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Brookfield Infrastructure: too cheap to ignore... I'm buying! [EP. 62]
Manage episode 381450960 series 3449815
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:00) - Intro
(0:46) - I finally bought back into Brookfield Infrastructure
(3:20) - BIP business model & dividend
(5:24) - Sticky, long term contracts with high visibility on cash flows
(8:11) - Brookfield’s data segment will benefit from the AI boom
(12:23) - Triton
(14:34) - Why I am talking about this now
89 episodes
Manage episode 381450960 series 3449815
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:00) - Intro
(0:46) - I finally bought back into Brookfield Infrastructure
(3:20) - BIP business model & dividend
(5:24) - Sticky, long term contracts with high visibility on cash flows
(8:11) - Brookfield’s data segment will benefit from the AI boom
(12:23) - Triton
(14:34) - Why I am talking about this now
89 episodes
All episodes
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