Cedar Grove Capital Management | Paul Cerro | Substack

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Recent posts

HIMS Q1'25 Earnings Leaves Investors In A Holding Pattern

Why we think the guidance plays a bigger role than most think going into the rest of the year

May 6 •

Company Meeting Notes from Planet Microcap Conference 2025

Summarized notes from our conversation with 13 microcap companies

Apr 28 •

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

Why we've decided to look at this opportunity after an >50% drawdown

Apr 17 •

Market Ignores CPRI Divestment; An Opportunity For New Investors

Why we still think CPRI shareholders can make an outsized return from selling Versace

Apr 13 •

Q1'25 CGC Quarterly Letter

Performance, positions, and commentary

Apr 6 •

Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape

Conversation for intellectual property focused on Hims GLP-1 business

Mar 25 •

Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

ALC is getting a sweetheart deal and grossly undervalues LNSR

Mar 24 •

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print

Mar 19 •

Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO

Going over earnings for the first four companies + a quick update for SHCO

Mar 11 •

HIMS: Napoleon Begins His March Towards Russia?

Post-Q4 Earnings Commentary

Mar 3 •

1:23:04

🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook

How a look back in time gives us a potential view on how the future might look

Feb 27 •

LNSR: LENSAR Upside Into Global Clearance Looks Compelling

Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment

Feb 24 •

Investors

Want to Invest With Us?

Press

HIMS / FDA Tirzepatide Shortage

Hunterbrook Media

TPR & CPRI vs FTC - M&A Arb

Hunterbrook Media

Peloton Turnaround Takes Root

Why Your Vet Bill is So High

Peloton CEO Steps Down

Podcasts & Interviews

Understanding Shorting - 3.20.25

Best Anchor Stocks

Exploring Investment Strategies - 11.5.24

Investing for Beginners Podcast

Micro-Cap Investing - 10.24.24

Planet Micro Cap

From Investment Banking to Fund Management - 10.30.24

Security Analysis

Red Cat Holdings (RCAT) Special Situation - 8.27.24

Yet Another Value Blog

Hims (HIMS) Flying Too Close To The Sun - 8.27.24

Chit Chat Stocks

RH & Luxury -12.14.23

Chit Chat Stocks

General Chat - 11.14.23

Margin of Safety

Buying SMBs - 12.22.22

Chit Chat Stocks

Consumer Talk - 12.08.22

Consumer & Cannabis Talk - 7.28.22

Petco Health & Wellness (WOOF) - 7.28.22

Chit Chat Stocks

Xponential Fitness (XPOF) - 6.16.22

Chit Chat Stocks

Misc

Twitter Spaces / Recordings

Recommendations

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Paul Cerro's Newsletter

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Side of Weed Cannabis Research

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Cedar Grove Capital Management

Cedar Grove Capital Management

Multi-strategy investment fund focused on L/S, M&A Arb, and other Special Situations.

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