Mispriced Assets (on Substack)
Region: US
Wednesday 20 May 2026 22:37:42 GMT
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💀 :
Wait, what’s wrong with Brookfield? Is this an opinion on the entire firm or specific groups/lines of business within in the firm?
2026-05-22 05:37:52
0
Devon :
Im not allowed to trade that one🤷🏽♂️
2026-05-20 22:51:00
0
skvurn5738hfn8n3 :
lol my buddies dad is the co founder of stepstone
2026-05-26 11:43:43
1
user887230277570 :
You should have a look at Huber & Suhner (HUBN) swiss company and highly beneficiary of AI too with their Optical circuit switches, since you are well in the game and know a lot about lumentum and coherent.
2026-05-21 17:28:45
0
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