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Second Quarter Letter

While the results this quarter have been somewhat boring, the underlying pace of activity of GreenWood is accelerating. Click here to read our second quarter letter describing our opportunity set - it’s never been better. Our portfolio has an unprecedented…

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Cairn Energy (CNE LN): Outlier

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…

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