Letters by company

Ag Growth International Inc

2 letters discussing AFN. Everything written about it on this site is on its ticker page.

White Falcon Capital Management Q1 2026 Partner Update Letter White Falcon increased software exposure during the selloff, arguing that incumbent enterprise platforms retain durable moats despite AI-agent risks. The portfolio added Oracle and Unity, rotated capital from lower-conviction holdings into higher-quality ideas, and monitored inflation risks from energy disruption linked to the Iran war. Q1 2026 ORCL $399BU $18B
White Falcon Capital Management Q4 & FY 2025 Partner Update Letter White Falcon added to AMD during April volatility, built a small housing-recovery basket including Huntsman, and trimmed or exited positions whose valuations no longer offered sufficient margin of safety. The firm argues that EPAM, Nu Holdings, NFI and its precious-metals royalties retain favorable long-term setups while markets show increasingly speculative AI pockets. Q4 & FY 2025 HUN $1.5BAMD $905BATZ $10B