An unfair question given that BN has been one of his top picks. Given that he barely spoke at all about BBU, I don't think he knows much about it. GLTA
COMMENT
Brookfield Business Partners LP(BBU.UN-T)
04/06/2024
BBU vs. BN
Own BN, because it's the mothership; everything flows to them. BN has been under pressure for owning office real estate, which is very undervalued and will take time to resolve. They own a big stake in BAM, which is the gem in this lot, because BAM collects healthy fees which flow to BN. BBU doesn't enjoy this.
Zachary Curry
$24.790
No