《Top 5 Lessons That Will Make You A Better Investor》
由于增长不及预期压低了基于DCF的内在价值，已减持BN仓位；相对于其他选择，该投资逻辑已不成立。
过去一年里，这种情况已经发生在我和我的投资组合身上，涉及的就是Brookfield。如果你长期关注我的频道，肯定知道，在将近3年的时间里，我一直把Brookfield股票作为我投资组合中最大的持仓，而且领先幅度相当大。
它在这个位置上表现非常好，在我持有该股期间，让我的资金翻了一倍多。
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.