Letters by company

Jakks Pacific INC

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

White Brook Capital Full Year 2025 Commentary White Brook Capital argues that bitcoin treasury companies have moved from premium-priced vehicles to a government-rescue wager, while questioning AI infrastructure spending and software valuations. Its All Cap strategy added Alphabet amid weakness, retains Nvidia and TSM, and stays overweight Builders FirstSource and Floor & Decor on housing demand. Full Year 2025 BLDR $5.8BFND $4.9BGOOGL $4.3T