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Update: Brookfield Investor Day - promises made; promises kept?
2021 investor day lookback and highlights from the 2026 day
Sep 24
14
6
3
Update: Brookfield valuation and Investor Day preview
Plan Value restated and what needs to happen for the stock to work.
Sep 15
9
7
4
Results: IRSA 4q26
Solid end to a strong year
Sep 9
4
3
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Review: Brookfield
Feb 25
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29
3
12
Review: Helios Fairfax Partners - Africa at a discount
Jun 24
24
19
14
Review: Howard Hughes Holdings - Ackman's Berkshire?
Apr 1
15
10
30
Review: Millrose Properties
Apr 21
13
13
10
Results: Howard Hughes Holdings 2q26
Sep 1
12
2
5
May roundup
Jun 4
11
10
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Update: Helios Fairfax management call
The thesis becomes a little clearer...
Sep 4
5
2
3
Update: Howard Hughes valuation
New metrics, a major mistake, and a huge opportunity
Sep 3
9
19
4
July & August roundup
What I bought, sold, wrote, and read this month
Sep 1
6
5
2
Results: Howard Hughes Holdings 2q26
Vantage acquisition closed; insurance becomes the growth engine.
Sep 1
12
2
5
Results: Brookfield 2q26
Call summaries for BN, BAM, BIP, BBU, and BEP
Aug 29
8
5
Results: Helios Fairfax Partners 2q26
Book value up again and good strategic progress.
Aug 28
7
3
Results: Cheniere 2q26
Another excellent quarter
Aug 24
4
4
2
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