Daniel PronkPublished 2026-09-18
“Top 5 Lessons That Will Make You A Better Investor”
$BNBearish
Reduced BN position due to underwhelming growth lowering DCF-based intrinsic value; thesis collapsed relative to alternatives.
This has already happened to me and my portfolio over the past year with respect to Brookfield. If you are a longtime follower of my channel, I'm sure you know that for almost 3 years I held Brookfield stock as the largest position in my portfolio by a considerable margin.
It performed very well in this position, and more than doubled my money during the period I owned the stock.