Core Viewpoint - Danone is proactively recalling specific batches of infant formula products in response to evolving food safety guidance from local authorities, emphasizing its commitment to food safety and consumer trust [1][2]. Group 1: Recall Announcement - Danone will withdraw a limited number of specific batches of infant formula products from targeted markets to comply with the latest food safety guidance [2]. - The company reassures that its products are safe and fully compliant with all applicable safety regulations [1][2]. Group 2: Company Overview - Danone is a leading global food and beverage company focused on health-oriented categories, including Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [4]. - The company generated €27.4 billion in sales in 2024 and operates in over 120 markets with a workforce of more than 90,000 employees [4]. - Danone's portfolio includes well-known international brands such as Actimel, Activia, and evian, as well as strong local brands [4].

Core Insights - Brookfield and Blackstone are major players in the alternative investment sector, each managing over $1 trillion in assets [1] - Both firms have provided substantial returns to shareholders, with Blackstone achieving a 26.5% annualized total return over the past decade and Brookfield at 18.3%, both outperforming the S&P 500's 15.9% return [2] Company Overview - Blackstone operates a straightforward business model focused on alternative asset management, including private equity, credit & insurance, real estate, and hedge funds, generating steady management and performance fees [4] - Brookfield combines alternative asset management with a wealth management platform and a portfolio of operating companies, managing capital for investors while also investing directly in its funds and businesses [5] Growth Projections - Brookfield anticipates annual earnings growth exceeding 25% over the next five years, an increase from its previous five-year growth rate of 22% [6] - Despite its growth potential, Brookfield's current stock price of approximately $47 per share is significantly below its estimated intrinsic value of $68 per share [6] Investment Outlook - While Blackstone is expected to continue enriching its investors, Brookfield's undervalued stock and strong earnings growth outlook position it for greater potential returns in the future [7] - Both companies have been effective in creating wealth, with Blackstone returning most of its rising earnings to investors through dividends and share repurchases, while Brookfield allocates capital to enhance shareholder value [8]

Core Viewpoint - Bill Ackman's investment strategy through Pershing Square Capital shows strong performance in 2025, with potential for continued success in 2026, focusing on building a diversified holding company similar to Berkshire Hathaway [1][2]. Group 1: Alphabet Inc. - Ackman's investment in Alphabet represents 22.6% of his marketable equities, driven by the belief that the market undervalues its AI capabilities and overestimates competition from AI chatbots [3][4]. - Alphabet's Google Cloud revenue grew by 34% year-over-year in Q3, with expanding operating margins and strong adoption of its AI accelerators, TPUs [4][5]. - The company has made significant advancements with its Gemini AI model, leading to a 15% growth in Google Search revenue in Q3 2025, and a partnership with Apple to enhance Siri, expected to generate billions in revenue [5][6]. Group 2: Brookfield Corp. - Brookfield Corp. accounts for 17.7% of Ackman's marketable equities, primarily driven by its subsidiary Brookfield Asset Management, which constitutes about 75% of its value [7][9]. - The company reported $154 million in net carried interest in Q3, a significant increase from $61 million year-over-year, with expectations of $25 billion in net carried interest over the next decade [10][11]. - Brookfield's Wealth Solutions insurance business is projected to double its assets in five years, with a 15% return on equity, leading to strong earnings growth [11]. Group 3: Uber Technologies - Uber Technologies makes up 15.5% of Ackman's marketable equities, facing concerns about competition from autonomous vehicles but positioned as a key partner for self-driving initiatives [12][13]. - The company has seen a 17% increase in monthly active users and a 4% rise in trips per user in Q3, contributing to strong top-line growth and 33% adjusted EBITDA growth [15][16]. - Despite significant investments in future technologies, Uber's stock is valued at around 22 times its trailing adjusted EBITDA, indicating strong growth potential [16].

Core Viewpoint - Brookfield Corporation has demonstrated strong historical performance with a 19% compound annualized total return over the past 30+ years, significantly outperforming the S&P 500's 11% annualized return, indicating potential for future growth [1][7] Growth Catalysts - The company is positioned to benefit from several megatrends, including the launch of the Brookfield AI Infrastructure Fund, which aims to acquire up to $100 billion in AI infrastructure assets [3] - Brookfield is expanding its wealth solutions platform and introducing new investment products for individual investors, alongside managing over $272 billion in real estate assets [3] - The company anticipates a 25% annualized growth in its distributable earnings per share over the next five years, projecting the intrinsic value of its stock to reach $140 by 2030 [4] Investment Potential - With the current stock price around $47, there is potential for the stock to triple in value by 2030, making it an attractive investment opportunity [4][5] - The global need for $7 trillion in AI infrastructure investment over the next decade, along with increasing demand for wealth products from aging populations and a recovering real estate market, supports Brookfield's growth outlook [8]

