# ![@NewcomerInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1461423944842584072.png) @NewcomerInvest Newcomer Investor

Newcomer Investor's portfolio is heavily weighted towards Brookfield Corporation ($BN) and Abaxx Technologies ($ABXX), with the investor expressing confidence in both companies' growth potential. The investor has also been adding to positions in PayPal ($PYPL) and EQ Bank ($EQB), while reducing or exiting positions in other stocks. Franco-Nevada ($FNV) and Fairfax Financial ($FFH) are also among the investor's holdings, with the investor praising their long-term performance and growth prospects.

### Engagements: [------] [#](/creator/twitter::1461423944842584072/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:interactions.svg)

- [--] Week [------] -47%
- [--] Month [-------] +34%
- [--] Months [---------] +9.20%
- [--] Year [---------] -32%

### Mentions: [--] [#](/creator/twitter::1461423944842584072/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:posts_active.svg)

- [--] Week [---] -2.80%
- [--] Month [---] +32%
- [--] Months [---] -1.10%
- [--] Year [-----] -30%

### Followers: [-----] [#](/creator/twitter::1461423944842584072/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +1.10%
- [--] Months [-----] +9.30%
- [--] Year [-----] +25%

### CreatorRank: [-------] [#](/creator/twitter::1461423944842584072/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  47.13% [cryptocurrencies](/list/cryptocurrencies)  8.05% [technology brands](/list/technology-brands)  6.32% [countries](/list/countries)  3.45% [currencies](/list/currencies)  1.15% [travel destinations](/list/travel-destinations)  1.15% [fashion brands](/list/fashion-brands)  1.15% [musicians](/list/musicians)  0.57% [exchanges](/list/exchanges)  0.57%

**Social topic influence**
[$tri](/topic/$tri) #1, [$bn](/topic/$bn) #1, [dividend](/topic/dividend) #220, [thomson reuters](/topic/thomson-reuters) #3, [$bam](/topic/$bam) #3, [$fnv](/topic/$fnv) #779, [business](/topic/business) 9.77%, [$eqb](/topic/$eqb) #1, [franco nevada](/topic/franco-nevada) #2, [$ffh](/topic/$ffh) #1

**Top accounts mentioned or mentioned by**
[@thewiseic](/creator/undefined) [@drunkdividends](/creator/undefined) [@divgrojourney](/creator/undefined) [@qualityinvest5](/creator/undefined) [@settlingnomads](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@pronkdaniel](/creator/undefined) [@trendbullish](/creator/undefined) [@cdinewsletter](/creator/undefined) [@gvdinvestor](/creator/undefined) [@ajbutton2](/creator/undefined) [@shawnmacias](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@muzzlebuster](/creator/undefined) [@inthemoneypod](/creator/undefined) [@spike_1567](/creator/undefined) [@kairospraxis](/creator/undefined) [@shan_specter](/creator/undefined) [@romesblog](/creator/undefined)

**Top assets mentioned**
[Thomson Reuters Corporation (TRI)](/topic/$tri) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Equilibria Finance (EQB)](/topic/$eqb) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Uber Technologies, Inc. (UBER)](/topic/$uber) [S&P Global Inc (SPGI)](/topic/$spgi) [Mastercard, Inc. (MA)](/topic/$ma) [Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC)](/topic/$bepc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@youngmillenial2 Good move for $MRU i love Rexall"  
[X Link](https://x.com/NewcomerInvest/status/1721200766445105309)  2023-11-05T16:20Z [----] followers, [---] engagements


"On Price vs Value. Q4 [----]. One of the biggest lessons that Ive taken not just for Brookfield but all my holdings: We encourage you to focus on Value and not get distracted by Price"  
[X Link](https://x.com/NewcomerInvest/status/1850553952661569987)  2024-10-27T15:03Z [----] followers, [----] engagements


"JUNE [--] $DRM.TO - SELL (EXIT POSITION) $19.84 $ENGH - BUY (ADD TO POSITION) $23.22 Made a 10% gain on my very short-lived position in Dream Unlimited - pity I didnt have a larger position Reinvested all of it into Enghouse. Will continue holding on to my core positions for the long term but will also make occasional trades like this if the opportunity is warranted. In the case of Enghouse I seriously doubt it will stay at the $23-$24 level for long so this also presents a trade opportunity here. https://twitter.com/i/web/status/1932082340139843809"  
[X Link](https://x.com/NewcomerInvest/status/1932082340139843809)  2025-06-09T14:28Z [----] followers, [----] engagements


"BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $59.48 USD Price Target: $81 USD 🤯 Fairfax Financial $FFH $FRFHF Current Price: [-------] USD Price Target: $2050 USD 😄 Do you hold these stocks"  
[X Link](https://x.com/anyuser/status/1935472874242064554)  2025-06-18T23:01Z [----] followers, [----] engagements


"NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to 38% of the business. Isagen owns largest hydro facility and produces 20% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen: https://twitter.com/i/web/status/1946385742961291714 https://twitter.com/i/web/status/1946385742961291714"  
[X Link](https://x.com/anyuser/status/1946385742961291714)  2025-07-19T01:44Z [----] followers, 22.3K engagements


"@vicky_evol I am an Enghouse bagholder too. 😤"  
[X Link](https://x.com/NewcomerInvest/status/1974822769180160043)  2025-10-05T13:03Z [----] followers, [---] engagements


"@QualityInvest5 Agreed with you Another co thats very good at taking on debt for acquisitions and then paying it off fairly quickly is Couche-Tard $ATD"  
[X Link](https://x.com/NewcomerInvest/status/1981172218441650282)  2025-10-23T01:33Z [----] followers, [---] engagements


"Brookfield Asset Management continues to deliver. $BAM"  
[X Link](https://x.com/anyuser/status/1986880817310711880)  2025-11-07T19:37Z [----] followers, 14.3K engagements


"Abaxx Technologies $ABXX went from my 10th to 2nd largest holding this year 🤯 Hitting milestone after milestone. Fantastic execution. It may actually get to #1 ahead of Brookfield Corp $BN in the coming weeks or months. Incredible"  
[X Link](https://x.com/NewcomerInvest/status/1993493564316434529)  2025-11-26T01:34Z [----] followers, [----] engagements


"Lots to like with $EQB s PC Financial deal but this is the biggest piece for me. These are [--] different businesses with complementary revenue streams. EQ wanted to increase their share of non-interest revenue and PC brings that via interchange and card-related fees"  
[X Link](https://x.com/NewcomerInvest/status/1996784457244987754)  2025-12-05T03:31Z [----] followers, [----] engagements


"Breaking news: Fairfax Financial FINALLY gets added to the TSX [--] Congrats to all Fairfax shareholders 🥂 $FFH $FRFHF"  
[X Link](https://x.com/NewcomerInvest/status/1997069372188512281)  2025-12-05T22:23Z [----] followers, [----] engagements


"A couple of lessons here- The two top companies this year $ABXX $KITS are ones Ive held for [--] and [--] years respectively and up until this year the stock returns werent spectacular. And yet over the holding period they have outperformed the market. I continue to believe that investing is best looked at in [--] to [--] year increments rather than on a year to year basis. If you buy a company and you see them clearly creating value in the marketplace then dont worry about the stock price if it doesnt do too well in the short term. I am applying a similar mindset with my investment in Alimentation"  
[X Link](https://x.com/NewcomerInvest/status/2000215587851567358)  2025-12-14T14:45Z [----] followers, [----] engagements


"What is an EXCELLENT business trading at a fair price today Right now I am quite interested in $UBER and $X.TO. Any good companies on your radar"  
[X Link](https://x.com/NewcomerInvest/status/2006300074528440552)  2025-12-31T09:43Z [----] followers, [----] engagements


"@QualityInvest5 $KITS for me every single day MY EXPERIENCE I thought it was too good to be true so I made an account. Shortly after they ran a promotion and emailed me a code: get your first pair free (Pay only shipping.) For $8 I got a high quality pair - perfect fit they got the prescription right everything https://t.co/SSbYjB7eiH MY EXPERIENCE I thought it was too good to be true so I made an account. Shortly after they ran a promotion and emailed me a code: get your first pair free (Pay only shipping.) For $8 I got a high quality pair - perfect fit they got the prescription right"  
[X Link](https://x.com/NewcomerInvest/status/2008460170704171457)  2026-01-06T08:46Z [----] followers, [---] engagements


