Cedar Grove Capital Management

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Slowly At First, Then All At Once
Listen now (13 min) | An update on the state of the consumer
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Paul Cerro
The Weight On Their Backs
Why the S&P500 rising this year is all but an illusion
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Paul Cerro
Earnings Recap: XPOF & PTON
Going over my earnings notes for Xponential Fitness and Peloton
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Paul Cerro
Spec Sit Update: Latch $LTCH Making A Deal
Why this recent M&A deal suggests that LTCH has a lot more room to run
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Paul Cerro
CGC Portfolio Position Update #4
Changes made to our portfolio as of 05.05.2023
April 2023
M&A Arb: Microsoft / Activision Deal Part II
Recaping the issues, rebuttals, and trade that CGC currently has going on
BNPL: Buy Now, Pay Never
The economy is not fine when consumers need to make payments on groceries in installments
Spec Sit: Latch $LTCH Trading Below Liquidation Value
Listen now | Hi there, welcome to another post by Cedar Grove Capital Management and our first post sharing our thoughts on a special situation. If you…
Q1'23 CGC Quarterly Letter
Listen now | False sense of security as hopium continues to run rampant
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Paul Cerro
RH '22 Earnings: An Inflection Point
Listen now | Going over RH's Q4'22 and FY'22 earnings and my thoughts on the results
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Paul Cerro
March 2023
M&A Arb: Microsoft / Activision Deal Part I
To understand the current deal, we need to go back in time for context
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Paul Cerro
You Want Outsized Returns? Start Small.
Large caps are still pricey and too crowded
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Paul Cerro
© 2023 Paul Cerro
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