达能近日宣布将投资400万美元扩建其位于美国德克萨斯州的酸奶生产基地。这项计划旨在应对GLP-1减重药物使用者对高蛋白乳制品激增的需求，预计 今年9月完成产能升级。 面对市场对高蛋白酸奶日益增长的需求，达能正在北美市场加速布局。据悉，本次扩建完成后，该工厂将为Danimals、Activia和YoCrunch等核心品牌提供 更强产能支持。 目前该工厂拥有约210名员工，但公司未透露扩建后新增就业岗位数量。 达能北美酸奶业务总裁Rafael Acevedo表示，当前市场环境下酸奶品类蕴含巨大增长潜力，公司现有产品组合能灵活适应消费需求变化。 这一判断源于去年三季度财报数据——达能北美市场可比销售额增长1.5%，销量与产品结构实现双提升。 值得注意的是，这已是达能近半年内第二次扩产。去年8月，公司刚刚完成对俄亥俄州Minster工厂的升级改造，新增生产空间并引入全新生产线。连续投 资动作背后，是GLP-1类药物流行带来的市场机遇。随着越来越多消费者使用减重药物，兼具高蛋白、控分量和营养均衡特性的酸奶产品正成为新宠。 达能副首席执行官Juergen Esser此前透露，高蛋白酸奶在零售端持续热销已导致供应端承压，甚 ...

CALGARY, Alberta, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Brookfield Residential Properties ULC (“Brookfield Residential” or the “Company”) today announced that its 2025 fourth quarter and year end results will be released after market closes on Thursday, February 12th, 2026. The financial results and information relating to the 2025 fourth quarter and year end will be posted on the Company’s website at BrookfieldResidential.com. Current holders and beneficial owners of, and prospective investors in, Brookfield R ...

Core Thesis - Brookfield Corporation is viewed as a powerful long-term compounding machine, often compared to Berkshire Hathaway, due to its vertically integrated model and focus on critical real assets [3][5] Company Overview - Brookfield Corporation operates as a multi-asset manager with a focus on real estate, credit, renewable power, infrastructure, venture capital, and private equity, managing over $1 trillion in third-party capital [2][3] - The company generates earnings through three interconnected engines: asset management, wealth solutions, and operating businesses [4] Financial Performance - Brookfield has a three-decade track record of approximately 19% annualized returns, with management guiding toward over 20% growth in distributable earnings [5] - The company's shares were trading at $47.29, with trailing and forward P/E ratios of 134.24 and 13.77, respectively [1] Market Position - Despite its strong performance and growth potential, Brookfield trades at a significant sum-of-the-parts discount, with the market undervaluing its Wealth Solutions, real estate, carried interest, and operating platforms [5] - The complexity of Brookfield's business model has kept many retail investors on the sidelines, but this complexity also conceals its potential for sustained compounding and multiple expansion [3][5]

Core Viewpoint - The focus is on identifying GARP (growth at a reasonable price) stocks while also exploring various investment opportunities across the market [1]. Group 1: Investment Strategy - The investment approach does not adhere to a specific time horizon; stocks are held as long as the investment thesis remains valid, with exits occurring when facts change [1]. - The use of market-beating algorithms developed with Python has been instrumental in identifying attractive investment opportunities within the portfolio [1]. Group 2: Professional Background - The individual has experience working at TipRanks as an analysis/news writer and editor, which has enhanced market awareness and understanding of reader interests [1]. - Attention to detail has been emphasized, with a recognition of the prevalence of misinformation in the market that needs correction [1].

Group 1 - Brookfield Corporation will host its fourth quarter 2025 conference call and webcast on February 12, 2026, at 10:00 am (ET) with results released at approximately 7:00 am (ET) [1] - The company focuses on building long-term wealth through three core businesses: Alternative Asset Management, Wealth Solutions, and Operating Businesses in renewable power, infrastructure, business and industrial services, and real estate [1] - Brookfield Corporation has a track record of delivering over 15% annualized returns to shareholders for over 30 years, supported by its investment and operational experience [2] Group 2 - The company emphasizes a conservatively managed balance sheet and extensive operational experience, which allows it to access unique investment opportunities [2] - The Brookfield Ecosystem is highlighted as a fundamental principle where each group within the organization benefits from being part of the broader entity [2] - Brookfield Corporation is publicly traded on both the New York Stock Exchange and the Toronto Stock Exchange under the ticker symbol BN [2]

Group 1 - Brookfield Renewable Partners L.P. plans to redeem all outstanding Class A Preferred Limited Partnership Units, Series 7, for cash on January 31, 2026, at a redemption price of C$25.00 per unit, totaling C$175 million funded from available liquidity [1] - Holders of Series 7 Preferred Units of record as of January 15, 2026, will receive a final quarterly distribution of C$0.34375 per unit [1] Group 2 - Brookfield Renewable operates one of the largest publicly traded platforms for renewable power, with a diverse portfolio including hydroelectric, wind, solar, and storage facilities [2] - The company also invests in sustainable solutions such as nuclear services, carbon capture, agricultural renewable natural gas, materials recycling, and eFuels manufacturing [2] - Brookfield Renewable is the flagship listed renewable power and transition company of Brookfield Asset Management, which manages over $1 trillion in assets [4]