"Another thread on why I love Fairfax @DrunkDividends @LazaroInvestor @PronkDaniel @SettlingNomads @AJButton2 @DividendDynasty @Mrsthtoadd @BrownMarubozu @Mindset4Money_X @thewealthtrap"  
[X Link](https://x.com/NewcomerInvest/status/2008496998576717986)  2026-01-06T11:12Z [----] followers, [---] engagements


"$KITS Q4/FY2025 results: Another transformative year for North Americas fastest-growing eyecare company. Also very pleased to see yet another quarter with results exactly matching management guidance (they predicted $5254M Q4 revenue; actual $53.9M). Congratulations $KITS"  
[X Link](https://x.com/NewcomerInvest/status/2008887615026798759)  2026-01-07T13:05Z [----] followers, [----] engagements


"@BourbonCap $KITS"  
[X Link](https://x.com/NewcomerInvest/status/2009029963932979231)  2026-01-07T22:30Z [----] followers, [---] engagements


"Date: Jan [--] Stock: $KITS.TO Action: Sell (Partial Position) Price: C$19.61 Rationale: same as above - raising some cash. Very happy to sell part of my position at all time highs booking a more than 100% return I sold 6% of my position"  
[X Link](https://x.com/NewcomerInvest/status/2009669162331935055)  2026-01-09T16:50Z [----] followers, [---] engagements


"Date: Jan [--] Stock: $CNR.TO Action: Sell (Partial Position) Price: C$137.52 Rationale: Same as above. Still a core hold but I believe I can reinvest the proceeds into more accretive opportunities. I sold 16% of my position"  
[X Link](https://x.com/NewcomerInvest/status/2009673615013490838)  2026-01-09T17:08Z [----] followers, [---] engagements


"We are at best custodians for the next [--] years. So run this airport with the responsibility of custodianship rather than the privilege of ownership. Prem Watsa to Mgmt team of Bangalore Airport - one of Fairfax/Fairfax Indias top holdings $FFH $FIH remarkable guy 🙌🏽"  
[X Link](https://x.com/NewcomerInvest/status/2010318783572017350)  2026-01-11T11:52Z [----] followers, [----] engagements


"The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2010519956819955876)  2026-01-12T01:11Z [----] followers, [----] engagements


"BREAKING NEWS: $KITS appoints Angela MacInnis as their new Chief Marketing Officer. Her task will be to scale the Kits brand as they keep building on their momentum. Very impressed by her experience - decades of experience in senior leadership most recently as Senior VP of Marketing at Best Buy. This is an exciting time - were seeing Kits literally transition from a fresh startup to becoming a household brand in real-time. The next 3-5 years will be pivotal. Super bullish news $KITS https://twitter.com/i/web/status/2010710692312006900 https://twitter.com/i/web/status/2010710692312006900"  
[X Link](https://x.com/NewcomerInvest/status/2010710692312006900)  2026-01-12T13:49Z [----] followers, [----] engagements


"Started a position today 🙌🏽 $TRI almost at its lowest valuation in [--] years"  
[X Link](https://x.com/NewcomerInvest/status/2010871190391320806)  2026-01-13T00:27Z [----] followers, [----] engagements


"If youre not familiar with these companies My Fairfax Financial $FFH thread: Fairfax $FFH is one of North Americas best kept secrets. Its been one of the best performing stocks since its IPO in [----]. And its STILL SUPER CHEAP Read this thread to understand why we call it Canadas Berkshire $BRK.B 🧵 https://t.co/DMui2SoBHB Fairfax $FFH is one of North Americas best kept secrets. Its been one of the best performing stocks since its IPO in [----]. And its STILL SUPER CHEAP Read this thread to understand why we call it Canadas Berkshire $BRK.B 🧵 https://t.co/DMui2SoBHB"  
[X Link](https://x.com/NewcomerInvest/status/2011798661521424590)  2026-01-15T13:52Z [----] followers, [----] engagements


"My Franco Nevada thread: Franco Nevada $FNV is the BEST stock youve never heard of Heres why Ive made it one of my LARGEST holdings (a thread 🧵) https://t.co/nCOvSuA5lo Franco Nevada $FNV is the BEST stock youve never heard of Heres why Ive made it one of my LARGEST holdings (a thread 🧵) https://t.co/nCOvSuA5lo"  
[X Link](https://x.com/NewcomerInvest/status/2011798770514579824)  2026-01-15T13:52Z [----] followers, [----] engagements


"If $CSU actually goes BELOW C$1500 (a price we havent seen in [--] years) its highly likely i would liquidate several of my other positions and load up on this name. Lets see what happens"  
[X Link](https://x.com/NewcomerInvest/status/2012678095896019409)  2026-01-18T00:07Z [----] followers, [----] engagements


"Thomson Reuters now is looking really great. 🙌🏽🙌🏽🙌🏽🙌🏽 $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2013405202926190792)  2026-01-20T00:16Z [----] followers, [----] engagements


"Date: Jan [--] Stock: Thomson Reuters $TRI.TO Action: Buy (ADD TO POSITION) Price: C$164.16 Rationale: DCA on an incredible business. Will continue building up this position 🙌🏽"  
[X Link](https://x.com/NewcomerInvest/status/2014019398617485710)  2026-01-21T16:56Z [----] followers, [---] engagements


"Date: Jan [--] Stock 1: Disney $DIS.TO Action: Sell (EXIT POSITION) Price: C$12.61 Rationale: Like the company but sold to reallocate to a better opportunity. Stock 2: Constellation Software $CSU.TO Action: Buy (ADD TO POSITION) Price: C$2782.05 Rationale: I think it will turn out to be an excellent 10y investment from here https://twitter.com/i/web/status/2014717773629255896 https://twitter.com/i/web/status/2014717773629255896"  
[X Link](https://x.com/NewcomerInvest/status/2014717773629255896)  2026-01-23T15:12Z [----] followers, [---] engagements


"Your best returns come from buying at low prices Im thrilled to have finally purchased some $CSU over the last few days. At C$2900 average price I dont know (nor care) about what itll trade at in the next 6M or 1Y. But I feel great about the next [--] to 10Y"  
[X Link](https://x.com/NewcomerInvest/status/2014763748083351576)  2026-01-23T18:14Z [----] followers, 10.5K engagements


"I have caught a bunch too The most important here I think is being mindful of position sizing My two largest falling knife bets were $BN and $FNV (both large positions because my conviction was highest) and thankfully these worked out Some of my lower conviction bets didnt pan out well at all $ENGH 😬😬😬 but thankfully small positions size. I started with $TRI very small and $CSU now a bit bigger but still not too much in the context of the whole portfolio https://twitter.com/i/web/status/2014765836532060510 https://twitter.com/i/web/status/2014765836532060510"  
[X Link](https://x.com/NewcomerInvest/status/2014765836532060510)  2026-01-23T18:23Z [----] followers, [---] engagements


"What are companies around $1B MC or less that you believe can realistically compound for a LONG time I have $ABXX and $KITS which I both consider in this category. Looking to do some DD on more opportunities 🤔"  
[X Link](https://x.com/NewcomerInvest/status/2015098898109313195)  2026-01-24T16:26Z [----] followers, [----] engagements


"Speaking of opportunities companies on my radar right now- Thomson Reuters $TRI. Started a position recently. Im of the firm belief that theyll still be around [--] years from now and more profitable than ever before"  
[X Link](https://x.com/NewcomerInvest/status/2015165119836143966)  2026-01-24T20:49Z [----] followers, [----] engagements


"Same goes with Constellation Software. Will AI hurt them Debatable. I think weve got a great chance to buy Canadas best serial acquirer at a reasonable price now. $CSU"  
[X Link](https://x.com/NewcomerInvest/status/2015165298677031012)  2026-01-24T20:50Z [----] followers, [----] engagements


"@TheWiseIC $BN 💪🏽 the hidden tech stock"  
[X Link](https://x.com/NewcomerInvest/status/2015932014122185022)  2026-01-26T23:37Z [----] followers, [---] engagements


"@TheWiseIC 3.5% yield isnt very high BUT huge dividend grower - will increase double digit at least for the next 2-3 years Great buy at current price"  
[X Link](https://x.com/NewcomerInvest/status/2016912588756402522)  2026-01-29T16:33Z [----] followers, [---] engagements


"Outlook for [----] is 🥲 though they may also just be more conservative as they indicated they would do in the prior earnings call. Guiding for flat RTM growth and for EPS to slightly exceed that. 3% dividend increase (their lowest ever) and renewed buyback program"  
[X Link](https://x.com/NewcomerInvest/status/2017226365070622900)  2026-01-30T13:20Z [----] followers, [----] engagements


