Letters by company

Genus plc

1 letter discussing GENSF. Everything written about it on this site is on its ticker page.

GreenWood Investors First Half 2026 Letter to Investors GreenWood Investors avoided the late-stage AI investment cycle while recycling capital from Leonardo after its valuation rose beyond the expected earnings outlook. It added materially to Jack in the Box following its refinancing and leadership change, and is pressing Swatch Group through Swiss court actions over board accountability. CTT remains a core transformation case, centered on a potential BancoCTT monetization and redeployment into logistics or buybacks. First Half 2026 CTTOF $935MJACK $258MUHR $12B