Brookfield Stock 3-for-2 Split: Is BN Stock a Buy After Earnings?

Today, I’m diving deep into one of the most complex and fascinating companies in Canada: Brookfield Corporation or BN Stock. Brookfield just released its Q2 2025 earnings report this morning, and I’m going to break down the key numbers and go over Bruce Flatt letter to shareholders. I’ll also briefly cover the new three-for-two stock split that Brookfield just announced, and I’m finally going to tackle a topic that's essential for any investor considering this stock: how to value a company like Brookfield. I’ll be using two different valuation method in this video, first I’ll use "sum-of-the-parts" method and then I’ll use my personal discounted future distributable earnings method to find the fair value of this stock.

#canadianinvesting #canadianstocks #stocks


---------------------------
Always remember that I’m not a financial advisor and all content on this channel is information of a general nature or my personal opinion, and does not address the circumstances of any particular individual or entity. As such, nothing in the channel constitutes professional and/or financial advice. There are always risks associated with investing in any asset, especially individual stocks. Always do your own research and evaluate the merits and risks associated with investing in each stock and each company.
Sign up links for the financial products that I personally use and trust (you and I both receive a reward/bonus for using these sign-up links):

WealthSimple for investing in (or trading) Canadian and US Stocks:
https://my.wealthsimple.com/app/publi...
Referral code: 5LMYCG

-------------------
https://yaraiq.com/

Be among the first to experience YaraIQ (Yara Intelligent Queries), our cutting-edge stock tracking and analysis software. Gain unparalleled insights into your portfolio, track legendary investors, dive deep into US & Canadian stocks fundamentals and valuations, and leverage Yara IQ Insights – your advanced AI assistant for intelligent tips and personalized portfolio reviews. Sign up now to secure your spot and claim your exclusive 20% discount for the first year!

-----
timestamp:

00:00 - Intro
01:23 - Earnings Report
04:36 - Stock split
06:07 - Bruce Flatt letter to shareholders
08:15 - Insurance Float Investing
10:17 - AI factories by BN
13:23 - Sum of the parts valuation
18:16 - Discounted future earnings valuation