Archive - Cedar Grove Capital Management

A Few Updates and Two Pitches

Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.

Jan 21 •

HIMS: "A Bridge Too Far"

Why we've decided to flip short on Hims and Hers Health (HIMS)

Jan 12 •

Yutrepia's Launch: A Catalyst for Liquidia (LQDA)

Why we think the path to a 2x for LQDA is likely

Jan 7 •

Q4'24 CGC Quarterly Letter

Performance, positions, and commentary

Jan 2 •

December 2024

M&A Arb: Betting Against Soho House (SHCO)

Why we think the deal won't go through

Dec 29, 2024 •

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Dec 24, 2024 •

Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes

Portfolio Update #9

Dec 22, 2024 •

🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations

Introducing investors to the evolution and current strategy of Build-A-Bear

Dec 16, 2024 •

35:26

Proof is in the Pudding

Going over performance, returns, and a special treat only for email subs

Dec 15, 2024

Prisoner's Dilemma: When (If?) to Run for the Exit

Investors currently facing tough decisions heading into the end of the year

Dec 13, 2024 •

Daktronics (DAKT) Potential to $40/Share

A follow-up to our original note on why we're bullish on DAKT

Dec 8, 2024 •

🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)

An overview of the trade from the work of 1 Main Capital

Dec 1, 2024 •

14:26

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