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Year End 2023 Letter

Reading Time: approximately 12 minutes. Click here to read this letter in PDF Format. Dear GreenWood Investor: Fundamental Momentum “Opportunities multiply as they are seized.” —Sun Tzu We are pleased to report a year of good progress for our investors,…

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Mental Model: Price Incentives

What better day to discuss the power of price incentives on a business than Black Friday? There is none, and so let’s dive right in with our thesis: temporary price incentives undermine the quality of the demand for a company’s…

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