HenryX1e

我刚打赏了这个帖子 ¥1，也推荐给你。

回复@钟晓渡: 我直接自己演//@钟晓渡:回复@戴大西虎吃海喝:如果我已经富可敌国，倒可以整个这样的公司拍拍我喜欢的剧———这是我能想到的我唯一会买这类公司的场景。

$黑石集团(BX)$ $Brookfield资管(BAM)$ $Kkr & Co.(KKR)$ 从这个小红书帖子可以管中窥豹，fund manager对LP能有多透明

回复@Canwei: 能以3.67%的cap rate卖出，这资产质量可以的，太古如果愿意，还有很多成熟资产可以拿来做资本循环//@Canwei:居然卖港岛东中心部分写字楼，这个真没想到应该属于非卖品的吧

$阿里巴巴(BABA)$ 为什么要顶着红利税选择派息而不是回购

你这么说我可要掏出日元了

$布鲁克菲尔德(BN)$ 23Q3:
Sohrab Movahedi:
I think in the supplemental, you talk about the insurance solutions business acquiring an economic interest of 2 billion in real estate. Can you give us a little bit of indication as to the mix of that real estate, I guess, be...

回复@坚信价值: 我的意思是BN把资产给了BNRE，BNRE为啥不把现金给BN呢，既然不缺钱//@坚信价值:回复@HenryX1e:因为BNRE不但不缺现金，反而是坐拥大量现金和短期流动性资产需要尽快投到收益率更高的资产上。

$Brookfield再保险(BNRE)$ During the quarter, Brookfield Corporation contributed $2.1 billion of real estate and other assets into BNRE in exchange for Class C shares, to support the growth of the business.
@坚信价值选择增资给保险子公司，不拿现金是为什么

$Brookfield资管(BAM)$ quarter FRE up 8% yoy, TTM FRE up 12% yoy excluding performance fee, private credit would be the major contributor for future growth

#赌金者：长期资本管理公司的升腾与陨落#
梅里韦瑟宣布强制外部投资者退出基金6天之后，公司重要合作伙伴所罗门兄弟债券公司传来了重磅消息。自从莫泽尔丑闻发生之后，这家公司连续经历梅里韦瑟辞职，以及罗森菲尔德、哈贾尼、霍金斯和希利布兰德等金牌交易员流失的打击，如今已彻底丧失了元气...

#赌金者：长期资本管理公司的升腾与陨落#
1997年7月，就在担保交易达成几周后，国际市场风云突变。备受金融违约问题困扰的泰国宣布泰铢兑换采用浮动利率，导致本国货币应声下跌20%。这一风波迅速蔓延到菲律宾、马来西亚和韩国，导致这些国家的货币也出现贬值。为缓解市场跌势，J.P.摩根银行新...

回复@轻舟也可渡狂潮: 现在的西屋电气主要做核电站维护，85%的收入基于长期合同，客户留存率接近100%。核电的特点是清洁、稳定，与未来能源发展趋势相符。西屋电气未来收入增长来源于为新建核电站提供设计和维护服务。现在BEP收购的价格对应10%+ FFO yield，即使不增长也可以提供稳定的现金流，还...

$Brookfield再生能源(BEP)$ 23Q3:
On our acquisition of Westinghouse Electric, we recently received all required regulatory approvals and expect to close the transaction early next week. With this acquisition, we are adding a leading provider of mission-critical technology ...

#赌金者：长期资本管理公司的升腾与陨落#
卡波并不是唯一怀疑默顿的理论模型过于超前的人。长期资本管理基金成立时，默顿在麻省理工学院的导师保罗·萨缪尔森也深感忧虑。作为首次荣获诺贝尔奖的金融经济学家，萨缪尔森认为“连续时点”不过是一种理想状态而已。在实际生活中，交易员往往需要...

$Brookfield再生能源(BEP)$ 23Q3股东信:
Our approach to development continues to be focused on delivering appropriate risk-adjusted returns and focusing on investment opportunities that we can de-risk quickly. We do not build on spec and reduce risk in our investments by si...

回复@HenryX1e: Furthermore, PB is not such an important ratio when you do valuation to an asset manager, what asset do you expect to get from it? Some desks and laptops maybe? The most important asset of these companies is the ability to deliver a high level of risk adjusted ...

回复@forcode: under ifrs standard, the number of profit of brookfield and its affiliates are not accurate, because it contains non controlling interests. If you use this number, of course you will see many strange ratios, which are meaningless//@forcode:回复@坚信价值:写个做空...

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