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White Brook Capital

Dec 2024 → Sep 2026 · 2 funds

Our archive holds 7 letters from White Brook Capital, behind 13 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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7
Letters
16
Companies
1
Moves
13
Theses

What they bought and sold · 1 move

  • New positionS&P Global
    March 2026
    “White Brook bought a position during the first quarter when one of the quarter’s AI driven market 3 sell-offs drove the price from >$550 to ~$380 on the speculation that artificial intelligence will destroy its moat.”
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Companies held · 16

Every company White Brook Capital has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 13

  • SK Hynix
    September 2026

    SK Hynix is held as a leading compute enabler with attractive valuation and locked-in revenue.

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  • FuboTV
    September 2026

    FuboTV is backed for its scaled live-TV platform, Disney integration, and potential to expand margins and durable cash flow.

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  • Netflix
    September 2026

    Netflix is viewed as cheap relative to its strong free cash flow, low churn, and optionality in ads and new services.

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  • Perma-Fix
    September 2026

    Perma-Fix is supported by ramping waste shipments, a large long-term tank waste opportunity, and undervaluation versus future cash flow.

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  • Rapid Micro Biosystems
    September 2026

    Rapid Micro Biosystems is seen as an inexpensive way to access a growing installed base and recurring consumables revenue with upcoming US factory tailwinds.

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  • Ascent Industries
    September 2026

    Ascent Industries is viewed as attractively priced on cash and sales, with cost savings potentially turning growth into cash generation.

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  • CareCloud
    September 2026

    CareCloud is valued modestly despite double-digit growth and could benefit from margin improvement as acquisitions integrate.

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  • OptimizeRx
    September 2026

    OptimizeRx is considered attractively priced on reduced 2026 sales, with improved ad monetization and a likely recovery in 2027.

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  • Codexis
    September 2026

    Codexis is valued attractively for its enzyme business and optionality from RNA manufacturing and siRNA growth.

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  • Sanara Medtech
    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.

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  • Perma-Fix Environmental
    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.

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  • Afya Limited
    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.

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Letter archive · 7

2026

2025

2024

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