White Brook Capital – Box Inc.: Stronger Today On Almost All Fronts


  • Three years ago, Box was an enterprise software company focused on document collaboration.
  • As it looked forward, BOX hoped to build on those capabilities with a new workflow automation tool and expand its fledgling artificial intelligence capabilities.
  • As the world’s workforces started working hybridly/remotely, the boundaries of offerings were run into more often and BOX’s extended capabilities in comparison have become more obvious.
  • Many investors still don’t understand the boundaries of their competitors’ offerings and continue to regard Box, despite their growth, as a commodity offering.

ERP, document management concept.Businessman working with laptop computer with icons on virtual screen and office blur background.


The following segment was excerpted from this fund letter.

Box Inc (NYSE:BOX)

Given the Fund’s three-year mark, I thought it appropriate to revisit our largest position over that period, Box, Inc.

Three years ago, Box was an enterprise software

table: pay of the top executives appears to be in reverse to the value provided.

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