Cedar Grove Capital Management

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"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.
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Paul Cerro
August 2023
Special Situation: Peloton Needs to be Acquired
Quick take on earnings and a surprise change of heart?
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Paul Cerro
$NVO: The Co. Worth More Than Denmark
Recent GLP-1 news has sent the value of $NVO to new highs
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Paul Cerro
July 2023
GLP-1s: Effective But With A Catch
Why the hype for GLP-1s isn't as easy as you think
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Paul Cerro
Q2'23 CGC Quarterly Letter
What a weird recession
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Paul Cerro
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…
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Paul Cerro
Cava IPO A Boom or a Bust?
Listen now | Going over what the recent hottest restaurant IPO suggests
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Paul Cerro
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…
CGC Portfolio Position Update #5
Changes made to our portfolio as of 06.02.2023
May 2023
Slowly At First, Then All At Once
Listen now (13 mins) | 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
© 2023 Paul Cerro
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