White Brook Capital is a fund founded by Basil Alsikafi last year in August. The fund delivered negative returns of about 35.79% in the first quarter. Basil Alsikafi said in a letter to investors (download a copy here) that Itron Inc (NASDAQ:ITRI) stock struggled in the first quarter. The stock fell in the first quarter due to the coronavirus pandemic. The competitive position of the company is weakened by the virus. Here is what Alsikafi said:
“Itron sells services that allow utilities and...
