GreenWood Investors is known for producing valuable in-depth research on its investment ideas. Our research is award-winning and company-changing.
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There’s a lot more where that came from.
We publish research, models & notes on our entire portfolio for investors to both deepen our collaboration and transparently align our interests and views. Here’s what we’ve published lately.
9/4/23: Coinvestment III – research update and refreshed model added; Coinvestments I & II – third party research & transcripts added
9/3/23: PDD – research initiation report and simple model added
6/28/23: Coinvestment III – Letter to BoD added
6/27/23: Quarterly Letter added; Portfolio 2-Pager added; Coinvestment II – conference notes added
5/11/23: Coinvestment II – research update note added
5/4/23: Coinvestment I: flash note and research added
5/4/23: Coinvestment III: flash note added
4/19/23: Coinvestment II – new presentation added
3/12/23: Coinvestment II – research update note & refreshed presentation added
11/7/22: Coinvestment I: Research update and model added
11/6/22: Energy: International Petroleum research note added
11/5/22: NexGen: onsite visit notes added
10/25/22: Verano: conversation notes added
10/4/22: Other Shorts – Hugo Boss research note added
9/4/22: RH: research initiation report and simple model added
9/3/22: Verano: conversation notes added
8/23/22: Softbank: research initiation report and simple model added
8/15/22: NexGen: conversation notes added
8/8/22: Coinvestment II – industry discussion added
8/3/22: Kodiak Sciences – research initiation & model added
7/18/22: Aston Martin: conversation notes & refreshed model added
7/13/22: Bolloré – flash note & refreshed model added
6/20/22: Coinvestment I – flash note & research added
6/10/22: Other Shorts – Vista Outdoor research note added
6/9/22: Other Shorts – Hewlett Packard research note added
5/20/22: Verano: executive zoom replay added
5/18/22: Superdry: conversation notes added
5/16/22: S4 Capital: conversation notes added
5/5/22: Coinvestment I: flash note and refreshed model added
4/28/22: Bolloré: refreshed model and charts added
4/24/22: Coinvestment II: conversation notes added; MEI Pharma: flash note & refreshed model added
4/21/22: Verano: flash note & refreshed model added;
4/18/22: Capricorn Energy: flash note added
4/17/22: NexGen: conversation notes and other research added
4/14/22: Liberty Tripadvisor: refreshed model added
4/12/22: MEI Pharma: conversation notes added
4/9/22: S4 Capital: conversation notes added
4/5/22: Coinvestment I: flash note & other research added
3/29/22: Superdry: expert transcripts and refreshed model added
3/27/22: MEI Pharma: flash note and refreshed model added
3/22/22: Coinvestment II: flash note and refreshed model added
3/14/22: Aston Martin: refreshed model and expert transcript added
2/28/22: Coinvestment II: flash note added
2/13/22: Peloton & Twitter: refreshed models added
2/7/22: Verano: research note added
2/5/22: CTT: research note & refreshed model added;
1/31/22 – MEI Pharma: conversation notes added; Twitter: refreshed model added;
1/23/22 – Coinvestment I: research note, refreshed model & presentation added;
1/8/22 – Aston Martin: thesis update added
1/5/22: Superdry: Chairman meeting notes added; Biffa: conversation notes added;
12/31/21: Coinvestment II: refreshed note & model added, conversation notes added;
12/24/21: Bolloré: research flash note & refreshed model added
12/17/21: MEI Pharma: conversation notes added
12/1/21: MEI Pharma: refreshed model & flash note added
11/23/21 – Other Shorts: 2 Post-Mortems added; Dassault Aviation: 2 expert calls, refreshed model added.
11/14/21 – NexGen: Conversation notes re: CRDN added
11/12/21 – 3M: new research page added (note & model); Dassault Aviation: new research page added (note & model)
11/11/21 – MEI Pharma: refreshed model added; Liberty TripAdvisor: refreshed model added
11/5/21 – Superdry: Management meeting notes added
11/3/21 – Coinvestment 1: presentation added
10/28/21 – Twitter: thesis update added; Superdry: thesis update added; Bolloré: thesis update & refreshed model added
10/26/21 – Twitter: refreshed model added
10/21/21 – Bolloré: refresh model added
10/16/21 – Bolloré: presentation added
10/10/21 – Liberty TripAdvisor: flash note & refreshed model added
10/8/21 – Bolloré: Management meeting notes & refreshed model added
10/7/21 – Superdry: Management meeting notes added
9/6/21 – NexGen: Management meeting notes added
8/26/21 – Peloton: refreshed model added
8/10/21 – Coinvestment II: Research initiation, model added
6/16/21 – Aston Martin: Chairman call notes added
6/12/21 – Coinvestment I: flash note added; NexGen: management zoom added;
6/5/21 – NexGen: research report added
5/29/21 – Bolloré / Odet: research update & refresh model added
5/25/21 – Coinvestment I: flash note added
5/23/21 – Reynolds Consumer Products: research note added
5/18/21 – Coinvestment I: flash note added
5/12/21 – Superdry: management meeting notes added
3/26/21 – CTT: management zoom, research update & model added
3/23/21 – Coinvestment I: research update & model added
3/22/21 – Liberty TripAdvisor: refreshed model added
3/21/21 – Telecom Italia: refreshed model added
3/11/21 – Telecom Italia: management meeting notes added
3/7/21 – Aston Martin: management meeting notes added
3/2/21 – Vertiv: management zoom replay added
2/23/21 – Aston Martin: research note and model added, Liberty Tripadvisor: research note and refreshed model added
3/2/21 – Vertiv: management zoom replay added
2/18/21 – Coinvestment I: flash note added, MEI Pharma: flash note added
2/10/21 – Peloton: research update note & refreshed model added
2/9/21 – MEI Pharma & Twitter: refreshed models added
2/4/21 – MicroStrategy: research note and model added
1/24/21 – SPAC Short #1: research note and model added
1/21/21 – Superdry: CEO conversation (Video) added
1/17/21 – Superdry: research initiation added
12/7/20 – S4 Capital: CEO conversation (video) added
11/24/20 – Telecom Italia: CEO meeting notes added
11/18/20 – S4 Capital: research initiation and model added; Coinvestment: Presentation and additional materials added.
