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: 4 minutes Click here for a PDF version of the quarterly letter. Dear GreenWood Investor: “Some men see things as they are and ask, ‘Why?’ I dream things that never were and ask, ‘Why not?’” RFK We…
Earlier in March, we had a lesson in leadership with an Industrial executive giant, Dave Cote. Best known for his time as CEO of Honeywell, Dave has come back to the public markets as the Executive Chairman of Vertiv. We…
Click here to read the second quarter 2020 letter to investors. This one is highly analytical in picking apart our performance, exposures and factor drivers. In it, I explain why we’ve chosen companies off the beaten path, yet remain exposed…
Before it was cool to dump on General Electric and its “we must beat the quarter” Jack Welch-era style management, in a public manner, David Cote did so by proving there was a better way. In his new book, Winning…
We took a bit longer than normal writing our quarterly letter for the first quarter of 2020. Click here to read Confessions. Speed Read: Reporting our performance feels like entering my first confession, and I outline the important psychological effects…