"@TheWiseIC @WideMoatCzar 😨"  
[X Link](https://x.com/NewcomerInvest/status/2017276901392355423)  2026-01-30T16:41Z [----] followers, [--] engagements


"@TheWiseIC havent sold any $BN in my [--] years of holding"  
[X Link](https://x.com/NewcomerInvest/status/2017286954505609263)  2026-01-30T17:21Z [----] followers, [---] engagements


"The market fluctuates everyday and with that so do the numbers in my pie chart each time i post it. I put a date in the title so you can compare each time. $BN had a high of 14% i think Then dipped down to [--]. Now going back up. Each positions relative % depends on performance of all the others https://twitter.com/i/web/status/2017288222095692250 https://twitter.com/i/web/status/2017288222095692250"  
[X Link](https://x.com/NewcomerInvest/status/2017288222095692250)  2026-01-30T17:26Z [----] followers, [---] engagements


"@Mindset4Money_X love your portfolio $CSU $BN 💪🏽💪🏽"  
[X Link](https://x.com/NewcomerInvest/status/2017402324235301232)  2026-01-31T00:59Z [----] followers, [---] engagements


"Via excellent business savvy + support from the American Bar Association West aggressively marketed this system. Lawyers courts schools and publishers adopted it widely. It spread and became the standard for finding similar cases across US states"  
[X Link](https://x.com/NewcomerInvest/status/2018056790374543549)  2026-02-01T20:20Z [----] followers, [---] engagements


"The system is proprietary to Thomson Reuters (copyrighted and trademarked). Competitors can't copy it Its a classic 20th-century network effect and first-mover advantage. By [----] as Westlaw went digital the taxonomy was embedded everywhere"  
[X Link](https://x.com/NewcomerInvest/status/2018057131321176110)  2026-02-01T20:21Z [----] followers, [---] engagements


"i would place $AXP last because from what I understand its a little less globally diversified than the other two. I view the others as interchangeable(ish) though there are lots of factors here and there that Im not aware of that Im sure would make one preferable over the other. https://twitter.com/i/web/status/2018069287932502218 https://twitter.com/i/web/status/2018069287932502218"  
[X Link](https://x.com/NewcomerInvest/status/2018069287932502218)  2026-02-01T21:09Z [----] followers, [---] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$150.49 Rationale: DCA throughout the year as planned"  
[X Link](https://x.com/NewcomerInvest/status/2018345288922972287)  2026-02-02T15:26Z [----] followers, [---] engagements


"Moments like today are great reminders: Holding some cash is never a bad thing (shoutout @TheWiseIC)  Concentrated portfolios can work great in a bull run but can be dangerous in market downturns. ETFs are awesome. I still have high hopes to make $XEQT my largest position one day Equally important is position sizing: if a stock is higher risk the position size should reflect that and be small. Buying falling knives can only work if you are prepared to hold and DCA over a multiyear period. If you're focused on the next quarter or two beware And ultimately: among the chaos great opportunities"  
[X Link](https://x.com/NewcomerInvest/status/2018739510495109120)  2026-02-03T17:33Z [----] followers, [----] engagements


"$BAM Breaking records 15% dividend increase slightly above what I expected to $0.5025c An EXCELLENT quarter Congratulations to shareholders. 🥂"  
[X Link](https://x.com/NewcomerInvest/status/2019015743224864925)  2026-02-04T11:50Z [----] followers, [----] engagements


"On a last twelve months basis: Fee-Related Earnings up a whopping 22%"  
[X Link](https://x.com/NewcomerInvest/status/2019025181491265848)  2026-02-04T12:28Z [----] followers, [---] engagements


"FRE margin broke into the 60s in Q4. Outstanding. $BAM Ive always said this business model is INCREDIBLE and super cash-generative"  
[X Link](https://x.com/NewcomerInvest/status/2019025511943741522)  2026-02-04T12:29Z [----] followers, [---] engagements


"The majority of $BAM earnings right now are fee-related so as long as their fundraising efforts remain stellar FRE will increase. Much of what drives this strong fundraising is their excellent business performance track record and brand. Its a flywheel $BAM"  
[X Link](https://x.com/NewcomerInvest/status/2019026129483387384)  2026-02-04T12:31Z [----] followers, [---] engagements


"Brookfield continues on their already public succession plans and Bruce moves on to being Chair of $BAM. Connor is awesome and ready to carry the torch. Bruce will stay involved the same way Jack Cockwell (Bruces mentor and previous CEO) has stayed involved for decades"  
[X Link](https://x.com/NewcomerInvest/status/2019027033309782057)  2026-02-04T12:35Z [----] followers, [---] engagements


"excited to tune into the earnings call later and gather more insights. But from a first look $BAM did not disappoint. So happy to be both a direct owner (with my spinoff shares which I still hold) and a large indirect owner with $BN as my largest position 👑"  
[X Link](https://x.com/NewcomerInvest/status/2019027348537086071)  2026-02-04T12:36Z [----] followers, [---] engagements


"@DivGrojourney @TheWiseIC @shawnmacias_ $BN realistically could look to buying one of PayPals exciting pieces like Venmo Would be an excellent addition to their financial infrastructure funds alongside companies like Network Intl & Magnati @TimHortons Of course cant have a thread without a Brookfield mention 😁 Was excited to see lots of payment machines from Magnati and Network International in restaurants and retail shops etc. these are the Middle Easts leading payment processing companies. Over the last few years https://t.co/Y5ZAU2A7Th @TimHortons Of course cant have a thread without a"  
[X Link](https://x.com/NewcomerInvest/status/2019174047154860292)  2026-02-04T22:19Z [----] followers, [---] engagements


"Lets also remember $BN isnt afraid to purchase businesses that are struggling and turning them around- One of those most recent successes was Westinghouse which few remember was an absolute disaster $BN bought them out if bankruptcy in [----] and the rest is history. Theyve made many multiples on that investment and the business is now doing great https://twitter.com/i/web/status/2019180417203519910 https://twitter.com/i/web/status/2019180417203519910"  
[X Link](https://x.com/NewcomerInvest/status/2019180417203519910)  2026-02-04T22:45Z [----] followers, [--] engagements


"@21failbot Thats true $BAM did change the legal HQ from Toronto to their NYC though they didnt change or move the people"  
[X Link](https://x.com/NewcomerInvest/status/2019232647025946835)  2026-02-05T02:12Z [----] followers, [---] engagements


"@QualityInvest5 hes the best And prem is even more of a goat and beat $BN s track record but unfortunately is less known Their LONG-TERM track record has been absolutely phenomenal. Who would have thought an insurance and investment company would be part of such an elite group of companies https://t.co/Ab6BxGAtHo Their LONG-TERM track record has been absolutely phenomenal. Who would have thought an insurance and investment company would be part of such an elite group of companies https://t.co/Ab6BxGAtHo"  
[X Link](https://x.com/NewcomerInvest/status/2019602819376914883)  2026-02-06T02:43Z [----] followers, [---] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$120.54 Rationale: DCA as planned - great company at a great price"  
[X Link](https://x.com/NewcomerInvest/status/2019801263655862303)  2026-02-06T15:52Z [----] followers, [---] engagements


"THE NUMBERS: Organic Revenue Growth: +7% Company Total Big 3: +11% Tax Audit & Accounting +9% Corporates +8% Legal The Big [--] above comprise over 80% of Thomsons total revenues and all continuing to grow well. Performance from the smaller segments was more modest with Reuters +1% & Global Print -5% Organic Growth as expected. Company met or exceeded their guidance on major KPIs including Total Revenue Organic Revenue FCF Adj EBITDA Margin. https://twitter.com/i/web/status/2019811190927425783 https://twitter.com/i/web/status/2019811190927425783"  
[X Link](https://x.com/NewcomerInvest/status/2019811190927425783)  2026-02-06T16:31Z [----] followers, [---] engagements


"RETURNING CASH TO SHAREHOLDERS -Company hiked dividend by 10%; 33rd consecutive annual dividend increase and fifth consecutive 10% increase. This is close to a a 3% dividend yield their highest in a long time -Completed $1B buyback program in [----]. -For [----] theyre indicating a goal of returning 75% of FCF to shareholders via dividend and buyback. I suspect they will dial that % up to accelerate their buybacks mgmt believes current price is very attractive. https://twitter.com/i/web/status/2019811367922860182 https://twitter.com/i/web/status/2019811367922860182"  
[X Link](https://x.com/NewcomerInvest/status/2019811367922860182)  2026-02-06T16:32Z [----] followers, [---] engagements


