Cedar Grove Capital Management
Subscribe
Sign in
Home
Podcast
Notes
Chart of the Week
Equity Research
Opinions/Thoughts
Earnings Recaps
Industry/Trends
Investor Letters
Portfolio Updates
Leaderboard
About
New
Top
Discussion
"Diamonds Are Forever. Even If They're Grown."
Diamonds have recently gathered a lot of headline attention because of the rate and popularity of lab-grown diamonds.
Sep 13
•
Paul Cerro
5
Share this post
"Diamonds Are Forever. Even If They're Grown."
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
August 2023
Special Situation: Peloton Needs to be Acquired
Quick take on earnings and a surprise change of heart?
Aug 27
•
Paul Cerro
4
Share this post
Special Situation: Peloton Needs to be Acquired
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
$NVO: The Co. Worth More Than Denmark
Recent GLP-1 news has sent the value of $NVO to new highs
Aug 17
•
Paul Cerro
4
Share this post
$NVO: The Co. Worth More Than Denmark
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
July 2023
GLP-1s: Effective But With A Catch
Why the hype for GLP-1s isn't as easy as you think
Jul 10
•
Paul Cerro
3
Share this post
GLP-1s: Effective But With A Catch
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
Q2'23 CGC Quarterly Letter
What a weird recession
Jul 9
•
Paul Cerro
6
Share this post
Q2'23 CGC Quarterly Letter
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
June 2023
Invite your friends to read Cedar Grove Capital Management
Thank you for reading Cedar Grove Capital Management — your support motivates me to keep sharing my market notebook with you all. If you enjoy Cedar…
Jun 23
•
Paul Cerro
2
Share this post
Invite your friends to read Cedar Grove Capital Management
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
Cava IPO A Boom or a Bust?
Listen now | Going over what the recent hottest restaurant IPO suggests
Jun 11
•
Paul Cerro
7
Share this post
Cava IPO A Boom or a Bust?
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
Leading Indicators: What Cardboard Tells us
There’s a leading economic indicator (one of many) called the ”Cardboard Box” index. The cardboard box index refers to the idea that an increase in the…
Jun 6
6
Share this post
Leading Indicators: What Cardboard Tells us
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
CGC Portfolio Position Update #5
Changes made to our portfolio as of 06.02.2023
Jun 5
2
Share this post
CGC Portfolio Position Update #5
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
May 2023
Slowly At First, Then All At Once
Listen now (13 mins) | An update on the state of the consumer
May 29
•
Paul Cerro
5
Share this post
Slowly At First, Then All At Once
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
The Weight On Their Backs
Why the S&P500 rising this year is all but an illusion
May 28
•
Paul Cerro
5
Share this post
The Weight On Their Backs
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
Earnings Recap: XPOF & PTON
Going over my earnings notes for Xponential Fitness and Peloton
May 27
•
Paul Cerro
2
Share this post
Earnings Recap: XPOF & PTON
www.cedargrovecm.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts