Letters by company

Codexis, INC.

1 letter discussing CDXS. Everything written about it on this site is on its ticker page.

White Brook Capital Third Quarter 2026 Commentary White Brook Capital favors compute enablers and advertising-rich platforms over frontier-model providers, adding Nvidia, Taiwan Semiconductor, SK Hynix, Alphabet and Meta while arguing FuboTV and Netflix can benefit from shifting media economics. Its small-cap strategy retains Perma-Fix, Rapid Micro, Ascent, CareCloud, OptimizeRx and Codexis despite execution delays, capital concerns and policy-driven demand disruptions. Third Quarter 2026 ACNT $123MCCLD $79MCDXS $136M