11/15/20 – Biffa: management notes added
11/12/20 – Peloton: refreshed model added
11/11/20 – Liberty TripAdvisor: refreshed model added; Twitter: refreshed model added;
11/8/20 – SuperDry: management interview video added;
10/29/20 – Coinvestment: presentation added; Leonardo: conversation notes added; Biffa: conversation notes added; Cameco: conversation notes added.
10/13/20 – Leonardo: research note & model added; Telecom Italia: conversation notes added; Coinvestment: conversation notes added.
9/25/20 – CTT: zoom conversation replay posted;
8/30/20 – Rolls-Royce: research note & updated model posted;
8/26/20 – CTT: Research note posted; Biffa: research note & model posted;
8/24/20 – Twitter & Liberty TripAdvisor: refreshed model & range of outcomes updated;
8/10/20 – CTT: research note and refreshed model added;
7/23/20 – CTT: flash note added; MEI Pharma: flash note added;
7/10/20 – Rolls-Royce: flash note and updated model added;
7/2/20 – MEI Pharma: updated model added;
6/26/20 – Twitter: research note & model added;
6/25/20 – Open Lending: research note & model added;
6/23/20 – Liberty TripAdvisor: flash note & refreshed model added;
6/1/20 – MEI Pharma, Hexagon & Wynn: flash notes added;
5/13/20 – Exor & Rolls-Royce: refreshed models added;
5/12/20 – Peloton: refreshed model added;
4/29/20 – Peloton: research note and model added;
4/20/20 – MEI Pharma: research note and refreshed model added;
4/9/20 – Coinvestment: research note and refreshed model added;
4/7/20 – Rolls-Royce: research note and refreshed model added;
4/3/20 – Cameco: research note and model added;
3/18/20 – Bolloré: flash note added;
3/17/20 – Vertiv: brief research overview added;
3/9/20 – Boeing: flash note added;
3/8/20 – Telecom Italia: research note and model added;
3/1/20 – TripAdvisor: flash note & refreshed model added;
2/23/20 – Coinvestment: flash note added; Rolls-Royce: flash note & refreshed model added
2/10/20 – MEI Pharma: flash note & refreshed model added
2/6/20 – Coinvestment: flash note added
12/26/19 – Boeing: Research note and refreshed model added
12/22/19 – MEI Pharma: Research note and refreshed model added
12/6/19 – TripAdvisor: Research note and refreshed model added
11/28/19 – Rolls-Royce: Research note and refreshed model added
11/13/19 – Coinvestment: Research note and refreshed model added; Spectrum Brands: Research Page Added; Leonardo: Research Page Re-Added
10/19/19 – Boeing: Research note and refreshed model added
10/8/19 – Boeing: Research note and model added
10/4/19 – MEI Pharma: Flash note and refreshed model added
10/2/19 – Criteo: Flash note and refreshed model added
10/1/19 – Coinvestment: Flash note added
9/26/19 – Cairn Energy: Comprehensive research note and refreshed model added
9/19/19 – MEI Pharma: Comprehensive research note and refreshed model added
9/14/19 – Exor: Comprehensive model added
8/20/19 – Exor: Full research note and refreshed model added.
8/9/19 – TripAdvisor: research note and refreshed model added.
8/2/19 – Coinvestment: research note and refreshed model added; Piaggio: refreshed model added.
7/22/19 – TripAdvisor: flash note and refreshed model added;
7/17/19 – Coinvestment: flash note added;
6/17/19 – MEI Pharma: research note, refreshed model added.
6/16/19 – Coinvestment: research flash note, refreshed model added.
5/16/19 – TripAdvisor: research update, refreshed model and new survey added; Canadian Short #1: refreshed model posted.
5/5/19 – TripAdvisor: research update and refreshed model posted
4/26/19 – Exor: meeting notes posted
4/23/19 – Bolloré: research report and refreshed model posted
4/23/19 – Piaggio: meeting notes added
4/1/19 – Canadian Short #2: research report and refreshed model posted
3/16/19 – Rolls-Royce: research update and refreshed model posted
3/10/19 – Rolls-Royce & Criteo: refreshed models posted
2/25/19 – Coinvestment: quarterly research update and model posted
1/18/19 – Canadian Short #2: 2-pager intro added
1/8/19 – Criteo: 5-pager intro and model added
12/26/18 – Bolloré: research update and refreshed model added
12/3/18 – MEI Pharma: research note and refreshed model added
11/21/18 – TripAdvisor: research update and refreshed model added
11/11/18 – Coinvestment: quarterly research update added
11/8/18 – Coinvestment: updated model added; TripAdvisor: updated model added
11/5/18 – Ferrari: updated model added
10/30/18 – Rolls-Royce: presentation added
10/27/18 – Coinvestment, Bolloré, & Exor: refreshed models added, Conference presentation added
Closed Positions
Award Winning
Our research has won numerous awards, including the top prize in FactSet / SumZero’s Top Idea Tournament. Our research on Leonardo (Finmeccanica) won the highest number of votes and first place points than any other idea in any of SumZero’s previous contests. We were so happy to receive these important awards, and have added them to our growing list of accolades our deep fundamental research has received.
Where We've Been Featured
