Today, White Brook released it’s first quarter 2020 commentary. If you are a current client or an accredited investor, click here to read more.
With the markets down significantly, I wanted to update clients on White Brook’s current thoughts. If you have any questions, please feel free to reach…
Basil Alsikafi
Portfolio Commentary At year end, the Fund was 95.97% invested across 12 positions. For the partial year, since inception (Aug 15, 2019), the Fund’s NA…
Basil Alsikafi
I’ve previously written about the impact of electrification on dealerships here. But that was written in an era where Tesla’s Model S and X were basica…
Basil Alsikafi
Today, White Brook released it’s third quarter 2019 commentary. On August 16th, White Brook Capital began managing the White Brook Capital Partners Fun…
Basil Alsikafi
White Brook Capital published an update to its Box thesis available here. As always, feel free to reach out to discuss this or any other topic. Regards…
Basil Alsikafi
Recent coverage of Uber and the ride-sharing industry has been disappointingly focused on the potential opportunity of the platform rather than the lik…
Basil Alsikafi
Today, White Brook is publishing its presentation on Groupon, Inc. In short, I think Groupon is cheap with multiple levers to create substantial value.…
Basil Alsikafi
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White Brook Capital Insights