White Falcon Capital Management
White Falcon Capital
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of White Falcon Capital Management for every strategy.
What it bought and sold
We established our position recently at 20x 2026E EPS, which we view as attractive given the company’s quality and the potential upside.