"FISCAL CAPACITY -Balance sheet is rock solid. Low leverage (0.6x net debt to EBITDA below their target). Plenty of cash and credit capacity for flexibility. Free cash flow came in at $1.95B for the year up high single digit. -Their Capital Capacity should grow to $11B by [----] and is expected to provide significant organic and inorganic growth opportunities and they are continuing to assess acquisition candidates. This is an important point. They deployed $850M this year on acquisitions including Safesend Additive Timebase and Imgn. And they will have almost 13x that amount available to deploy"  
[X Link](https://x.com/NewcomerInvest/status/2019812112252436620)  2026-02-06T16:35Z [----] followers, [---] engagements


"ARTIFICIAL INTELLIGENCE Mgmt is optimistic. They are seeing real benefits from AI investments. GenAI products are gaining traction fast in their core markets. They view AI as a tool to strengthen their moat rather than a major threat right now. On that subject Legal segment growth excluding cancelled US govt contracts (not AI related.) is ACCELERATING due to strong embrace of their AI products especially from the private sector. They see this momentum continuing in [----]. https://twitter.com/i/web/status/2019812643213541649 https://twitter.com/i/web/status/2019812643213541649"  
[X Link](https://x.com/NewcomerInvest/status/2019812643213541649)  2026-02-06T16:37Z [----] followers, [---] engagements


"@TheWiseIC They talk a lot about all these topics - would highly recommend listening to the full earnings call"  
[X Link](https://x.com/NewcomerInvest/status/2019873984230371632)  2026-02-06T20:40Z [----] followers, [--] engagements


"@QualityInvest5 i would just hold on to it and let it compound"  
[X Link](https://x.com/NewcomerInvest/status/2020126411864900088)  2026-02-07T13:24Z [----] followers, [---] engagements


"$ATD Couche-Tard compounder: from [--] Qubec store to global c-store leader serving millions daily. - Thousands of stores in 25+ countries - #1 brand in #2 in strong in - Growing food/merch sales - Active M&A buybacks rising dividend & large growth runway"  
[X Link](https://x.com/NewcomerInvest/status/2020237420047048821)  2026-02-07T20:45Z [----] followers, [---] engagements


"$AW A&W Widely regarded as one of Canadas most iconic fast food brands. Cooking great burgers since [----]. 1000+ restaurants open and growing. - #2 largest QSR burger brand - consistently growing same store sales - their root beer is pretty awesome - 5%+ dividend"  
[X Link](https://x.com/NewcomerInvest/status/2020258400886526008)  2026-02-07T22:08Z [----] followers, [---] engagements


"Fairfax already has a great track record in financial services in India. See thread. New highs for Indias CSB Bank . Biggest shareholder Canadas Fairfax $FFH $FIH. Trusting Prem Watsa is a cheat code to owning great emerging market businesses. 🙌🏽 https://t.co/rQN4L60yqV New highs for Indias CSB Bank . Biggest shareholder Canadas Fairfax $FFH $FIH. Trusting Prem Watsa is a cheat code to owning great emerging market businesses. 🙌🏽 https://t.co/rQN4L60yqV"  
[X Link](https://x.com/NewcomerInvest/status/2020264636759888043)  2026-02-07T22:33Z [----] followers, [---] engagements


"$RY Royal Bank of Canada Serving customers since [----]. s largest company by market cap. - $1T+ in AUM - active in dozens of countries millions of customers - one of the worlds highest quality banks - uninterrupted dividend streak for 150+ years (currently 2.8% yield)"  
[X Link](https://x.com/NewcomerInvest/status/2020267800334586182)  2026-02-07T22:45Z [----] followers, [---] engagements


"RT @TacticzH: Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today"  
[X Link](https://x.com/NewcomerInvest/status/2020504658230575250)  2026-02-08T14:27Z [----] followers, [--] engagements


"IF YOU ARE A LONG-TERM INVESTOR and can withstand volatility then beware of narratives Instead recognize them for what they generally are (short-term panic) and use them to your advantage by buying great companies at a discount. There are many examples of short-term narratives over the last few years that ended up having drastically different outcomes: $BN Brookfield Corp [----] Narrative: They own an office portfolio. They have a lot of debt. The whole company will implode. Outcome: Offices are just one component of a VERY large portfolio of real assets. The company is thriving and has never"  
[X Link](https://x.com/NewcomerInvest/status/2020559281888612786)  2026-02-08T18:04Z [----] followers, [----] engagements


"A passage from a Bruce Flatt letter in the pandemic illustrates this. As a long-term investor my criteria in assessing a business is Value creation rather than their short-term Price movements On Price vs Value. Q4 [----]. One of the biggest lessons that Ive taken not just for Brookfield but all my holdings: We encourage you to focus on Value and not get distracted by Price. https://t.co/BtuIUMyKMz On Price vs Value. Q4 [----]. One of the biggest lessons that Ive taken not just for Brookfield but all my holdings: We encourage you to focus on Value and not get distracted by Price."  
[X Link](https://x.com/NewcomerInvest/status/2020560385556791632)  2026-02-08T18:08Z [----] followers, [----] engagements


"Curious what other narratives you may have all observed over your years of investing @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor"  
[X Link](https://x.com/NewcomerInvest/status/2020561253920280661)  2026-02-08T18:11Z [----] followers, [---] engagements


"@Ashton_1nvests $SPGI"  
[X Link](https://x.com/NewcomerInvest/status/2020580470216671666)  2026-02-08T19:28Z [----] followers, [---] engagements


"@Muzzlebuster @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor I remember and me too $EQB up 100%+ since that dip"  
[X Link](https://x.com/NewcomerInvest/status/2020605137438585165)  2026-02-08T21:06Z [----] followers, [--] engagements


"@TheWiseIC @DivGrojourney @trend_bullish $AQN has sold off its renewable portfolio its now a pure play utility like Fortis Emera etc. New management has been terrific and theyve made great improvements in the last year"  
[X Link](https://x.com/NewcomerInvest/status/2020704291703709746)  2026-02-09T03:40Z [----] followers, [---] engagements


"@DivGrojourney @trend_bullish Completely agree think we saw the bottom in Jan [----] and itll now just be a slow and steady climb"  
[X Link](https://x.com/NewcomerInvest/status/2020704609975886146)  2026-02-09T03:41Z [----] followers, [---] engagements


"@TheWiseIC @DivGrojourney @trend_bullish The proceeds from The renewable portfolio sale has been (and continues to be) used to pay down what previously was that huge debt. balance sheet is stronger now. Turnaround is underway. Its like a whole new company now 😄"  
[X Link](https://x.com/NewcomerInvest/status/2020707059130626422)  2026-02-09T03:51Z [----] followers, [--] engagements


"@TheWiseIC I dont listen to Bad Bunny but I really enjoyed it Was pleasantly surprised actually Loved the message of continental unity. Overall all super positive and I think its very needed these days"  
[X Link](https://x.com/NewcomerInvest/status/2020979201277558991)  2026-02-09T21:52Z [----] followers, [---] engagements


"Couche-Tard showing signs of life today $ATD New long term strategy looking good☀ 🥤 ⛽ ⚡"  
[X Link](https://x.com/NewcomerInvest/status/2021731992346181981)  2026-02-11T23:44Z [----] followers, [----] engagements


"@growthrapidly $PYPL 👎🏽👎🏽👎🏽"  
[X Link](https://x.com/NewcomerInvest/status/2022114908259922163)  2026-02-13T01:05Z [----] followers, [---] engagements


"Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2018055983725965542)  2026-02-01T20:16Z [----] followers, 11.5K engagements


"First we need to understand the history: 1872: John B. West starts West Publishing a small book business in Minnesota selling legal books to lawyers. As court cases exploded lawyers spent ENDLESS hours searching for similar precedents"  
[X Link](https://x.com/NewcomerInvest/status/2018056184582803467)  2026-02-01T20:17Z [----] followers, [---] engagements


"How do we measure value creation What are their main KPIs This page explains in full"  
[X Link](https://x.com/NewcomerInvest/status/2022811917287329932)  2026-02-14T23:15Z [----] followers, [---] engagements


"How did numbers look in [----] At a high-level: Distributable Earnings BEFORE REALIZATIONS (DEBR) are up double digit (see blue highlight) while Total DE is down (see orange). DEBR is the single most important metric because it only includes the stable reliable cash flows that $BN receives from all its subsidiaries. Total DE on the other hand includes DEBR + realized gains from asset sales - these sales are a meaningful portion of $BN s business model but theyll be lumpy over time pending market conditions. Id expect that number to grow most years but not always. This year was not the case. On"  
[X Link](https://x.com/NewcomerInvest/status/2022812139887403284)  2026-02-14T23:16Z [----] followers, [---] engagements


