Archive - Cedar Grove Capital Management

HIMS Q1'25 Earnings Leaves Investors In A Holding Pattern

Why we think the guidance plays a bigger role than most think going into the rest of the year

May 6 •

April 2025

Company Meeting Notes from Planet Microcap Conference 2025

Summarized notes from our conversation with 13 microcap companies

Apr 28 •

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

Why we've decided to look at this opportunity after an >50% drawdown

Apr 17 •

Market Ignores CPRI Divestment; An Opportunity For New Investors

Why we still think CPRI shareholders can make an outsized return from selling Versace

Apr 13 •

Q1'25 CGC Quarterly Letter

Performance, positions, and commentary

Apr 6 •

March 2025

Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape

Conversation for intellectual property focused on Hims GLP-1 business

Mar 25 •

Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

ALC is getting a sweetheart deal and grossly undervalues LNSR

Mar 24 •

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print

Mar 19 •

Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO

Going over earnings for the first four companies + a quick update for SHCO

Mar 11 •

HIMS: Napoleon Begins His March Towards Russia?

Post-Q4 Earnings Commentary

Mar 3 •

February 2025

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