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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
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5-Minute Update
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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
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Cedar Grove Capital Management
HIMS: Another (Misleading) GLP-1 PR Claim
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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
14
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A Bunch of Quick Position Updates
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🎙️ 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
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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
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Cedar Grove Capital Management
M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)
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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
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Cedar Grove Capital Management
HIMS: The Tough 'Ask' for Filling the GLP-1 Void
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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
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Cedar Grove Capital Management
REAL: Q1'25 Earnings Shows Oversold +35% Reversal in 3 Weeks
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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
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Cedar Grove Capital Management
HIMS Q1'25 Earnings Leaves Investors In A Holding Pattern
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April 2025
Company Meeting Notes from Planet Microcap Conference 2025
Summarized notes from our conversation with 13 microcap companies
Apr 28
•
Paul Cerro
8
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Cedar Grove Capital Management
Company Meeting Notes from Planet Microcap Conference 2025
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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
7
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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
9
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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
9
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Cedar Grove Capital Management
Q1'25 CGC Quarterly Letter
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