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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.

4/29/24: CTT – research note, refreshed model, and third party research added;
4/27/24: LDO – research note, refreshed model, and third party research added;
4/26/24: SPV3B – flash note, third party research added
1/30/24: NexGen – flash note added;
1/19/24: Bolloré – research report and refreshed models added; Coinvestment I & II: third party research added
1/8/24: Rentokil – research initiation report and model added
1/4/24: Coinvestment II: third party research added
12/31/23: S4 Capital: Research update and refreshed model added; Portfolio 2-Pager added.
12/28/23: Coinvestment I: Research flash note and external research added
11/19/23: Coinvestment II: Research update and model added
11/12/23: Energy: Texas Pacific Land research note added; NexGen: conversation notes added
11/11/23 Coinvestment I & III – flash notes and third party research added;
10/16/23: Portfolio 2-pager added on Portfolio page; Coinvestment I & II – third party research added;
10/3/23: Coinvestment I – research update, refreshed model added & third party research added;
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

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

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