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Slowly At First, Then All At Once
Listen now (13 min) | An update on the state of the consumer
5 hr ago
•
Paul Cerro
2
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Slowly At First, Then All At Once
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The Weight On Their Backs
Why the S&P500 rising this year is all but an illusion
May 28
•
Paul Cerro
4
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The Weight On Their Backs
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Earnings Recap: XPOF & PTON
Going over my earnings notes for Xponential Fitness and Peloton
May 27
•
Paul Cerro
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Earnings Recap: XPOF & PTON
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Spec Sit Update: Latch $LTCH Making A Deal
Why this recent M&A deal suggests that LTCH has a lot more room to run
May 21
•
Paul Cerro
5
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Spec Sit Update: Latch $LTCH Making A Deal
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CGC Portfolio Position Update #4
Changes made to our portfolio as of 05.05.2023
May 6
5
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CGC Portfolio Position Update #4
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April 2023
M&A Arb: Microsoft / Activision Deal Part II
Recaping the issues, rebuttals, and trade that CGC currently has going on
Apr 23
4
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M&A Arb: Microsoft / Activision Deal Part II
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BNPL: Buy Now, Pay Never
The economy is not fine when consumers need to make payments on groceries in installments
Apr 19
5
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BNPL: Buy Now, Pay Never
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Spec Sit: Latch $LTCH Trading Below Liquidation Value
Listen now | Hi there, welcome to another post by Cedar Grove Capital Management and our first post sharing our thoughts on a special situation. If you…
Apr 16
8
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Spec Sit: Latch $LTCH Trading Below Liquidation Value
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Q1'23 CGC Quarterly Letter
Listen now | False sense of security as hopium continues to run rampant
Apr 9
•
Paul Cerro
5
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Q1'23 CGC Quarterly Letter
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RH '22 Earnings: An Inflection Point
Listen now | Going over RH's Q4'22 and FY'22 earnings and my thoughts on the results
Apr 3
•
Paul Cerro
5
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RH '22 Earnings: An Inflection Point
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March 2023
M&A Arb: Microsoft / Activision Deal Part I
To understand the current deal, we need to go back in time for context
Mar 24
•
Paul Cerro
4
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M&A Arb: Microsoft / Activision Deal Part I
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You Want Outsized Returns? Start Small.
Large caps are still pricey and too crowded
Mar 20
•
Paul Cerro
4
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You Want Outsized Returns? Start Small.
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