Cedar Grove Capital Management | Paul Cerro | Substack

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Apr 16 •

44:07

RCAT: Event-Driven Trade Could Be Worth ~200%

Dissecting a U.S. Army contract that could reshape the future of Red Cat Holdings

Jul 23 •

17:23

By the Numbers: Modeling Hims GLP-1 Business

What my estimates show through the end of 2025

Jul 10 •

Most Popular

Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt

Jun 12 • Paul Cerro

Spec Sit: Latch $LTCH Trading Below Liquidation Value

Apr 16, 2023

GEN Restaurant (GENK): A Multi-bagger In The Making

May 22 • Paul Cerro

Q2'24 CGC Quarterly Letter

Jul 7 • Paul Cerro

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

May 8 • Paul Cerro

Cava IPO A Boom or a Bust?

Jun 11, 2023 • Paul Cerro

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Recent posts

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

Jul 9 •

Q2'24 CGC Quarterly Letter

First off, I want to thank all of you who have supported my research since going paid. It’s surreal to me the growth that has occurred in a little over…

Jul 7 •

21:46

MAMA: M&A, Meatballs, and Margin Expansion in this Turnaround Story

Listen now | As disclosed in my May 12th post, I held a long position in Mama’s Creations (MAMA) and still do. This company is not sexy and does not…

Jun 26 •

COTW: Cava's Nosebleed Valuation Makes (No)Sense?

Cava is nearing the 1-year mark since its IPO and needless to say, it’s gotten plenty of attention as being the next Chipotle (CMG). I originally…

Jun 16 •

25:14

Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt

Listen now | It’s widely understood why Hims entering weight loss treatment in general is a positive but you need to understand the forces at play here…

Jun 12 •

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

Why I decided to pass on this micro-cap IPO

Jun 4 •

New Position - Quick Pitch: "Going International"

Revealing a new position which is my first investment overseas

May 30 •

24:02

GEN Restaurant (GENK): A Multi-bagger In The Making

Listen now | Key Highlights: Currently a few dozen restaurants with a clear path to a few hundred Some of the highest restaurant AUVs in the industry…

May 22 •

Portfolio Update - 5.12.24

The baseline intro for the CGC paid research service

May 12 •

Podcasts & Interviews

CCM - RH & Luxury - 12.14.23

MoS Investing - 11.14.23

CCM - Buying SMBs - 12.22.22

MBP - Consumer Talk - 12.08.22

MBP - Consumer/Cannabis - 7.28.22

CCM - Petco - 7.28.22

CCM - Xponential Fitness - 6.16.22

Press

Peloton CEO Steps Down

Why Your Vet Bill is So High

Recommendations

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Paul Cerro's Newsletter

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Herb Greenberg | On the Street

Herb Greenberg

Cedar Grove Capital Management

Cedar Grove Capital Management

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

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