Cedar Grove Capital Management

Why We're Excited About These New Situations: LNSR, PRPL, and LE

An update on DKS/FL, LNSR and new ideas for PRPL and LE

Sep 8 • 

Paul Cerro

12

2

August 2025

Special Situation: Betting on WW Post-Bankruptcy

Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss

Aug 25 • 

Paul Cerro

10

8

A Double Hiding North of the Border

Why we're excited about a small(ish) company in Maple Leaf country

Aug 11 • 

Paul Cerro

8

July 2025

When Misunderstandings Create Opportunities

Why we decided to buy OneSpaWorld (OSW) with just a few hours of research

Jul 23 • 

Paul Cerro

10

June 2025

5-Minute Update

Hey everyone, just have a few quick things to update you all on, and it won’t take up much of your time at all.

Jun 27 • 

Paul Cerro

25

15

HIMS: Another (Misleading) GLP-1 PR Claim

Why Andrew's recent Tweet is misleading and also, maybe self-incriminating?

Jun 17 • 

Paul Cerro

8

A Bunch of Quick Position Updates

Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital” or “the fund”) is for informational purposes…

Jun 5 • 

Paul Cerro

15

🎙️ IC #5: Can PTON Sail Again? w/Alex Morris

Listen now | An open discussion on the questions we have about the future of PTON

Jun 4 • 

Paul Cerro

5

2

2:28:01

May 2025

M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

The asymmetric opportunity after the DKS sell-off last week

May 19 • 

Paul Cerro

7

HIMS: The Tough 'Ask' for Filling the GLP-1 Void

The critical visual to understand the GLP-1 'cost' in a post-shortage world

May 14 • 

Paul Cerro

7

REAL: Q1'25 Earnings Shows Oversold +35% Reversal in 3 Weeks

Why the recent earnings selloff leaves us confused, but unfazed.

May 14 • 

Paul Cerro

7

2

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 • 

Paul Cerro

4