Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Deepseek implications
This post has been crossposted at “The Economics are Just Too Good”
Jan 28
Share this post
White Brook Insights
Deepseek implications
Copy link
Facebook
Email
Notes
More
WBC Partners Position Overview
Partners Portfolio Overview
Jan 23
5
Share this post
White Brook Insights
WBC Partners Position Overview
Copy link
Facebook
Email
Notes
More
White Brook Capital Current Macro Thoughts
With the transition to the Trump administration and potentially significant changes in economic policy under this relatively popular, new, but lame duck…
Jan 22
Share this post
White Brook Insights
White Brook Capital Current Macro Thoughts
Copy link
Facebook
Email
Notes
More
December 2024
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, 2024
1
Share this post
White Brook Insights
Rapid Micro Biosystems (RPID) - Net/Net Netting Bugs out of our Medicines
Copy link
Facebook
Email
Notes
More
2
November 2024
5 Thoughts for Thanksgiving 2024
Thanksgiving can make for some awkward moments in these politically charged times.
Nov 25, 2024
Share this post
White Brook Insights
5 Thoughts for Thanksgiving 2024
Copy link
Facebook
Email
Notes
More
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, 2024
2
Share this post
White Brook Insights
Krispy Kreme Follow-up - Marketing Analysis
Copy link
Facebook
Email
Notes
More
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, 2024
3
Share this post
White Brook Insights
Krispy Kreme (DNUT) - Undervalued, fluffy deliciousness, coming soon to a location near you (with improved returns)
Copy link
Facebook
Email
Notes
More
October 2024
White Brook Capital Partners 3Q24 Quarterly Commentary
Today, White Brook released its third quarter 2024 commentary.
Oct 22, 2024
Share this post
White Brook Insights
White Brook Capital Partners 3Q24 Quarterly Commentary
Copy link
Facebook
Email
Notes
More
August 2024
Buyouts
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, 2024
1
Share this post
White Brook Insights
Buyouts
Copy link
Facebook
Email
Notes
More
1
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, 2024
2
Share this post
White Brook Insights
Housing - Is the Thesis Broken?
Copy link
Facebook
Email
Notes
More
1
June 2024
Chat GPT Makes as Foolhardy a Bet as Apple Does a Genius One
A White Brook Capital Insight
Jun 13, 2024
Share this post
White Brook Insights
Chat GPT Makes as Foolhardy a Bet as Apple Does a Genius One
Copy link
Facebook
Email
Notes
More
May 2024
Portillo's - Growing Money Trees ($PTLO)
Today, White Brook Capital published its company evaluation of Portillo’s, ticker $PTLO, the Chicago-based fast casual restaurant group.
May 28, 2024
2
Share this post
White Brook Insights
Portillo's - Growing Money Trees ($PTLO)
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
