BAM

"لذا، نعم، أنا مشترٍ لأسهم Brookfield Asset Management هنا. أعتقد أن سعر السهم منخفض جدًا. أعتقد أنه مقوم بأقل من قيمته، وأعتقد أنه مهيأ لتحقيق معدل نمو سنوي مركب جيد جدًا للمستثمرين على مدى السنوات الخمس المقبلة."

"أعتقد أن سعر السهم اليوم يقدم سعرًا جذابًا للغاية، وقد اشتريت المزيد من الأسهم عندما كنت في إيطاليا بالفعل. تمكنت من تسجيل الدخول إلى حسابي في Interactive Brokers أثناء وجودي في إيطاليا، نعم، قمت بشراء المزيد من أسهم BAM وأنا هناك."

"قمت خلال الأشهر القليلة الماضية بزيادة حصتي بشكل كبير في أسهم بروكفيلد لإدارة الأصول في محفظتي. لذا، سأشارككم ما أفكر فيه بشأن سعر السهم اليوم وما سأفعله بأسهمي أيضًا."

"بعض الشركات مثل بروكفيلد انخفضت بنسبة 20%خلال هذه الفترة لأنها تتأثر بشدة بتغيرات أسعار الفائدة."

"The first one is the assets management business and this is mainly through Brookfield Asset Management which is a separate company."

"If you can earn 5% on the 10-year or maybe soon 6% on the 10-year yield risk-free from the US government, why would you take the risk and invest with Brookfield Asset Management to earn 7% or to earn 8%. It wouldn't make too much sense."

"LVMH, where is yours? Home Depot, McDonald's, Uber, Brookfield, Costco, Waste Management. I showed a lot of them here, and I own much more of them in my portfolio. I've been buying a lot of them. They're getting cheap"

"Brookfield"

"Brookfield 10.1"

"Brookfield by just 4%."

"Brookfield is number two"

"As for Brewfield, caught up in a sectorwide fear about private credit and asset manager risk that don't really apply here. Mittens or better distributable EPS growth expected as carried interest realization accelerates."

"Brookfield"

"So, as I said, there is a lot that we have to cover in this video. So, let's start off by taking a look at the earnings highlights and I'm going to run through this pretty quick. All right, so starting from the top here, this says fundraised a record $77 billion in the second quarter, $98 billion year to date. Quarterly fear related earnings of 88 million up 20% year-over-year."

"Basically, if BAM invests its customers funds and actually produces outperformance above the target annual returns, then a portion of the outperformance goes to BAM as earnings in the form of carried interest."

"The current environment is increasing the demand for highquality real assets and essential service businesses." Now, this is one of the main reasons why I invested in the Brookfield ecosystem as a whole and also why I rotated so much capital into Brookfield Asset Management."

"And if Westinghouse does end up going public, then it could unlock a significant amount of value for Brookfield shareholders now and over the following decade as this nuclear renaissance happens."

"So as BAM continues to grow its AUM, it also grows this carried interest future earnings stream that we're not seeing today, but in the future will produce very real shareholder value."

"I've also been tracking BAM's unrealized carried interest every single quarter, as far back as I could possibly go."

"And that thesis so far looks like it is playing out because as we just read, Brookfield Asset Management has already raised $98 billion year to date. Its fee related earnings are accelerating and grew 20% year-over-year. And its net income is also up 15%."

"In today's video, I am going to give you a full update on Brookfield Asset Management because the company reported its earnings last week. The earnings results were very good and then I also want to explain why I think that this is one of the best dividend growth stocks in the entire market, if not the best actually."

"significant amount of bullish developments for Brookfield Asset Management as well. The stock is also up roughly 30% since I started aggressively buying back into it and it's up another 4.6% on the day today after announcing a massive partnership with Nvidia."

"But to also be fully transparent, as I said on my channel, I did sell down my BN position to rotate it into BAM because I thought that BAM was offering more value."

"Look, just on Brookfield in particular. We've been building out backbone infrastructure since the company started and uh and originally it started with enormous amounts of power uh uh solar, wind, gas. we moved to data centers and with Jensen we've now been moving to compute uh both financing but also building this compute and we cannot build enough power we cannot build enough compute for the demand that John's talking about so this is not about uh is there too much financing being made it's th"

"So across the board, it looks like this was another strong quarter from BAM. Moving on to the next screenshot though, here we can see that capital deployments, this is Brookfield actually using its capital to buy assets and invest was up to $21 billion for this quarter, up from 14 billion in the second quarter of 2025. So, Brookfield Asset Management is continuing to find opportunities to deploy capital and I believe that their capital deployments will continue to accelerate as well."

"I believe that the market is going to continue going higher and I also believe that Brookfield Asset Management, the data center construction stocks that I own, even the construction industry as a whole is going to continue going higher because they are making it clear this buildout is not slowing down."

"I watched the entire interview and there are three main highlights that I want to point out. In specific with Bruce Flat who is the CEO of Brookfield and also with Larry Frink who is the CEO of BlackRock which is the largest private equity firm in the world."

"BAM has accured $ 1.9 billion of unrealized carried interest on these funds, which is net of BN's portion. BAM's carry eligible capital has also 3xed since the spin-off and is now at $187 billion."

"especially for Brookfield shareholders, is that Brookfield purchased Westinghouse, I believe it was in 2018, out of bankruptcy. And Westinghouse is arguably the most important nuclear technology company in the entire world. And Westinghouse is now leading this renaissance of nuclear buildout."

"And the most recent major piece of news that is causing the stock to continue going higher is that Nvidia announced a partnership with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms aimed at mobilizing more than $500 billion in third party capital for AI infrastructure."

"So, going back to what I said about carried interest earlier on in this video, Brookfield Asset Management has seen such significant outperformance in some of its funds that now they are starting to realize carried interest or essentially realized investment gains far ahead of schedule and they could actually see some realized carried interest gains towards earnings before the end of the year. And if they do, then this could accelerate earnings even further for Brookfield Asset Management becaus"

"In Q4, we do lap a very strong prior year quarter, which may reduce the year-over-year growth for that one quarter. As we turn to 2027, the exceptional fundraising in 2026 positions us to maintain that accelerated growth trajectory into the next year. Perhaps the last point I would make is one thing we're pretty excited about, which is due to significant investment outperformance in some of our strategies since we spun out at the end of 2022, is that we expect to begin generating and realizing c"

"And it's also partly why I am invested in Brookfield Asset Management, as I have shared previously on my channel because they are one of the asset managers that is specifically investing in the energy buildout and infrastructure buildout in the United States, in North America, and also over in Europe."

"And this is one of the main reasons why I am invested in Brookfield Asset Management."