"$BN Best company in Canada [--] years owning this name and many more years to go 17% dividend increase 🥂 congratulations to all shareholders"  
[X Link](https://x.com/NewcomerInvest/status/2022113961953702363)  2026-02-13T01:01Z [----] followers, [----] engagements


"Next is Carried Interest which is profit Brookfield earns when their funds are successful. This is extra $$$ they get in addition to the recurring FREs. Carry continues to grow every year"  
[X Link](https://x.com/NewcomerInvest/status/2022813787779223786)  2026-02-14T23:22Z [----] followers, [---] engagements


"Wow. $BN $BAM insiders bought $100 million worth of shares since the spinoff 😳"  
[X Link](https://x.com/NewcomerInvest/status/1656836639904202752)  2023-05-12T01:40Z [----] followers, 50.3K engagements


"Ive held Brookfield Corp $BN for nearly [----] days Total return compounded at 17% annually in that time period Outstanding business. ❤"  
[X Link](https://x.com/NewcomerInvest/status/1945629160564822066)  2025-07-16T23:38Z [----] followers, 15.6K engagements


"Bodes extremely well for Franco Nevada 😊 glad I havent taken any profits yet. Theres still room to go up. $FNV Silver is up: 9% today 19% past [--] days 47% over the past month 113% over the past six months 170% year-to-date Seriously WTF is going on $SLV Silver is up: 9% today 19% past [--] days 47% over the past month 113% over the past six months 170% year-to-date Seriously WTF is going on $SLV"  
[X Link](https://x.com/NewcomerInvest/status/2005209818219560972)  2025-12-28T09:30Z [----] followers, [----] engagements


"New highs for Indias CSB Bank . Biggest shareholder Canadas Fairfax $FFH $FIH. Trusting Prem Watsa is a cheat code to owning great emerging market businesses. 🙌🏽"  
[X Link](https://x.com/NewcomerInvest/status/2008484046079512972)  2026-01-06T10:21Z [----] followers, [----] engagements


"Franco Nevada new all time highs more than double since starting a position $147 The gold investment that works I am still not selling. Despite the rich valuation I believe there is still upside. $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2009404118272704705)  2026-01-08T23:17Z [----] followers, [----] engagements


"Date: Jan [--] Stock: $ATD.TO Action: Sell (Partial Position) Price: C$75.22 Rationale: I am looking to raise cash in preparation of starting a new position. Position size in $ATD was large such that I am happy taking some profits while staying invested. I have sold about 1/3 of my position. https://twitter.com/i/web/status/2009647464077242792 https://twitter.com/i/web/status/2009647464077242792"  
[X Link](https://x.com/NewcomerInvest/status/2009647464077242792)  2026-01-09T15:24Z [----] followers, [---] engagements


"Portfolio as of today. Top [--] are almost 3/4 of the portfolio. 👑  Brookfield Corporation $BN 13.7% of portfolio 🏆  %: Abaxx Technologies $ABXX +349% 👺  % Algonquin Power $AQN -52% (note: doesnt include dividends received.) 🗓  S&P [---] ETF $VFV January [----] 🎉  Constellation Software $CSU January [----] As stated previously it is incredibly rare for the market to deliver great returns so many years in a row. I expect and am prepared for [----] to deliver us a market correction. I plan to remain invested throughout and simply DCA into the best opportunities I can see. In terms of focus were in it"  
[X Link](https://x.com/NewcomerInvest/status/2015158729285538117)  2026-01-24T20:24Z [----] followers, [----] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$118.38 Rationale: DCA throughout the year as planned"  
[X Link](https://x.com/NewcomerInvest/status/2018736955748475260)  2026-02-03T17:22Z [----] followers, [---] engagements


"@DivGrojourney @TheWiseIC @trend_bullish Yeah $AQN at peak crisis would have actually been a really attractive $BAM / $BEP buy"  
[X Link](https://x.com/NewcomerInvest/status/2020707263963684990)  2026-02-09T03:52Z [----] followers, [--] engagements


"Brookfield explained by their CEO Bruce Flatt Scroll down for timestamps Couple of good quotes: On Investing in Alternative Assets: the easiest way to make money is to buy a great asset that was misfinanced On the Energy Transition: the push isnt happening from government the pull is coming from corporates On the evolving backbone of the global economy 50% of what we own today was not an investable asset class [--] years ago. If you enjoy this please consider RT for other Brookfield shareholders and consider following me at @NewcomerInvest for regular content 0:00 Interest rates the economy and"  
[X Link](https://x.com/NewcomerInvest/status/1851683414413349360)  2024-10-30T17:51Z [----] followers, 64.3K engagements


"$EQB ends a difficult FY [----]. Compared to 2024: Adjusted EPS: $11.03 to $8.90  19.3% Adjusted ROE: 15% to 11.3%  24.6% Book Value per Share: $77.51 to $81.31  4.9% EQ Bank Customers: [------] to [------]  18.3% Dividend declared: $0.49 to $0.57  16%"  
[X Link](https://x.com/NewcomerInvest/status/1996378384637841449)  2025-12-04T00:37Z [----] followers, [----] engagements


"Now looking at $EQB stocks difficult year - how much lower can it go Historically it has been an excellent buy when getting to 0.8x BV and below. My largest tranche of buying was 2022-2023 around that .8x valuation (around 55-60$ per share). Its also been a decent rule of thumb to buy Canadian banks at 52w lows (shoutout to @CDInewsletter for sharing that reminder every now and then) I am putting this back on my watchlist and may consider adding if we get to these really low valuations. https://twitter.com/i/web/status/1996385658256965867 https://twitter.com/i/web/status/1996385658256965867"  
[X Link](https://x.com/NewcomerInvest/status/1996385658256965867)  2025-12-04T01:06Z [----] followers, [----] engagements


"So far a very positive reaction. $EQB"  
[X Link](https://x.com/NewcomerInvest/status/1996615166981738583)  2025-12-04T16:18Z [----] followers, [----] engagements


"Excellent article on the $EQB deal This week in the newsletter I take a much closer look at the $EQB.to and $L.to banking deal one I think could actually achieve a rare win/win for both companies. https://t.co/zBWmZyapJ9 This week in the newsletter I take a much closer look at the $EQB.to and $L.to banking deal one I think could actually achieve a rare win/win for both companies. https://t.co/zBWmZyapJ9"  
[X Link](https://x.com/NewcomerInvest/status/1997698631756116308)  2025-12-07T16:04Z [----] followers, [----] engagements


"Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding"  
[X Link](https://x.com/NewcomerInvest/status/2000420024629023161)  2025-12-15T04:17Z [----] followers, [----] engagements


"$EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im traveling with the card. Reached someone within a few seconds. - No problem. Both countries are covered. - EQ card has no foreign transaction fees. Paying with it is my cheapest option compared to all my other cards. I am really fond of companies that make things easy for customers. This is a great product. https://twitter.com/i/web/status/2002027182919487831"  
[X Link](https://x.com/NewcomerInvest/status/2002027182919487831)  2025-12-19T14:44Z [----] followers, [----] engagements


"10/10 experience with the $EQB card during my trip. Thanks again @EQBank 🙌🏽😁 $EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im traveling with the card. Reached someone within a few https://t.co/eV3z8b7vIy $EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im"  
[X Link](https://x.com/NewcomerInvest/status/2008171900946526363)  2026-01-05T13:41Z [----] followers, [----] engagements


"List of EXCELLENT companies currently trading down from ATHs. Are you buying any in [----] $EQB EQ Bank -9% $X TMX Group -12% $ATD Alimentation Couche-Tard -14% $BAM Brookfield Asset Mgmt -15% $EMP.A Empire Company -15% $QSR Restaurant Brands International -15% $CTC.A Canadian Tire Corp -16% $CPKC Canadian Pacific Kansas City Railway -20% $CNR Canadian National Railway -25% $GIB.A CGI Inc -25% $TFII TFI International -30% $CSU Constellation Software -37% $NTR Nutrien -42% https://twitter.com/i/web/status/2009084306568745412 https://twitter.com/i/web/status/2009084306568745412"  
[X Link](https://x.com/NewcomerInvest/status/2009084306568745412)  2026-01-08T02:06Z [----] followers, 12.4K engagements


"Franco Nevada- the best capital allocator in the business. Its been a TREMENDOUS long-term investment since IPO and their dividend policy is top notch. $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2009086294560002422)  2026-01-08T02:14Z [----] followers, [----] engagements


