Archive - Cedar Grove Capital Management

New Top Discussion

Changes made to our portfolio as of the end of January

Feb 1

January 2023

A tough year, but a great comeback in 2H

Jan 2

December 2022

This level of volatility is the highest it's been in at least 10 years

Dec 30, 2022

Business level fundamentals have only improved but the market doesn't care anymore

Dec 27, 2022

Winter is Coming What's going on and why we're still concerned about the economy

Dec 24, 2022

Empty Words. Empty Promises. Exert Patience.Why the recent hopium in cannabis signaled a spectacular rise and fall

Dec 13, 2022

Changes made to our portfolio as of the end of November

Dec 5, 2022

November 2022

Why you need to be cautious of preliminary headlines from consumer spending this holiday

Nov 28, 2022

Our first private deal and an exciting announcement

Nov 22, 2022

Why the market "fear gauge" may not be broken

Nov 15, 2022

October 2022

Is Peloton a Zero or Hero?Can the new CEO right the ship or just slow the inevitable?

Oct 31, 2022

Consumers excess savings from COVID are dropping at an alarming rate

Oct 13, 2022

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