White Brook Capital’s Thoughts and Views, White Brook Capital

White Brook Capital

White Brook Capital’s Thoughts and Views

White Brook Capital LLC is a socially responsible, investment advisory firm founded in 2016, based in Chicago. The Company invests separately managed accounts and manages the White Brook Capital Partners fund for qualified investors

Equity Bottom-Up

<ul><li>2024 was a forgettable year for White Brook Capital’s middle capitalization focused fund.</li><li>Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025 guidance.</li><li>We’ve had a good first 3 weeks of 2025 and are looking forward to a much better year.</li></ul>

2024 was a forgettable year for White Brook Capital’s middle capitalization focused fund.Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025 guidance.We’ve had a good first 3 weeks of 2025 and are looking forward to a much better year.

<ul><li>Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. </li><li>To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.</li><li>Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. </li></ul>

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. 

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

United States

Box, Inc. develops internet applications software. The Company operates a content sharing platform that enables users to share, access, and manage content in the cloud, as well as provides mobile access, online file storage, and online collaboration solutions. Box serves customers worldwide.

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Box Inc Class A (BOX US)

WBC Partners Position Overview

Our fortunes have reversed so far in 2025 as several of our portfolio companies have preannounced 4th quarter results and given constructive 2025...

White Brook Capital

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

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing.

White Brook Capital

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