"Date: Jan [--] Stock: $TRI.TO Action: Buy (NEW POSITION) Price: C$180 Rationale: The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵 https://t.co/qDD0WHAlXz The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵 https://t.co/qDD0WHAlXz"  
[X Link](https://x.com/NewcomerInvest/status/2010727425932689519)  2026-01-12T14:55Z [----] followers, [----] engagements


"Date: Jan [--] Stock: Franco Nevada $FNV Action: Sell (Reduce Position by 5%) Price: C$330.85 Rationale: First time locking in some profits on this name - 100+% Sold 5% of my position. Still long $FNV and consider it one of Canadas greatest companies. But at this valuation not a bad idea to trim. https://twitter.com/i/web/status/2011452500604281031 https://twitter.com/i/web/status/2011452500604281031"  
[X Link](https://x.com/NewcomerInvest/status/2011452500604281031)  2026-01-14T14:57Z [----] followers, [---] engagements


"The Four Horsemen of epic Canadian capital allocators For the first time in [--] years of investing I simultaneously own all their companies I feel like Thanos $BN $CSU $FFH $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2011589267089473684)  2026-01-15T00:00Z [----] followers, 29.5K engagements


"Update: now a 1000% return. Reminder to all shareholders that owning Franco Nevada is a (relatively) safer way to get exposure to Silver $FNV Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding. https://t.co/FwdpQtJ7qR Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding. https://t.co/FwdpQtJ7qR"  
[X Link](https://x.com/NewcomerInvest/status/2013581541985698279)  2026-01-20T11:57Z [----] followers, [----] engagements


"Excellent $EQB "We are buying back stock everyday we've bought back more shares since I've joined (5 months) than our combined history." The new CEO of EQB Chadwick Westlake gets candid on @inthemoneypod Find out why they've been aggressively buying back stock $EQB.to Watch the full https://t.co/RJsDP5naZp "We are buying back stock everyday we've bought back more shares since I've joined (5 months) than our combined history." The new CEO of EQB Chadwick Westlake gets candid on @inthemoneypod Find out why they've been aggressively buying back stock $EQB.to Watch the full https://t.co/RJsDP5naZp"  
[X Link](https://x.com/NewcomerInvest/status/2013661043323494819)  2026-01-20T17:12Z [----] followers, [----] engagements


"New $EQB CEOs interview on @inthemoneypod was a slam dunk. Future is looking excellent for Canadas Challenger Bank Highly recommend listening for anyone looking to better understand what theyre about. https://open.spotify.com/episode/2hmCH2j8COc4fcL4kEXA9hsi=BO-h9QF2Sg-HRdjqiAygFQ&t=2543&ct=2470 https://open.spotify.com/episode/2hmCH2j8COc4fcL4kEXA9hsi=BO-h9QF2Sg-HRdjqiAygFQ&t=2543&ct=2470"  
[X Link](https://x.com/NewcomerInvest/status/2014313322032545808)  2026-01-22T12:24Z [----] followers, [---] engagements


"@Spike_1567 @weary_centurion Great selections Ill also add- Brookfield corp $BN Brookfield asset mgmt $BAM Fairfax Financial $FFH Franco Nevada $FNV Thomson Reuters $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2015094215709978694)  2026-01-24T16:07Z [----] followers, [---] engagements


"Lowkey shiny rock investment company $FNV outperforms world-renowned Mastercard $MA over [--] years 🤨"  
[X Link](https://x.com/NewcomerInvest/status/2015164117447803149)  2026-01-24T20:45Z [----] followers, [----] engagements


"Even more over just the last [--] years. $FNV $MA"  
[X Link](https://x.com/NewcomerInvest/status/2015164271873732765)  2026-01-24T20:46Z [----] followers, [---] engagements


"Franco Nevada $FNV declares 19th consecutive annual dividend increase: a 16% hike to $0.44 The gold investment that works"  
[X Link](https://x.com/NewcomerInvest/status/2015767948594421958)  2026-01-26T12:45Z [----] followers, [----] engagements


"Companies I like (some of which I am actively buying) at current prices: $CSU Constellation Software Price: C$2651 Long term compounder story; short-term narrative impacted by AI but business performance still excellent $TRI Thomson Reuters Price: C$161 Sells sticky specialized software for lawyers tax and risk professionals Great compounding story with 30+ years of consecutive dividend increases Price got out of control and its now back to [----] levels; more reasonable valuation. $GIB.A CGI Inc Price: C$119 Quebec-based global IT consulting company; narrative also impacted by fears of AI."  
[X Link](https://x.com/NewcomerInvest/status/2016289761225502741)  2026-01-27T23:18Z [----] followers, [----] engagements


"At what point does it become time to take significant profits $FNV BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF"  
[X Link](https://x.com/NewcomerInvest/status/2016704118492983790)  2026-01-29T02:45Z [----] followers, [----] engagements


"Added more $TRI.TO today Valuation at a multiyear low. Price back to [----] levels. Fundamentals still very strong great organic growth on core businesses. THAT is a combination I like to see Those opportunities are great for long term investors with multiyear outlooks"  
[X Link](https://x.com/NewcomerInvest/status/2017275302641098779)  2026-01-30T16:34Z [----] followers, [----] engagements


"@chettan_guevara $TRI owns Westlaw - the US most comprehensive legal research database. Proprietary data. Theyve now added lots of new AI services on top. No legal firm in the world is going to try to vibe code an app with ChatGPT to replace that"  
[X Link](https://x.com/NewcomerInvest/status/2017431299942748272)  2026-01-31T02:54Z [----] followers, [----] engagements


"Dividend increases & dividend yield: $CNR Canadian National Railway Increase: +3% Yield: 2.71% $BEPC Brookfield Renewable Corporation Increase: +5.09% Yield: 3.76% $BIPC Brookfield Infrastructure Corporation Increase: +5.81% Yield: 3.8% $MTY MTY Food Group Increase: +12.1% Yield: 3.48% $FNV Franco Nevada Corporation Increase: +15.78% Yield: 0.75% GUESSES for the year: Im anticipating: -A 9.2% increase for $TRI (to $65c) -A 14.2% increase for $BAM (to $50c) -A [--] to 13% increase for $BN (min $66c; max $67.5c) We will hear from the rest of the Brookfields very soon. Lets see. 🤞🏽"  
[X Link](https://x.com/NewcomerInvest/status/2017678614725058928)  2026-01-31T19:17Z [----] followers, [----] engagements


"In [----] West Publishing spots an opportunity and introduces their original moat-builder: the West Key Number System. This classifies every point of law in cases by topic and unique key number organizing the entire body of American law. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018056366242369671)  2026-02-01T20:18Z [----] followers, [---] engagements


"More innovations followed. In [----] they launched the first legal search engine. As CEO Steve Hasker says weve been in the search business longer than Google Then came web access smarter relevance AI analytics and now generative AI like CoCounsel integrated into Westlaw"  
[X Link](https://x.com/NewcomerInvest/status/2018057506304516251)  2026-02-01T20:22Z [----] followers, [---] engagements


"A hard to catch nuance in the Westlaw ecosystem moat is all the editorial work that enhances their content. See more on this transcript from CEO Steve Hasker in Q3 earnings. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018057859632660743)  2026-02-01T20:24Z [----] followers, [---] engagements


"People now worry that AI will hurt $TRI. But who wins A new startup OR $TRI which has: a) massive resources b) deep in-house AI talent c) AI already embedded to improve its products d) thousands of individual & corporate customers trained on Westlaw since law school"  
[X Link](https://x.com/NewcomerInvest/status/2018058655669666140)  2026-02-01T20:27Z [----] followers, [----] engagements


"A lawyer friend at a top law firm says they use Westlaw daily. I asked what she thought of them vibe coding their own versions with ChatGPT to not have to use $TRI tools anymore. She found that hilarious and absurd. why waste our time doing that when our tools work 😂"  
[X Link](https://x.com/NewcomerInvest/status/2018060539356701019)  2026-02-01T20:35Z [----] followers, [---] engagements


"Westlaw subscription can cost a few thousand $/yr per lawyer. That's just a few billable hrs for a high-billing partner & a fraction of what they bill in a month (or week). Its treated as overhead (or client chargeback) because time savings from fast accurate research far outweigh the costs"  
[X Link](https://x.com/NewcomerInvest/status/2018063926597210545)  2026-02-01T20:48Z [----] followers, [---] engagements


