Reading Time: approximately 10 minutes. Click here to read this letter in PDF Format. Dear GreenWood Investor: Our performance thus far in 2023 has been decent. We have performed in line or above global indices as of July in all…
This article is the final in a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show how recent ESG efforts to define business sustainability…
Reading Time: 7 minutes. Click here to read the letter in PDF format. Dear GreenWood Investor: Please pardon the delayed delivery of this fourth quarter letter. As telegraphed in the third quarter letter from December, we had…
Last week, GreenWood and other like-minded Leonardo shareholders, together filed to nominate a minority slate of board candidates for the company. We are pleased to publish our presentation The Right Experience at the Right Time and we look forward to…
Reading Time: 10 minutes. Click here to read this letter in PDF format. Dear GreenWood Investor: Embracing the Volatility "Trying to determine what is going on in the world by reading newspapers is…
Reading Time: 21 Minutes. Click here to read this letter as a PDF. The Use of Adversity "Always seek out the seed of triumph in every adversity.” -Og Mandino This year has been humbling for us. Our second quarter performance was…
Estimated Reading Time: 10 minutes. Click here to read this article as a PDF. "Bad companies are destroyed by crisis, good companies survive them, great companies are improved by them.” -Andy Grove This letter will be briefer than usual, as…
Estimated Reading Time: 25 minutes. Click here to read this article as a PDF. The Acceleration Of Time “In winter, I plot and plan. In spring, I move.” -Henry Rollins We’re all living through the most unusual times. This letter…
Estimated reading time: 18 minutes. Click here to read this in PDF Format. When Defense Misfires “Offense wins games. Defense wins championships.” This past quarter, much of my curiosity has been focused on the differences between offense and defense. Given…
The heightened news-flow in recent weeks surrounding energy prices and government mandated carbon-zero targets, coupled with the entry of Sprott into the physical uranium market has created much interest in the uranium and nuclear space. We do believe the increased…