White Brook Capital Insights
ArchiveTopAbout
Today, White Brook released its first quarter 2021 commentary. If you are a current client or an accredited investor, click here to read more. As alway…
Basil Alsikafi
Apr 16CommentShare
In this week’s Laps and Gaps Podcast, I spoke with Phil Ordway of Anabatic Capital about the airline industry. Phil is a clear thinker and I thought it…
Basil Alsikafi
Feb 9CommentShare
Today, White Brook released its fourth quarter 2020 commentary. If you are a current client or an accredited investor, click here to read more. As alwa…
Basil Alsikafi
Jan 25CommentShare
I think there’s a couple of things that we know about Apple Fitness + already. Having basically never seen the service, read a review, or knowing anyth…
Basil Alsikafi
Dec 14, 2020CommentShare
Today, White Brook released it’s third quarter 2020 commentary. If you are a current client or an accredited investor, click here to read more. As alwa…
Basil Alsikafi
Oct 23, 2020CommentShare
Today, White Brook released it’s second quarter 2020 commentary. If you are a current client or an accredited investor, click here to read more.
Basil Alsikafi
Jul 23, 2020CommentShare
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
Apr 16, 2020CommentShare
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, 2020CommentShare
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, 2020CommentShare
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, 2020CommentShare
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, 2019CommentShare
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, 2019CommentShare
© 2021 Basil Alsikafi. See privacy, terms and information collection notice
Publish on Substack