"$TRI legal segment made $2B in last 3Qs (+8% org growth). Mgmt expects continued usage as firms struggle with the flood of new laws regs & global uncertainty. Legal is $TRI s highest-margin category at almost 50% adj. EBITDA"  
[X Link](https://x.com/NewcomerInvest/status/2018067067648254393)  2026-02-01T21:00Z [----] followers, [---] engagements


"The recent stock drop reflects AI fears. IMO: Westlaws 150+ years of trusted content plus its own AI tools will actually widen the moat. $TRI builds on strengths not to mention an impeccable balance sheet. This is my pick for [----] Thanks for reading. Happy investing 🥂"  
[X Link](https://x.com/NewcomerInvest/status/2018067157855223897)  2026-02-01T21:01Z [----] followers, [----] engagements


"@DrunkDividends @DivGrojourney @LazaroInvestor @PronkDaniel @Mindset4Money_X @SettlingNomads @shawnmacias_ @AJButton2 @TheWiseIC $TRI isnt a law firm; its the company that makes the tools that law firms use to function and is now selling AI products into those services 😄"  
[X Link](https://x.com/NewcomerInvest/status/2018097049057505648)  2026-02-01T23:00Z [----] followers, [---] engagements


"Earnings coming soon ill be monitoring: 02/03 $PYPL PayPal 02/04 $BAM Brookfield Asset Mangement 02/05 $TRI Thomson Reuters 02/06 $UA Under Armour (of relevance for $FFH shareholders) 02/11 $ATD Alimentation Couche-Tard 02/12 $QSR Restaurant Brands International $BN Brookfield Corporation 02/13 $FFH Fairfax Financial Are you following any of these companies https://twitter.com/i/web/status/2018163265570755038 https://twitter.com/i/web/status/2018163265570755038"  
[X Link](https://x.com/NewcomerInvest/status/2018163265570755038)  2026-02-02T03:23Z [----] followers, [----] engagements


"@TheWiseIC I just bought a $PYPL position in [----] but not adding in [----] Uber is on my watchlist but right now i prefer to buy $CSU and $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018674672880030138)  2026-02-03T13:15Z [----] followers, [---] engagements


"Brookfield Asset Management $BAM Following todays 15% dividend increase to $2.01 annually youre getting a 4% dividend yield This is comparable to dividend favourites like $EMA (4.25%) and $FTS (3.45%) but with added growth potential $BAM: Canadas 3rd best company 👑"  
[X Link](https://x.com/NewcomerInvest/status/2019211760130224403)  2026-02-05T00:49Z [----] followers, [----] engagements


"Of course if youre wondering #1 is $BN and #2 is $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2019212280853094812)  2026-02-05T00:51Z [----] followers, [----] engagements


"Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a 8%+ dividend increase. Lets see Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson"  
[X Link](https://x.com/NewcomerInvest/status/2019250117480694142)  2026-02-05T03:21Z [----] followers, [----] engagements


"Update: Big [--] Organic growth 9% Dividend growth 10% (33rd consecutive increase) $TRI Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a 8%+ dividend increase. Lets see Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a"  
[X Link](https://x.com/NewcomerInvest/status/2019376917905043940)  2026-02-05T11:45Z [----] followers, [----] engagements


"Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2019810030892282006)  2026-02-06T16:26Z [----] followers, [----] engagements


"M&A More thoughts on how they like to do M&A: - walk away from most opportunities and buy only the very best - the current SaaSpocalypse could present an opportunity to buy great assets at a better price"  
[X Link](https://x.com/NewcomerInvest/status/2019817064475889719)  2026-02-06T16:54Z [----] followers, [---] engagements


"@TheWiseIC Im quite certain that what youre describing is not going to happen (or at least not to that extent) but only time will tell So far the only destruction that occurred was in narrative around $TRI + its competitors $RELX $WKL but not in their actual business performance Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵 https://t.co/qzDyqo5RhN Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2019819968184152422)  2026-02-06T17:06Z [----] followers, [---] engagements


"The issue is that Anthropic does not have access to the proprietary data that so many lawyers use for their research. I think theres lots of space for them and other new entrants to make inroads in improving workflows and doing paralegal type work (contract drafting etc). But its very hard to imagine them replacing the trusted platforms that own editorially enhanced content in high stakes litigation work A Big Law firm is not going to cancel a $500/month contract with $TRI to sign up for a $9.99/month contract with a new vibe-coded company when they deal with extremely high stakes work with"  
[X Link](https://x.com/NewcomerInvest/status/2019822895602524308)  2026-02-06T17:17Z [----] followers, [---] engagements


"Microsoft nor Anthropic do not have thousands of in-house attorney editors who curate and review content to enhance the value of their platform. $TRI has decades worth of that content which belongs to them and which lawyers in top firms rely on every day. Again I would differentiate between lower-value work ie. what can be done by a paralegal such as drafting a contract and then higher-value work. $TRI has the whole bundle and everything needed to assist firms in both lower and higher value. New entrants can and certainly will compete in lower value work. But they will struggle to compete at"  
[X Link](https://x.com/NewcomerInvest/status/2019825905993216101)  2026-02-06T17:29Z [----] followers, [---] engagements


"Moving on to a couple of charts. Big [--] Organic Growth accelerating $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898055689228730)  2026-02-06T22:16Z [----] followers, [---] engagements


"Forward P/E at multiyear lows. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898172945100850)  2026-02-06T22:17Z [----] followers, [---] engagements


"Dividend Yield at the same point as the peak of Covid Crash $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898293870825795)  2026-02-06T22:17Z [----] followers, [---] engagements


"Total Revenues by segment Charts like these are useful to show why the decline of Global Print is a non-issue. Would it be better if every category was growing Yes. Will it sink the whole company business if its smallest segment continues its decline No"  
[X Link](https://x.com/NewcomerInvest/status/2019898839935959389)  2026-02-06T22:19Z [----] followers, [---] engagements


"$TRI and its two main competitors collectively lost billions in market cap 💥"  
[X Link](https://x.com/NewcomerInvest/status/2019900133685485852)  2026-02-06T22:24Z [----] followers, [---] engagements


"Canadas Challenger Bank quietly hit all time highs today. $EQB 💛"  
[X Link](https://x.com/NewcomerInvest/status/2019947111283061228)  2026-02-07T01:31Z [----] followers, [----] engagements


"For a closer look at $TRI Legal segment check this thread: Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2020205484503134514)  2026-02-07T18:38Z [----] followers, [---] engagements


"The rise of AI is striking fear into investors hearts causing many software stocks to lose billions in market cap. (ie. $CSU $TRI $NOW and others 👺) Heres a list of stocks that are UNLIKELY to be disrupted by AI tools soon👇🏽 🧵 :"  
[X Link](https://x.com/NewcomerInvest/status/2020234165569159485)  2026-02-07T20:32Z [----] followers, [----] engagements


"$NTR Nutrien The worlds leading potash company Nutrien $NTR headquartered in Saskatchewan - #1 global ag retailer - #1 potash producer - Serves [--] countries - Dividend up 36% since [----] (yield 3.19%) - Shares outstanding reduced by 25% since 2018"  
[X Link](https://x.com/NewcomerInvest/status/2020234302446010486)  2026-02-07T20:32Z [----] followers, [----] engagements


"$PG Procter & Gamble A consumer goods giant; dozens of household & personal care brands ie. including Tide Gillette Crest for BILLIONS of people worldwide. - 100+ years of uninterrupted dividend payments. - 60+ years of dividend increases. - Dividend Yield: 2.66%"  
[X Link](https://x.com/NewcomerInvest/status/2020234766965199132)  2026-02-07T20:34Z [----] followers, [----] engagements


"$FNV Franco Nevada The Gold Investment That Works - Over $1B rev annually with less than [---] employees - 90% EBITDA margin - Beat the S&P & Nasdaq since IPO - [---] precious metals & commodity assets - No debt - Possibly one of the greatest business models in the entire world"  
[X Link](https://x.com/NewcomerInvest/status/2020235108201218069)  2026-02-07T20:35Z [----] followers, [---] engagements


"The team at Fairfax continues to hunt for opportunities in emerging markets $FFH $FIH Bidding to become majority owner of the Industrial Development Bank of India (IDBI) 🤞🏽"  
[X Link](https://x.com/NewcomerInvest/status/2020264292659130449)  2026-02-07T22:31Z [----] followers, [----] engagements


"$CNR Canadian National Railway The rails are quite literally the veins of our economy moving metals oil & gas grain chemicals forest products coal and more. - Irreplaceable 3-coast network - Duopoly with $CPKC - [--] consecutive dividend increases (Yield: 2.6%)"  
[X Link](https://x.com/NewcomerInvest/status/2020291530758684676)  2026-02-08T00:20Z [----] followers, [---] engagements


