Brookfield Corp(BN)Q2 Review: The Real AI investment
4 months ago
Beat the TSX (BTSX-20)
"BN (earnings update): Q2/25 DE $1.3B (+13% YoY), $97B TTM inflows (+13%), $563B fee-bearing capital (+10%). BWS buying Just Group (+30% insurance AUM). $55B assets monetized YTD, record $177B deployable capital. $1B share buybacks YTD. AI strategy: potential $200B 5-year buildout with 7 compute sites. Management sees $102 intrinsic value. 3:2 split announced. ROE 15%."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
Brookfield Corp(BN)Q2 Review: The Real AI investment
Source:
Beat the TSX (BTSX-20)
Published:
August 18, 2025
Idea Type:
Stock Idea