Just want to give a shout out to my man Bill Brewster Dude has been on fire picking winners from my idea pitches Spotted $ALX and told me “may get a recession, that 15 yr NNN lease w Bloomberg looks nice and protected. 9% divvy isn’t bad either” Stock is at $232 vs $195

Article number two on data centers in West Texas. $dbrg, $lb, $tpl

Met a young college kid for coffee yesterday. He asked me what was going to happen to America given the crazy political situation and spiralling debt. How could it possibly end well? I said, the thing about America is that from the beginning it was a shitshow. Puritanical

Why does Brookfield have so many entities? Why is it so complicated? Bruce Flatt explains it well here. A must-watch if you’ve been asking yourself these questions: $BN $BAM $BEP $BIP $BBU

Neither of Secure Waste's $1B in proceeds from '24 Q1 WCN divestment, nor the $183mm acq. spend from '25 Q1 are shown $235mm incremental cash earnings from $364mm in investments➡️65% returns L3Yr. 💪 $SES.TO trades for for 7.9x EV / NTM EBITDA

Broncho's 3rd article on data centers in the Permian. $tpl, $dbrg, $lb

Broncho's fourth and final post on Data Centers in the Permain. This one covers water. $lb, $tpl, $dbrg.

$KSI.TO $KSIOF is now >20% of my portfolio This is the most I've bought since May 2024 Thesis for Kneat below: Kneat is a high quality vertical SaaS company with $63.5M ARR, growing 40-50% YoY and with low cash burn (efficient gtm). At $500M CAD that means Kneat is 7.9x ARR

Brookfield Corp ( $BN ) is built for downside protection. 87% of the fee-bearing capital is locked in for 10+ years. No matter how markets move, Brookfield collects steady management fees. 90% of Brookfield Renewable Partners ( $BEP ) contracts are locked in with an average

The early figures from Amazon Prime Day suggest spending is down -10% to -15% from last year. I repeat. We are already in a recession.

Brookfield set to take over 20% stake in Sizewell C via Financial Times $bam, $bn on.ft.com/40JehGp

Seems bullish for $lb and $tpl.

Toyota paying a 100%+ premium to acquire a company to secure a supply of scrap metal gives assurance that Secure $ses.to is pursuing a good course in cornering the western Canadian scrap market. recyclingtoday.com/news/radius-me…

Cramer never fails to deliver. $dbrg

Lawrence Hamtil Doug Ott and Devin LaSarre provide the beginning of the untold story of Amphenol $APH They cover the founder Arthur J. Schmitt and the journey of the company from its beginning in 1932, through WWII, through multiple acquisitions, and several times being acquired

So it turns out Mojo has taken his talents to substack. He's one of the best moneymakers I know, and is always provocative, whether on twitter or in person. Long post here on investment process, but applicable to nearly any occupation. mojo3324106.substack.com/p/everyone-has…

If things are not going great for you right now, or perhaps they are bad, or even terrible, then read this, right now, and #stayinthegame. My sixth annual repost. albertbridgecapital.com/post/stay-in-t…

God I love Tucson dive bars.

No fan of tariffs, but EAF steel producers raising prices 35%+ should be really good for $ses.to’s scrap steel business.

Rocky beating Drago.