Thesis: aggressive-accounting, analyst: df-research, sector: infrastructure.
For example, DF Research noted that a key investment in utility infrastructure provider BUUK Infrastructure is carried at a $1.2 billion value by Brookfield, when in reality the equity may be worthless because the company produces minimal free cash flow.
More ... latest change: 2026-02-28
https://open.substack.com/pub/dfresearch/p/bip-the-quiet-collapse?r=nmbt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/dfresearch/p/bip-the-quiet-collapse?r=nmbt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
2026-01-30 USD 36.15
Last updated: 2026-03-07 by automated standardization process
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