"$FTS Fortis Canadas highest-quality utility company. Based in St. Johns NL. - $75 billion in assets - Utilities serving millions of customers in  the and the Caribbean - Predictable low-risk regulated returns - 50+ years of dividend increases (yield 3.4%)"  
[X Link](https://x.com/NewcomerInvest/status/2020506647890891018)  2026-02-08T14:34Z [----] followers, [---] engagements


"Fairfax $FFH has been aggressively buying shares of Under Armour $UA in the last few weeks/months $UA is now up as much as 80% since recent lows following very encouraging earnings from last week Prem loves turnarounds. Fairfax strikes again 🏆"  
[X Link](https://x.com/NewcomerInvest/status/2020649340830957638)  2026-02-09T00:01Z [----] followers, [----] engagements


"When does $ZETA become a buy"  
[X Link](https://x.com/NewcomerInvest/status/2022283814135836795)  2026-02-13T12:16Z [----] followers, [----] engagements


"Brookfield Corporation reported [----] full year earnings. Heres everything you need to know 🧵 $BN"  
[X Link](https://x.com/NewcomerInvest/status/2022811705470755261)  2026-02-14T23:14Z [----] followers, [----] engagements


"Next is Brookfield Wealth Solutions. Full Year DE has increased 23% to $1.6B A few years ago Brookfield started BWS and highlighted this as a key growth drivers for years to come. Were seeing this growth in real-time"  
[X Link](https://x.com/NewcomerInvest/status/2022814119385026664)  2026-02-14T23:24Z [----] followers, [---] engagements


"Operating Businesses: $BEP $BIP $BBU + private real estate Broadly solid progress across the entire portfolio. Want to focus a little extra on the real estate portion here. $BN owns some of the greatest RE assets in the world in some of the most dynamic cities - London New York Toronto Dubai. When COVID hit $BN doubled down on their RE holdings and we can now all agree that they made the right decision. The best RE wins regardless of economic conditions. https://twitter.com/i/web/status/2022814323412787640 https://twitter.com/i/web/status/2022814323412787640"  
[X Link](https://x.com/NewcomerInvest/status/2022814323412787640)  2026-02-14T23:24Z [----] followers, [---] engagements


"Brookfield Renewable Q2 results came out Save this thread and see below. 🧵 $BEP $BEP.UN $BEPC $BN $BAM"  
[X Link](https://x.com/NewcomerInvest/status/1952177909340225893)  2025-08-04T01:20Z [----] followers, 17.8K engagements


"Continuing my tradition of 2024/2025 I will post all my stock decisions for [----] in the following thread. 🧵 Starting with our first decision of the year: Date: Jan [--] Action: Buy (Add to position) Stock: $XEQT.TO Price: C$40.79 Rationale: Reinvested dividends into core long term holding"  
[X Link](https://x.com/NewcomerInvest/status/2008652624048861635)  2026-01-06T21:31Z [----] followers, [----] engagements


"Canadian National Railway $CNR wraps up [----] A year of improvements with all KPIs going in the right direction: +1% RTMs +2% Revenues +5% Net cash from operations +7% Adjusted EPS +8% FCF The company also bought back $2B worth of shares at an avg price of C$134.44"  
[X Link](https://x.com/NewcomerInvest/status/2017225593914261525)  2026-01-30T13:17Z [----] followers, [----] engagements


"FEBRUARY 1ST PORTFOLIO UPDATE Average YTD Holdings Performance: -3.46% World ETF Performance: +1.26% YTD Winners: +15.68% $BABA Alibaba +10.99% $FNV Franco Nevada +9.66% $KITS Kits Eyecare +6.99% $AQN Algonquin Power +5.49% $NPI Northland Power +1.27% $EQB EQ Bank +1.26% $XEQT World ETF YTD Losers: -0.28% $VFV S&P [---] ETF -1.69% $QSR Restaurant Brands International -2.41% $BN Brookfield Corporation -4.4% $CNR Canadian National Railway -5.91% $BAM Brookfield Asset Management -6.38% $ATD Alimentation Couche-Tard -7.95% $GIB.A CGI Inc -8.1% $ENGH Enghouse Systems -9.75% $PYPL PayPal Holdings"  
[X Link](https://x.com/NewcomerInvest/status/2018025830232846830)  2026-02-01T18:17Z [----] followers, [----] engagements


"@QualityInvest5 $TRI got destroyed but Im very confident they will still be here in [--] years with more revenues and more profits"  
[X Link](https://x.com/NewcomerInvest/status/2022688938813722939)  2026-02-14T15:06Z [----] followers, [----] engagements


"@QualityInvest5 Thomson Reuters a diversified infotech company but most known for their software in the legal industry see thread Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential"  
[X Link](https://x.com/NewcomerInvest/status/2022729321048346945)  2026-02-14T17:47Z [----] followers, [---] engagements


"@kinginvestings Brookfield Corporation $BN"  
[X Link](https://x.com/NewcomerInvest/status/2022730244097278347)  2026-02-14T17:50Z [----] followers, [---] engagements


"First what is Brookfield Youre likely familiar with all sorts of Brookfield tickers such as $BN $BAM $BEP $BIP $BBU $BN is the controlling shareholder in all of these entities and allocates cash flows accordingly"  
[X Link](https://x.com/NewcomerInvest/status/2022811792741675255)  2026-02-14T23:14Z [----] followers, [---] engagements


"Brookfields intrinsic value continues to grow. Management estimates the worth of a Brookfield share at $68.08 - or 42% more than its current market value at $47.79 per share"  
[X Link](https://x.com/NewcomerInvest/status/2022812301259076046)  2026-02-14T23:16Z [----] followers, [---] engagements


"$BN has now put more than $1B in buybacks for two full years in a row (excellent) Theyve timed these well too buying on significant dips. As a shareholder Im much happier with them continuing to pay a low dividend so they can prioritize opportunistic buybacks + reinvesting in their businesses. https://twitter.com/i/web/status/2022812496382349670 https://twitter.com/i/web/status/2022812496382349670"  
[X Link](https://x.com/NewcomerInvest/status/2022812496382349670)  2026-02-14T23:17Z [----] followers, [---] engagements


"Okay how did their respective businesses feed into $BN results Lets start with the Asset Manager: $BAM $BAM continues to be the Brookfield crown jewel via their incredible business model; they raise funds from some of the worlds most sophisticated institutional investors invest it on their behalf and charge a small fee. These fee-related earnings are recurring and high margin. The more funds $BAM raises the more FRE they generate. https://twitter.com/i/web/status/2022813641276301384 https://twitter.com/i/web/status/2022813641276301384"  
[X Link](https://x.com/NewcomerInvest/status/2022813641276301384)  2026-02-14T23:22Z [----] followers, [---] engagements


"More on RE from their Letter to shareholders. $BN"  
[X Link](https://x.com/NewcomerInvest/status/2022814493487570960)  2026-02-14T23:25Z [----] followers, [---] engagements


"Brookfield continues to reward shareholders with a 17% dividend increase (more than I expected) to 7c. Thats a 11% Trailing Total DE payout ratio"  
[X Link](https://x.com/NewcomerInvest/status/2022816880562405618)  2026-02-14T23:35Z [----] followers, [---] engagements


"With regard to management Bruce Flatt continues his public succession plan with the promotion of Connor Teskey to CEO of $BAM. Connor will likely take over $BN at some point as well. He has run different parts of Brookfield over time and will continue to be a fantastic leader for the organization. Bruce Flatt will remain involved but will gradually step back as his previous mentor Jack Cockwell did. I have full confidence that Connor will continue taking the business to new heights https://twitter.com/i/web/status/2022817639911841900 https://twitter.com/i/web/status/2022817639911841900"  
[X Link](https://x.com/NewcomerInvest/status/2022817639911841900)  2026-02-14T23:38Z [----] followers, [---] engagements


"$BN is becoming an AI play but not in the way most people imagine. Continuing on their model of backbone of the global economy Brookfield is positioning itself as a key partner to lay the foundations for AI-powered activities. The beauty in this is that their model is agnostic. Theres no betting on any company to win the next tech race. Theyre just building out the infrastructure that all tech companies will need. If the industry grows $BN stands to benefit. https://twitter.com/i/web/status/2022819111969972625 https://twitter.com/i/web/status/2022819111969972625"  
[X Link](https://x.com/NewcomerInvest/status/2022819111969972625)  2026-02-14T23:43Z [----] followers, [---] engagements

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