Cedar Grove Capital Management
Subscribe
Sign in
Home
Chart of the Week
Equity Research
Opinions/Thoughts
Industry/Trends
Investor Letters
Portfolio Updates
About
New
Top
Discussion
CGC Portfolio Position Update #2
Changes made to our portfolio as of the end of January
Feb 1
1
Share this post
CGC Portfolio Position Update #2
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
January 2023
Q4'22 & 2022 CGC Quarterly Letter
A tough year, but a great comeback in 2H
Paul Cerro
Jan 2
4
Share this post
Q4'22 & 2022 CGC Quarterly Letter
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
December 2022
A Most Volatile Year
This level of volatility is the highest it's been in at least 10 years
Paul Cerro
Dec 30, 2022
5
4
Share this post
A Most Volatile Year
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
The Disconnect Between Reality and Perception in Cannabis
Business level fundamentals have only improved but the market doesn't care anymore
Paul Cerro
Dec 27, 2022
4
Share this post
The Disconnect Between Reality and Perception in Cannabis
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
Winter is Coming
What's going on and why we're still concerned about the economy
Paul Cerro
Dec 24, 2022
4
Share this post
Winter is Coming
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
Empty Words. Empty Promises. Exert Patience.
Why the recent hopium in cannabis signaled a spectacular rise and fall
Paul Cerro
Dec 13, 2022
3
Share this post
Empty Words. Empty Promises. Exert Patience.
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
CGC Portfolio Position Update #1
Changes made to our portfolio as of the end of November
Paul Cerro
Dec 5, 2022
2
Share this post
CGC Portfolio Position Update #1
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
November 2022
Black Friday: Fools Gold Indicator
Why you need to be cautious of preliminary headlines from consumer spending this holiday
Paul Cerro
Nov 28, 2022
2
Share this post
Black Friday: Fools Gold Indicator
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
Going Private. Funding Secured.
Our first private deal and an exciting announcement
Paul Cerro
Nov 22, 2022
4
2
Share this post
Going Private. Funding Secured.
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
VIX Signaling No Recession?
Why the market "fear gauge" may not be broken
Paul Cerro
Nov 15, 2022
6
Share this post
VIX Signaling No Recession?
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
October 2022
Is Peloton a Zero or Hero?
Can the new CEO right the ship or just slow the inevitable?
Paul Cerro
Oct 31, 2022
4
Share this post
Is Peloton a Zero or Hero?
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
U.S. Excess Savings Dwindling
Consumers excess savings from COVID are dropping at an alarming rate
Paul Cerro
Oct 13, 2022
8
Share this post
U.S. Excess Savings Dwindling
www.cedargrovecm.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts