White Brook Capital Partners, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. White Brook Capital’s middle capitalization ...
Box, Inc. remains a buy as revenue growth accelerates, underpinned by strong billings, RPO, and AI-driven product adoption. Q3 revenue grew 9% y/y to $301.1M, with suites at 64% of revenue, robust ...
I'm upgrading Box to a buy after a strong Q1 "beat and raise" and accelerating billings growth, signaling renewed momentum. Box benefits from high-margin, sticky recurring revenue and is finally ...
The global economy in 2025 is expected to face modest growth amid ongoing challenges, with projections for US GDP at 2%, the Eurozone at 0.9%, and China at 4.2%. Inflation is likely to remain high ...
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