Letters by company

Triple Flag Precious Metals Corp.

1 letter discussing TFPM. Everything written about it on this site is on its ticker page.

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