thesis: aggressive-accounting analyst: df-research sector: infrastructure #

Brookfield Infrastructure Partners (B/BIP) #

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: 2026-02-08

A further research note.

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