White Falcon Capital: “The Biggest Mistake in this Basket has Been Farfetch (FTCH)”

White Falcon Capital Management LLC, an investment management firm, published its fourth quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly net increase of 2.52% has been recorded by the fund for the fourth quarter of 2022, below the S&P 500 (CAD) Index’s 5.25% gain for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.

In its Q3 2022 investor letter, White Falcon Capital Management...