White Falcon Capital Management
White Falcon CM
Mar 2025 → Sep 2025
Our archive holds 3 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of White Falcon Capital Management for every strategy.
Its investment theses
- Ag Growth InternationalSep 2025Ag Growth International is a promising investment opportunity with a strong market position and a focus on growth, despite current soft commodity price challenges.
- GrifolsMar 2025Grifols is a severely undervalued company with strong operational improvements and record revenue growth, making it an attractive investment opportunity.