Brookfield Infrastructure: too cheap to ignore... I'm buying! [EP. 62]
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Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at [email protected] TIMESTAMPS (0:00) - Intro (0:46) - I finally bought back into Brookfield Infrastructure (3:20) - BIP business model & dividend (5:24) - Sticky, long term contracts with high visibility on cash flows (8:11) - Brookfield’s data segment will benefit from the AI boom (12:23) - Triton (14:34) - Why I am talking about this now