Archive - White Brook Insights

Rapid Micro Biosystems (RPID) - Net/Net Netting Bugs out of our Medicines

Today, White Brook Capital published its company evaluation of Rapid Micro Biosystems, ticker RPID, an automated quality control company for…

Dec 17

November 2024

5 Thoughts for Thanksgiving 2024

Thanksgiving can make for some awkward moments in these politically charged times.

Nov 25

Krispy Kreme Follow-up - Marketing Analysis

Today, White Brook Capital published a short follow-up on Krispy Kreme that was part of our initial analysis of the company.

Nov 20

Krispy Kreme (DNUT) - Undervalued, fluffy deliciousness, coming soon to a location near you (with improved returns)

Today, White Brook Capital published its company evaluation of Krispy Kreme, Inc, ticker DNUT, the global donut company.

Nov 8

October 2024

White Brook Capital Partners 3Q24 Quarterly Commentary

Today, White Brook released its third quarter 2024 commentary.

Oct 22

August 2024

Last week, one of White Brook’s core holdings, PetIQ (PETQ) accepted a buyout offer by a private equity firm, Bansk Group, at a ~50% premium to the…

Aug 12

July 2024

Housing - Is the Thesis Broken?

Back in the 1940s, Isaac Asimov wrote books with side stories about things that we, as a society, are still trying to reach.

Jul 4

June 2024

Chat GPT Makes as Foolhardy a Bet as Apple Does a Genius One

A White Brook Capital Insight

Jun 13

May 2024

Portillo's - Growing Money Trees ($PTLO)

Today, White Brook Capital published its company evaluation of Portillo’s, ticker $PTLO, the Chicago-based fast casual restaurant group.

May 28

April 2024

White Brook Capital First Quarter 2024 Commentary

Today, White Brook released its fourth quarter 2023 commentary.

Apr 12

January 2024

White Brook Capital 4Q 2023 Commentary

Today, White Brook released its fourth quarter 2023 commentary.

Jan 25

October 2023

White Brook Capital 3Q 2023 Commentary

Today, White Brook released its third quarter 2023 commentary.

Oct 20, 2023

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