greenwoodinvestors
This article is the 4th in a 6-part series by GreenWood Investors, examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show how recent ESG efforts to define business sustainability fall very short. Q4 2020 hedge fund letters, conferences and more The Monopolist’s Curse: United Fruit CompanyThe very odd Covid-modified holiday period had me unusually nostalgic for past Christmases, where traditions were supplemented by a longer reading list, with a particular focus on the period following the last major global pandemic...
ValueWalk
GreenWood Investors’ interview with Sir Martin Sorrell of S4 Capital, titled, “Merging Management & Ownership.” Q3 2020 hedge fund letters, conferences and more Interview with Sir Martin Sorrell of S4 CapitalIn early December we had a lively chat with legendary Builder Sir Martin Sorrell of S4 Capital, which we’ve owned since March 2020. Almost as if he wanted to front-run our white paper on value creation coming out later this year, this M&A mastermind discussed the fundamental importance of merging management with the ownership of the company. For someone so good at capital allocation, he sp...
ValueWalk
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