Letters by company

The Swatch Group AG

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

GreenWood Investors First Half 2025 Letter: Durability & Balance GreenWood Investors argues that board-level ownership and durable industry tailwinds are driving value creation at Leonardo and CTT, while management teams expand defense systems, e-commerce logistics and banking opportunities. The firm launched a Swatch coinvestment, pressed for governance reform, and repositioned MEI Pharma around a Litecoin treasury strategy after its clinical assets failed to meet the board’s threshold. First Half 2025 CTTOF $923MFINMF $32BSWGAF $11B