White Brook Capital
Our archive holds 6 letters from White Brook Capital, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 4
- March 2026
Sanara Medtech is a wound care company with distributor-driven adoption and growing clinical evidence, guiding to solid growth with potential acceleration and significant upside under strong leadership.
Read the full thesis - March 2026
Perma-Fix Environmental is a hazardous waste and PFAS treatment company with a long-duration Hanford nuclear waste ramp and potential DOE contract wins plus PFAS optionality.
Read the full thesis - December 2024
Afya Limited is a strong investment opportunity due to its stable operations and growth, despite recent stock price challenges, with significant potential for returns if the Brazilian currency stabilizes or improves.
Read the full thesis - December 2024
Box’s AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
Read the full thesis
Letter archive · 6
2025
Get White Brook Capital’s next letter the day it lands
We track White Brook Capital alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.
View plans→