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…
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…
An important mental model for investors to use is the power of feedback loops. These exist in nature everywhere, as well as some of the best and least-loved sectors in the investment universe. Many internet companies are the beneficiaries of positive…
Please click here to read our brief quarterly letter reviewing our opportunity set and a couple new positions. Additionally, our presentation on EXOR was selected by the Ira Sohn foundation as a finalist in the stock-picking contest. I’m convinced the…
Click here to read our brief quarterly letter reviewing the decisions we’ve made throughout the last year, the results and our outlook for what will surely be an eventful year! In Summary: We’re avoiding over-valued US sectors like the plague As…
We recently put the following chart together that shows just how cheap and high quality Cairn Energy (CNE LN) is relative to the entire universe of independent exploration & production companies (E&P) with market caps above $250 million. In the…
We've recently published our research on Contango Oil & Gas, for various reasons we couldn't post it until today. Please let us know if you have any contrary thoughts at info@gwinvestors.com. To view a PDF version of the report, please…