DeniaI Prcnk

Private credit and equity are massive industries. They sound obscure, but they're essentially just lending money and/or investing in businesses that aren't publicly traded. I don't think every PE firm is at risk or operating irrationally. Yes, some are, but not all.

Want to share some thoughts on Canada, as I see so much negativity on here. 🇨🇦 First, I love Canada. It's an amazing country with incredible people. If you treat us with respect, you will receive it. Our economy has been going through significant stress and a transition period after 10 years of poor leadership blocking our potential. I'm cautiously optimistic that's changed and heading in the right direction. This change, like it or not, is being fueled by our largest ally and trading partner leveraging its integration within our economy to get what it wants out of us. Listen, you can debate if you agree with Trump or not. I don't care. What you have to realize is Canada has a massive one-customer concentration risk. In business, that's just simply not ideal. This customer concentration has been leveraged against our economy's best interests. Again, you can agree or disagree if you think Trump is doing the right thing. My question to you is: What happens if a radical left-wing U.S government comes to power, and used this same leverage to push Canada towards communism? Obviously that's a very low-risk event, but the point is, the leverage over our economy could be used by any future U.S administration (not Trump), in any way they please, at any time. As a Canadian, I think this is a huge risk, as it hampers our ability to be a self-guided and governed nation based on our own values. Previously, our integration with the U.S was only viewed as an asset (and it obviously still is). But the sheer reliance we have on their country has been leveraged to become a liability as well. I don't think it's a bad idea for us to diversify and explore getting our assets to new markets. I simply don't see the downside, or how anyone could disagree that this is a good idea. Reduce the customer concentration risk, diversify revenue streams. That's just good business. It will hurt us in the meantime, as we're seeing. But long-term, if we can succeed at reducing our customer concentration risk, get out of our own way, and get our critical assets that the world relies on to market, then we have huge potential ahead of us. I am cautiously optimistic that we're moving in this direction. Sometimes it takes things getting worse to wake people up from complacency, but I do think we're waking up. And by the way, I'm sure many Canadians would agree that we love the U.S and want to have a strong relationship with them. But I don't think having a strong and prosperous relationship with the U.S means we also can't diversify away from them. The two aren't mutually exclusive. I'm not willing to give up on Canada or our future potential yet.

By the way, this is a very, very good sign for $BN / $BAM. It goes directly against the headlines saying private equity is "stuck" holding onto underperforming assets.

$BN said it had a record year for monetizations (asset sales). I went back and found all the data for monetizations per year since 2019 (when they started reporting this metric). 2025 was indeed a record year - by far.

They have also reported that substantially all asset sales were at or above carrying values, every year.

$MELI management seeing the stock down 30% and then announcing more investments in Argentina is kind of respectable. They truly don't care about the short term price action, and only about doing what's best for the business long term.

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"From cap u0026 gown to new adventures—cheers to the class of [Year]! Memories made, dreams ahead. Forever grateful, forever a [School Nickname]."

Community Clean-Up Day! Join us this Saturday, 9 AM at Maple Park to spruce up our neighborhood! Bring gloves, a reusable bag, and good vibes—snacks u0026 a group photo afterward! Tag a friend who loves keeping our space fresh! #GreenNeighborhood #CommunityLove

Chasing sunsets in Santorini White-washed villages, blue-domed churches, and wine that tastes like summer. Every corner feels like a postcard—pure magic. #SantoriniVibes #WanderlustDiaries

Spent the weekend sorting 200+ books for a community library drive! Joined 15 fellow volunteers to organize, label, and stock shelves—now kids u0026 seniors have fresh reads. Small acts, big smiles #VolunteerJoy #CommunityLove

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Woke up to birdsong, brewed coffee over an open fire, and watched the sun paint the mountains pink. No Wi-Fi, just us, nature, and the best kind of tired at day’s end. #CampingVibes

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Late night at the desk, coffee in hand, deadlines to hit. Who’s with me