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WHITE FALCON
CAPITAL MANAGEMENT LTD.
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Research Process: Management meetings
"Effective questioning brings insight, which fuels curiosity, which cultivates wisdom" - Chip R. Bell White Falcon’s due diligence on...
Sep 14, 20225 min read


Idea Brunch Interview
We were recently interviewed by Edwin Dorsey of Idea Brunch. Idea Brunch is a weekly written interview series where underfollowed...
Jun 15, 20221 min read


Of Narratives and Fundamentals
In December 2021, we wrote a blog post on frothy valuations in the stock market. Since then, the stock market has indeed declined with...
Mar 17, 20224 min read
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