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Q3'24 CGC Quarterly Letter
Performance, positions, and commentary
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Paul Cerro
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
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Paul Cerro

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.
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Paul Cerro
Requesting Your Opinion (2 minutes)
Hi everyone, just need 2 minutes of your time!
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Paul Cerro
5
MAMA: The Meatballs Are Still Rolling Along
A quick update post Q2'25 earnings release
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Paul Cerro
Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update
Looking at the most recent documents leading up to the court case this week
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Paul Cerro

August 2024

GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter
Why the Q2'24 update increased our confidence in the future
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Paul Cerro
Performance Update: RCAT +53%; WW +84%
Updated commentary on Red Cat and Weight Watchers post-earnings
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Paul Cerro
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.
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Paul Cerro
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.
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Paul Cerro
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…
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Paul Cerro

July 2024

RCAT: Event-Driven Trade Could Be Worth ~200%
Dissecting a U.S. Army contract that could reshape the future of Red Cat Holdings
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Paul Cerro
44:07
© 2024 Paul Cerro
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