Letters by company

Ivanhoe Mines Ltd.

1 letter discussing IVN. 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