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IPO Notes: KinderCare Learning Centers (KLC)
Why I'm not convinced that this company is worth going along for the ride
Oct 20
•
Paul Cerro
3
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IPO Notes: KinderCare Learning Centers (KLC)
www.cedargrovecm.com
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Q3'24 CGC Quarterly Letter
Performance, positions, and commentary
Oct 6
•
Paul Cerro
5
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Q3'24 CGC Quarterly Letter
www.cedargrovecm.com
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Quick Pitch: Owlet (OWLT) Betting On A Turnaround In Baby Care
Why this deSPAC caught my attention and why I think there's a play to be made here
Oct 2
•
Paul Cerro
4
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Quick Pitch: Owlet (OWLT) Betting On A Turnaround In Baby Care
www.cedargrovecm.com
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September 2024
Earnings Update: Red Cat Holdings (RCAT) And The Impending U.S. Army SRR Contract
If they win, the upside is still over 100% at these levels.
Sep 26
•
Paul Cerro
3
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Earnings Update: Red Cat Holdings (RCAT) And The Impending U.S. Army SRR Contract
www.cedargrovecm.com
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Requesting Your Opinion (2 minutes)
Hi everyone, just need 2 minutes of your time!
Sep 20
•
Paul Cerro
9
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Requesting Your Opinion (2 minutes)
www.cedargrovecm.com
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5
MAMA: The Meatballs Are Still Rolling Along
A quick update post Q2'25 earnings release
Sep 19
•
Paul Cerro
3
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MAMA: The Meatballs Are Still Rolling Along
www.cedargrovecm.com
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Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update
Looking at the most recent documents leading up to the court case this week
Sep 8
•
Paul Cerro
9
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Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update
www.cedargrovecm.com
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August 2024
GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter
Why the Q2'24 update increased our confidence in the future
Aug 28
•
Paul Cerro
4
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GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter
www.cedargrovecm.com
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Performance Update: RCAT +53%; WW +84%
Updated commentary on Red Cat and Weight Watchers post-earnings
Aug 16
•
Paul Cerro
4
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Performance Update: RCAT +53%; WW +84%
www.cedargrovecm.com
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HIMS: Icarus Might Be Flying Too Close To The Sun
Based on our findings, we think the future of HIMS had a justified re-evaluation after the earnings call that long-term investors need to be aware of.
Aug 11
•
Paul Cerro
4
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HIMS: Icarus Might Be Flying Too Close To The Sun
www.cedargrovecm.com
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Twitter Spaces / Recordings
In order to help all those new and old, I’ve created a table of contents of all my Twitter Spaces/Recordings for future availability.
Aug 6
•
Paul Cerro
1
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Twitter Spaces / Recordings
www.cedargrovecm.com
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HIMS: Pre-Earnings Commentary and Updated Model
With the recent pullback that the stock has had, I think the margin of safety has significantly improved for long-term investors who see HIMS as more…
Aug 4
•
Paul Cerro
8
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HIMS: Pre-Earnings Commentary and Updated Model
www.cedargrovecm.com
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