Building Arks

Update - Brookfield 4q call summaries

To whet the appetite in advance of 1q.

7 hrs ago

1

March roundup

What I bought, sold, read, and wrote this month

Apr 1

1

Review: Howard Hughes Holdings - Ackman's Berkshire?

Long term cash flows and practically infinite reinvestment runway - will it work?

Apr 1

7

2

12

March 2026

Update: Brookfield investor day summaries

Transcript summaries of the Brookfield universe investor days

Mar 19 • Building Arks

8

2

4

Review: Uber in 20 years

The good, the bad, and the skew.

Mar 17

7

7

First look: Vail Resorts.

Arguably irreplaceable assets; leverage and lease renewals worry me.

Mar 10 • Building Arks

3

2

Review: Cheniere Energy - LNG export major

Cash generative, highly contracted, with advantaged growth, trading at a 13% IRR.

Mar 4

3

4

February 2026

February roundup

What I bought, what I sold, and what I wrote this month

Feb 27

4

2

1

Review: Brookfield

Some thoughts after owning this phenomenal compounder for 17 years.

Feb 25 • Building Arks

20

3

5

January 2026

Review: IRSA - cheap Argentine property cockroach

Premium assets benefiting from Milei's reforms.

Jan 28

7

2

4