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@stockthoughts81 Avatar @stockthoughts81 Uncovering Value

Uncovering Value posts on X about $bn, insurance, $bnt, $apo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX% mlb XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $bn #8, insurance #930, $bnt #13, $apo #11, $bam #8, retirement #1539, $cg #4, acquisition 7.14%, i am 7.14%, $kkr #2

Top accounts mentioned or mentioned by @arajbhandari @tschoenberg22 @sarahsholder @310value @rumipartners @pythiar @lewistowncap @capitolforum @leeeharris @joinyellowbrick @analogcap @tomsmith839 @evrgn11112231

Top assets mentioned Brookfield Corporation (BN) Bancor (BNT) Apollo Global Management, Inc. (APO) Brookfield Asset Management Inc (BAM) Carlyle Group, Inc. (CG) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) monday.com Ltd. Ordinary Shares (MNDY) Blue Owl Capital, Inc. (OWL) Burford Capital Limited (BUR) MURPHY USA INC. (MUSA)

Top Social Posts

Top posts by engagements in the last XX hours

"On $BN plan value/investor day After skimming the deck and transcript - Plan Value itself is fairly transparent and they do a good job at least illustrating how they arrive at their estimate. The hard part is understanding the assumptions inside each bucket especially real estate and the 15x BWS DE multiple and whether those really make sense. Unlisted asset marks seems almost impossible to diligence other than from a culture perspective. Whether BWS deserves that multiple or has some left tail risk is a similar question. The DE multiple slides translate todays Plan Value into 27x today's DE"
X Link 2025-11-19T13:13Z 10.3K followers, 1030 engagements

"$BN $BAM did this - from sept 2023 - end up being anything I cannot seem to find the report. UNITE HERE Releases Real Estate Runaround: How Brookfields Insurance Venture Offers Reward for Investors Risk for Retirees"
X Link 2025-12-01T02:58Z 10.3K followers, 1496 engagements

"@a_rajbhandari @Tschoenberg22 @sarahsholder Part X in the series - The Offshoring of Americas Retirement Savings Images below: 1) Reinsurance explained 2) $APO has highest portion of risk transferred to Bermuda and highest portion of that risk to its own entity"
X Link 2025-12-10T13:45Z 10.3K followers, XXX engagements

"Brookfield took American National + AEL from $5b annuity production a year to $25b"
X Link 2025-11-29T13:49Z 10.3K followers, XXX engagements

"Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY"
X Link 2025-11-19T15:52Z 10.3K followers, 1913 engagements

"I was playing around with a $BN model that basically reflected real estate marked down a lot and still showing decent upside. If you push the stress test further and zero the real estate fair value while still letting roughly 30b of property-level debt flow through and hit BN you flip the story to symmetrical downside. Given that the whole pitch is non-recourse ring-fenced leverage that feels like a pretty aggressive way to wire the downside case. I am only on day three with this so for now it is just a note-to-self on how much hinges on what you assume can actually migrate up to BN. But IDK"
X Link 2025-11-21T14:31Z 10.3K followers, 1425 engagements

"Reserve split (approx.): BWS ( $BN $BNT) is XX% Annuity/FA X% Life. Fortitude ( $CG) is XX% Annuity XX% Life. BWS's annuity concentration is driven by the AEL acquisition while Fortitude's large Life share reflects its AIG runoff roots"
X Link 2025-11-22T15:51Z 10.3K followers, XXX engagements

""One Way to Solve the Retirement Savings Gap: Increase Availability of Annuities in 401(k) Plans" - CEO of Brookfield Wealth Solutions $BN"
X Link 2025-11-26T02:07Z 10.3K followers, XXX engagements

"I wonder what the diligence process looks like for $BN when they are buying insurers for 1x book. Especially in terms of how granular they can get on the policy analysis sample and surveying techniques for doing that effectively etc"
X Link 2025-12-02T13:58Z 10.3K followers, 1559 engagements

"Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number 19801 NE domicile $BN $BNT"
X Link 2025-12-03T14:05Z 10.3K followers, 1680 engagements

"The Q3 2025 interim report shows $BN capitalizing $BNT mainly through in-kind transfers of Brookfield-ecosystem assets rather than cash. In June Brookfield contributed $XXX billion of BAM shares in exchange for Class C shares and a promissory note recorded in Due to related parties followed by a further $XXX million of contributed investments. The contractual $XXX billion equity commitment remains undrawn so recent balance-sheet growth is being driven by intercompany equity and debt. On the asset side these moves help push related-party investments from $XXXX billion at year-end 2024 to $18.3"
X Link 2025-12-05T14:15Z 10.3K followers, 1481 engagements

"Why are the alts up today Is it something someone said at GS $APO $KKR $OWL $BX $CG $BUR leading the way on my watchlist today"
X Link 2025-12-09T17:59Z 10.3K followers, 1642 engagements

"Any recommendations for someone just looking at $BAM $BN for the first time"
X Link 2025-11-18T02:49Z 10.3K followers, 4230 engagements

"Earlier this year $BN contributed $3.5b of $BAM shares to $BNT in exchange for 42m shares and a $1.8b promissory note. I thought this was interesting. is this kind of intercompany loan standard practice with $BN Not sure how to think about. In 2024 they also moved $1b $BAM shares to help fund the AEL acquisition. Doesn't appear this 2025 one was for anything specific just capital growth as Flatt looks to reinvest there"
X Link 2025-12-01T13:35Z 10.3K followers, 1032 engagements

"Turns out $MUSA CFO departed to take the role at $ARKO"
X Link 2025-12-01T15:58Z 10.3K followers, 1229 engagements

"Me finding NAIC's InsData: "Oh nice I can download each entity's quarterly filings for only a few bucks" The $BNT entities org chart (there are two more pages not shown here: I like how it just says "Bruce Flatt" at the top"
X Link 2025-12-04T14:00Z 10.3K followers, 1032 engagements

"Interesting interview with @a_rajbhandari and @Tschoenberg22 by @sarahsholder about the systemic risks arising from PE's post-GFC entry into insurance"
X Link 2025-12-09T14:03Z 10.3K followers, 3560 engagements

"Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO"
X Link 2025-12-10T13:13Z 10.3K followers, 1606 engagements

"Part X in the series is about PHL Variable Life a life insurer that is currently in Rehabilitation by the CT insurance regulator. @Capitol_Forum reported in the past about $BN having some similar structures (i.e. XOL agreement with a captive reinsurance company)"
X Link 2025-12-11T13:13Z 10.3K followers, XXX engagements

""New report from AM Best: Top XX insurers with the highest ratio of affiliated investments to capital & surplus are alternative asset manager backed." - @leee_harris on LinkedIn $APO $KKR $BX $BN $BX"
X Link 2025-12-11T16:45Z 10.3K followers, XXX engagements

"Can anyone here who follows Alimentation Couche-Tard explain what is going on for me $ATD How do you get to 3-5y out math that makes this look attractive -Mgmt hosting another investor day in feb but currently their $10b EBITDA target for '28 is still in play despite the sell-side being closer to $7b and about $XXXX of EPS. On a historical fwd p/e of 17x that would put the stock at $XXXXX in two years. XX% IRR. -Also - there was an M&A director interviewed by an expert network a couple years back - basically said a) there isnt as much M&A whitespace in the US as the 60%+ single store figure"
X Link 2025-12-11T19:52Z 10.3K followers, 1524 engagements