The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Teskey: Brookfield Underwrote Westinghouse Base Case on Controllable Operating Improvements
“So we focused on the downside. We made sure our downside was protected. Our base case of an attractive return was delivered by things within our control, but there was asymmetric upside if some uncontrollable things that we thought or hoped would happen did, b…”
Teskey: AI data centers and power are Brookfield's fastest-growing investment theme
“And that at a simple level is, is the data centers and the power that supports them. And that is the largest and fastest growing investment theme at Brookfield.”
Teskey: Brookfield expanded from four investment products to 60 over 10 years
“I'll give the example that 10 years ago, I think we had four products. Today, we have 60.”
Teskey: Brookfield Only Invests When Four Key Contracts Are Locked
“Whenever we build a new project, we do not like to put capital in the ground unless we lock in our CapEx contract, our off-take contract, our EPC contract, and our financing contract all at once.”
Teskey: Brookfield Builds Data Centers Backed by Hyperscaler or Sovereign Contracts
“We're now doing it in data centers, building gigafactories on the on the back of long-term contracts with hyperscalers or sovereign offtakes.”
Teskey: Brookfield's top deal-breakers are counterparty and construction risk
“Of deals that we choose to pursue, but then, you know, in diligence or in structuring decide to walk away, there's two reasons that Are most common. One, we don't like the revenue construct or the corporate credit counterparty that backstops that revenue const…”