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REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight
Why we've decided to look at this opportunity after an >50% drawdown
Apr 17
•
Paul Cerro
6
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Cedar Grove Capital Management
REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight
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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
•
Paul Cerro
7
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Cedar Grove Capital Management
Market Ignores CPRI Divestment; An Opportunity For New Investors
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Q1'25 CGC Quarterly Letter
Performance, positions, and commentary
Apr 6
•
Paul Cerro
8
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Cedar Grove Capital Management
Q1'25 CGC Quarterly Letter
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March 2025
Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape
Conversation for intellectual property focused on Hims GLP-1 business
Mar 25
•
Paul Cerro
6
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Cedar Grove Capital Management
Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape
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Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer
ALC is getting a sweetheart deal and grossly undervalues LNSR
Mar 24
•
Paul Cerro
12
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Cedar Grove Capital Management
Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer
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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
•
Paul Cerro
3
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Cedar Grove Capital Management
Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea
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Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO
Going over earnings for the first four companies + a quick update for SHCO
Mar 11
•
Paul Cerro
7
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Cedar Grove Capital Management
Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO
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HIMS: Napoleon Begins His March Towards Russia?
Post-Q4 Earnings Commentary
Mar 3
•
Paul Cerro
6
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Cedar Grove Capital Management
HIMS: Napoleon Begins His March Towards Russia?
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February 2025
🎙️ 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
•
Paul Cerro
4
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1:23:04
LNSR: LENSAR Upside Into Global Clearance Looks Compelling
Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment
Feb 24
•
Paul Cerro
7
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Cedar Grove Capital Management
LNSR: LENSAR Upside Into Global Clearance Looks Compelling
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Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding
Summarized notes from two lawyers on the GLP-1 shortage and compounding post-shortage
Feb 18
•
Paul Cerro
3
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Cedar Grove Capital Management
Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding
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Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s
Previous estimates for GLP-1 contribution may have been seriously underestimated
Feb 18
•
Paul Cerro
8
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Cedar Grove Capital Management
Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s
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