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Reduced BN position due to underwhelming growth lowering DCF-based intrinsic value; thesis collapsed relative to alternatives.
This has already happened to me and my portfolio over the past year with respect to Brookfield. If you are a longtime follower of my channel, I'm sure you know that for almost 3 years I held Brookfield stock as the largest position in my portfolio by a considerable margin.
It performed very well in this position, and more than doubled my money during the period I owned the stock.