Stanton

@VanIsleInvestor @BNNBloomberg @MobileSyrup Telus is garbage, New CEO will slash div and fire a boat load, I will buy when this happens, until then it's a dumpster fire

Canadian Telecom: $T Telus employs ONLY 22% of their Workforce in Canada. $RCI.B Rogers Communication is 99% Canadian. $BCE BCE is 95% with recent U.S. expansion. Probably a good story for @BNNBloomberg or @MobileSyrup. Now you know why $T Telus is using A.I. to alter non-Canadians voices. All Canadian Telecom companies are not equal. Thanks @FuzzyBe02910905

Insights from $BAM's call AI infra is the largest and fastest-growing theme for the business. A $5B AI infrastructure partnership with Bloom Energy is already in talks to expand by multiples. Real estate transaction volume is recovering much faster than public headlines suggest, with the firm expecting to complete $20B in transactions over a two-month period. Office fundamentals are also strong because zero new supply has been built since 2020, driving rents in Tier One markets 50% to 80% higher than they were five years ago. They have very limited exposure to software and direct lending, protecting it from current market stress. Its private BDC represents less than 1% of fee-bearing capital. The Oaktree acquisition can add significant new revenue and AUM with only a modest increase in operating costs. The credit team is preparing for a massive deployment opportunity driven by a wave of leveraged buyout maturities scheduled for 2027 and 2028. A newly awarded mandate from Just Group adds $40B in insurance-related fee-bearing capital. The flagship PE fund has already raised $6B and is expected to be the largest vintage in its history. Management believes the stock is meaningfully undervalued and has opportunistically repurchased nearly $800M in shares over the past seven months. Wow! They are in advanced talks with major target date fund providers to add its real asset products into default 401k and retiree portfolios. The private wealth business continues to grow at approximately 40% annually. Really looking solid.

@CapexAndChill What did you think of their low 7% growth on distributable earnings?

$BAM generated strong advantages in the first quarter through massive fundraising and a growing pool of guaranteed future fee revenue. Their core upside is driven by $67B in ytd fundraising and a $137B stockpile of uncalled capital. When deployed, $67B of this uncalled capital will automatically create roughly $670M in new annual fees. BAM also secured a $40B mandate from Just Group, which locks in another $100M in yearly base fees. They also are actively raising their largest-ever flagship funds for both infra and PE. BAM's long-term profit potential is backed by its carry eligible capital, which has tripled to $182B since its spin-off and already holds $1.5B in unrealized carried interest. These locked-in fees combined with record fund sizes, and limited exposure to market stress, BAM has established a predictable and expanding path for future earnings growth. Business as usual 🍻

@righetous9195 @BarrySchwartzBW Circular revenue is not real revenue

@BarrySchwartzBW the Dot com era was ALL hype and ZERO revenue the AI era is FULL Revenue and REAL utility

This run is nothing. But just remember it ends in pain...

@BarrySchwartzBW @KaijuKingz94 I agree there's so many growing amazing businesses that nobody wants to buy because they don't have a tether to AI.

@KaijuKingz94 I'm biased, but I feel our portfolio is near the cheapest on valuation in years given the expected growth.

@BubleQe The numbers should pick up dramatically as the year rolls on Q4 should be really good once oak tree is fully integrated. I didn't like the 7% growth on DE but that's completely explainable when you understand what's happening in the company.

… as expected. $BAM.TO

@tupacabra That's the art bell?

An inconvenient truth.

@RazorOil It's really unfortunate, Canada is like 10 years behind the curve now. Mark Carney seems to be the only politician that is still holding on to this nonsense.

Canadian carbon tax solves this….🫣🪒

@theblackvault @kenklippenstein These idiots, and I'll include Neil in this series absolutely outlandish stupid things all the time. "Be super advanced beings that have mastered gravity and time just crash into the desert all the time" Literally cringe-worthy

@kenklippenstein Who said they would come by faster than light travel?

wild how aliens figured out faster than light travel but keep crashing into things

@marketplunger1 We are all feeling it I sold my Intel stocks at $40 because the company just sucked but apparently I'm an idiot.

I am confident enough in myself to say that I feel like I'm the only person not making life-changing money in semiconductors and AI stocks. Like I completely missed it. So now I feel the desire to buy "the next rotation." I don't know. Hope my insecurities help others.

@ufouapam Watching now, that was quick Andy

youtube.com/watch?v=DfIWRP… See you soon

@theblackvault @ksorbs It's a smoke show

@ksorbs That’s exactly their plan… Release stuff like this with the aura of “transparency“… And in the end, you just squint your eyes and laugh it off. Meanwhile, I guarantee they have a lot better stuff they won’t be releasing or even referencing.

What exactly am I looking at here?

@TMZ Lot of bridges around

Canadian actress Claire Brosseau is begging a Canadian court to let her end her own life. Details: tmz.me/LDzjzhj

@AugustusBenle deserves it for being a ginger

>30 something poor Virginia boy >Married with two kids >No career >No prospects >Commits to creating a music career out of nothing >Makes millions overnight >Wife divorces him and gets half of his newfound wealth

Canadians seeing this:

@rand_longevity False

so is it confirmed we went to the moon?

@unusual_whales Hope they landed in Brampton

"Two Canadians passengers who left hantavirus cruise are now in Ontario, Canada," per CP24

@GuyTalksFinance It's not but okay

Berkshire Hathaway is a $1,000 stock that’s selling for only $475/share. Buy the discount while you can $BRK.B

@theblackvault @DeptofWar Go get em John

So what you are saying @DeptofWar, is that you can redact sensitive information on UAP imagery and release photos (and videos). Gotcha. I'll just forget you told me you couldn't do that. Because we know Batch 01 doesn't have the good stuff.

@RazorOil @Amena__Bakr

Here we go again :)