White Brook Capital Partners, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. White Brook Capital Partners maintains its outperformance against the S&P Midcap 400 year to date, boasting a 6.49% increase compared to the index’s 4.28% gain. However, it falls short of the S&P 500’s […]
Artificial intelligence (AI) is one of the market's hottest trends right now, and getting your portfolio aligned to take advantage of this trend for 2024 is paramount before 2023 arrives. While the market is full of exciting AI investments, there are three that I think stand out above the rest. Alphabet and Microsoft are the most alike, as their respective cloud computing offerings (Alphabet's Google Cloud and Microsoft's Azure) are vital in AI proliferation.
Gates has softened over the years, while Musk appears to only have doubled down.