Kyle

[Cyril Dorsaz @cyrildorsaz]

For a limited time, Launch Package is included with R2 Performance 👀
https://t.co/ELHzAt9xXR

[Chris Hilbert @Hilbe]

If we assume the R2 VIN #5 story is true, we can also assume they made a handful of production R2 at this point. If pressed to make a comment that "customer deliveries have begun", they probably would have to use the below photo to show which customers got their R2.

You for damn sure RJ got VIN #1.

[Daniel Pronk @PronkDaniel]

Reading through $BN's 2015 shareholder letter now.

They say the public entities ( $BIP, $BEP ) are a retail-version of their private funds.

Owners of high quality assets with stable and inflation-linked cash flows that increase in value over time.

[Kyle @kyle0629]

@Hilbe Shows Coming 2027 for Canada

[Daniel Pronk @PronkDaniel]

$BAM Fee Related Earnings are accelerating - which is exactly what they said would happen.

Margins are at all time highs, and they expect the acceleration to continue in 2026.

Solid.

[Daniel Pronk @PronkDaniel]

Question about $BAM:

It's reported that its annualized carried interest is now $1.2B.

This assumes that its targets are met on existing funds.

Should you add this value to current earnings to get a better view of how the business is being valued?

[Kyle @kyle0629]

@BradoCapital Would you be more inclined to add to the mothership or either of the spinoffs? All down 33-48%.

[Kyle @kyle0629]

@KevinMelnuk Up in my neck of the woods! That view never gets old. Enjoy!!

[Kyle @kyle0629]

@Hilbe @KevinMelnuk I could see them going either way. Greater profit margin with performance or getting it out to the masses with the dual. I think the dual will appeal to the mass market. Either way I’m excited to see the configurations.

[Kyle @kyle0629]

@CJ0pp3l Would love that!

[Kyle @kyle0629]

@CJ0pp3l Seems like a good opportunity to add here

[Kyle @kyle0629]

@Hilbe That makes Rivian out of the question. Hopefully things change before R2..

[Kyle @kyle0629]

@Fiat_iceberg I’m zooming out. It was only last fall when we saw these prices. We haven’t seen the effects on earnings yet. The discounts could get a lot deeper. I’ll nibble now but wait before fully committing

[Kyle @kyle0629]

@KevinMelnuk Congrats!

[Kyle @kyle0629]

@Hilbe If they can’t get production numbers higher, probably the scout. With the number of pre-orders, I think they have to find a way to ramp production relatively quickly or risk losing potential customers. The 1 shift comment was a surprise to me.

[Kyle @kyle0629]

@BullTradeFinder $15.08

[Kyle @kyle0629]

@CJ0pp3l How do you buy SGN in Canada? Which platform?

[Kyle @kyle0629]

@KevinWeekes @NHL @espn @NHLNetwork This would be unreal!

[Kyle @kyle0629]

@Mikekantorski Non-stop refreshing today