White Brook Capital Insights
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.
Basil Alsikafi
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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
Mar 12
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
Jan 24
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
Jan 8
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
Oct 24, 2019
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
Aug 27, 2019
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
Jun 12, 2019
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
Apr 2, 2019
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White Brook Capital Insights


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