GreenWood Investors 1Q20 Commentary
GreenWood Investors letter to investors for the first quarter ended March 31, 2020, discussing their long position in CTT Correios … Read more
GreenWood Investors letter to investors for the first quarter ended March 31, 2020, discussing their long position in CTT Correios … Read more
This is the first article your author is writing for GreenWood – I recently became part of the team. I joined … Read more
GreenWood Investors letter for the first quarter ended April 30, 2018;titled, “A Builder’s Approach To Public Markets.” Q1 hedge fund … Read more
This post is a bit of an experiment. My good friend Steven Wood and I started discussing some collaborations a … Read more
We get by with a little help from our friends. The back-testing for this article was done by our dear … Read more
Click here to read our fourth quarter letter which, at this inflection point in our growth, reviews where we’ve been … Read more
Many thanks go to David Easley and Jon Kleinberg at Cornell for making their research on auctions publicly available. It’s a … Read more
“The only rock I know that stays steady, the only institution I know that works, is the family.” Lee Iacocca … Read more
Would you rather a 5x in 4 years (IRR 50%) or would you rather a 40% quick pop on a … Read more
Given it’s late summer and Europe is about to clock out for a month, it’s fitting in more than a … Read more
Greenwood Investors letter to investors for the second quarter ended June 30, 2017. Dear GreenWood Investor: We’ve had a satisfactory … Read more
Take a quick holiday with two patriots in Roma, as we review the investment case for Piaggio (PIA IM). Not … Read more
Every grocery retailer in the United States, and perhaps even Europe, has undoubtedly called emergency board meetings for this weekend. Amazon’s attempted … Read more
A favorite cocktail party question we had a few years ago was, “which business do you think will get amazoned next?” … Read more
Steven Wood, CFA at GreenWood Investors BN2017 Hedge Fund Letters Please click here to read out first quarter letter to investors. … Read more