Letters by company
Rapid Micro Biosystems, INC.
5 letters discussing RPID. 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 $122MCCLD $112MCDXS $105M
- White Brook Capital First Quarter 2026 Commentary White Brook Capital bought S&P Global during an AI-related sell-off and added ICON after its revenue-recognition inquiry, arguing both prices discount durable franchises. It expects Perma-Fix’s Hanford ramp, Sanara’s hospital penetration, and Rapid Micro’s follow-on orders and vendor savings to drive upside, while warning that oil, inflation and AI uncertainty complicate the outlook. First Quarter 2026 ICLR $15BPESI $331MRPID $38M
- 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 $6.7BFND $5.3BGOOGL $3.6T
- White Brook Capital Third Quarter 2025 Commentary White Brook Capital argues that AI infrastructure spending mixes genuine demand with speculative financing and sees narrative-driven valuations obscuring cash-generative businesses. The firm sold Tile Shop after its proposed delisting, retained its small-cap concentration, and expects operational changes at Portillo's and Target to strengthen their investment cases. Third Quarter 2025 PTLO $516MRGTI $4.1BTGT $74B
- White Brook Capital Second Quarter 2025 Commentary White Brook Capital replaced its midcap-only approach with Ethical S&P 500, Small and Micro-Cap, and All-Cap strategies, applying stricter exclusions for defense-related and vice businesses. The All-Cap portfolio favors housing construction and AI infrastructure providers such as Nvidia while remaining cautious on model developers making heavy capital commitments. Second Quarter 2025 NVDA $4.2T
