Professional
Added to YB: 2025-06-12
Pitch date: 2025-06-11
BBU [bearish]
Brookfield Business Partners L.P.
-41.16%
current return
Author Info
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Company Info
Brookfield Business Partners L.P. is a private equity firm specializing in growth capital, divestitures, and acquisitions.
Market Cap
$6.9B
Pitch Price
$25.04
Price Target
12.50 (-65%)
Dividend
0.77%
EV/EBITDA
8.38
P/E
-51.12
EV/Sales
2.04
Sector
Industrial Conglomerates
Category
value
Brookfield Business Partners: a Plethora of Problems and Overvalued
BBU/BBUC short: Overvalued PE vehicle with undisclosed SEC investigation, related-party financings & widespread portfolio distress. 93% of investments rated deep junk or bankrupt (Healthscope, Altera). Management projects $80/unit value while hiding financials. Trading at premium vs peer -30% NAV discount. Fair value $12-15, 40-50% downside.
Read full article (13 min)