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White Falcon Capital Management's investment thesis on Rover Group, Inc. ($ROVR) — Q4 2023 | Buyside Digest

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$ROVRNASDAQRover Group, Inc.

BULL

White Falcon Capital Management—ROVR

Fund Letter

Q4 2023

Published January 17, 2024

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Rover demonstrates that conventional low-multiple screens fail to capture true value for businesses that are temporarily underearning. Despite trading at...

— Balkar Sivia, CFA

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