheritance? ;)
The one forecast Bruce Flatt made about urbanization was reversed by Covid-19 and changed work habits may put this to the test.
Thanks for inviting Bruce.
Best wishes to Brookfield's Westinghouse investment
he doesn't invest in bitcoin because its speculation. The holy grail of investing is cashflow. How can you finance a bitcoin purchase? you don't. Crypto speculators don't understand finance/cashflow
This is just fantastic. So undervalued investing advice to purchase something below replacement cost.
@RockyP1199 eeeh, NO Thats a high beta stock competing in a monopolistic instdustry dominated by TSMC, Samsung and Intel. Sorry, not buying
Now I feel like buying some BAM stock lol
@henny su hope you bought, i sure did
@Eric Mancini Just had a 2 to 3 split today. I will buy more when there's a drop.
@henny su now's ur second chance LOL a great company to own
You would have earned over 40% if you have really bought BAM about a year ago.
I want to BLB - be like Bruce! Baller.
Great guy but how does he hold on to capital when asset prices dip...no redemption requests ?!
@16:54 the building in Manhattan bought for 432M$ in 1996 and sold for 2200M$ in 2017, that's exactly an 8% a year CAGR (Compounded Annual Growth Rate) over a 21 years period.The Dow Jones in the same period did 9% CAGR (dividend reinvested) dqydj.com/dow-jones-return-calculator/So I don't know why he glorifies an investment that did worse than the equity market as a whole.And thank God he says they bought it in a stressed period and it was located in Park Avenue.
They were able to refinance there money out In full plus extra making the returns infinite over the 10 year period before they sold it
rental incomeprobably favorable tax treatment as wellalso need to take into account risk, i.e. returns on a risk adjusted basis
You’re not taking rent roll into account
How does an amount doubling in about 8 years make the growth exponent.. just over 10% pa
Very sad to see my friend talking to such a small crowd. Very sad. Will monitor this closely!! Shame on you Google!
If you guys are looking for a copy of the PDF there's one on my blog. brianlangis.wordpress.com/2018/09/13/durable-principles-for-real-asset-investing/
Soy el único comentario en español? lol
C'mon... Empty seats? Really?
what is the name of the picture with the sheep at the beginning?
his primary thesis is wrong - asset centered is not the future, the future is asset-light, non-real asset businesses that produce profits.
I agree with Alex. Also, asset light doesn't make sense if they have no cash flow and there is a lot of competition. The idea is cash flow generation and great barriers to entry.
Alex He has put up 20% returns for three decades. What about you?
Most of his principles are from Warren Buffet, he should have referenced him ....
Corona virus might have ruined his plans
He is a thief, a fake, and took advantage of a situation and scored off my grandparents. And took advantage of people who trusted him in 2004. i cant prove it without a document stole from me by power of attorney of estate. But great name and he is very smart. i have forgave but cant forget. But this is closure cause my grand mother who was in his corner would say have faith and dont let past destroy your future. God Bless Bruce Flatt and i wish you the best.
Kinda sounds like advertisement
Do you really know what BAM does and its historical return? This gent doesn't need to advertize and only takes in big institutional investors not individuals.
What a seller. You value investor suckers beware of these presentations.
Seller? He literally does like 2 public appearances per year, except for their investor day. He is one of the least promotional CEOs out there.
Hard to listen to, very dry and boring