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    Eric Greig

    Principal Analyst at Four Tree Island Advisory

    Eric Greig is a Principal Analyst at Four Tree Island Advisory, specializing in deep fundamental research and investment strategy across a diverse range of sectors. He has covered companies such as Garrett Motion Inc. and is recognized for his strong performance record, including investment ideas that have outperformed benchmarks by nearly 17%, as well as notable rankings and awards in industry competitions. Greig has been an active contributor to buyside investment communities since at least the mid-2010s, joining Four Tree Island Advisory after gaining experience in the field and consistently earning recognition, including awards from SumZero and features on Forbes.com and Barron's.com. He maintains professional investment advisory credentials in accordance with SEC and state regulations.

    Eric Greig's questions to Garrett Motion (GTX) leadership

    Eric Greig's questions to Garrett Motion (GTX) leadership • Q2 2025

    Question

    Asked about the potential long-term revenue size of the large turbo business for data centers and pressed for more details on the non-linear nature of stock repurchases, questioning the lower buyback amount in a strong cash flow quarter.

    Answer

    The large turbo business for applications like data centers is expected to grow into the hundreds of millions of dollars in revenue within the next 3-5 years, but reaching 10% of total company revenue is unlikely. Regarding stock repurchases, the company reiterated that the activity is not linear and that it maintains flexibility and 'dry powder' for opportunities like block trades, while remaining committed to its overall capital return framework.

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