Cedar Grove Capital Management

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RCAT: Event-Driven Trade Could Be Worth ~200%
Dissecting a U.S. Army contract that could reshape the future of Red Cat Holdings
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Paul Cerro
44:07
By the Numbers: Modeling Hims GLP-1 Business
What my estimates show through the end of 2025
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Paul Cerro
17:23
Recession Indicator: Sahm Rule Getting Close to Triggering
Looking at what unemployment is telling us about the economy
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Paul Cerro
Q2'24 CGC Quarterly Letter
First off, I want to thank all of you who have supported my research since going paid. It’s surreal to me the growth that has occurred in a little over…
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Paul Cerro

June 2024

MAMA: M&A, Meatballs, and Margin Expansion in this Turnaround Story
Listen now | As disclosed in my May 12th post, I held a long position in Mama’s Creations (MAMA) and still do. This company is not sexy and does not…
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Paul Cerro
21:46
COTW: Cava's Nosebleed Valuation Makes (No)Sense?
Cava is nearing the 1-year mark since its IPO and needless to say, it’s gotten plenty of attention as being the next Chipotle (CMG). I originally…
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Paul Cerro
Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt
Listen now | It’s widely understood why Hims entering weight loss treatment in general is a positive but you need to understand the forces at play here…
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Paul Cerro
25:14
IPO Notes: FLY-E Group Pricing Looking A Little Too Rich
Why I decided to pass on this micro-cap IPO
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Paul Cerro

May 2024

New Position - Quick Pitch: "Going International"
Revealing a new position which is my first investment overseas
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Paul Cerro
GEN Restaurant (GENK): A Multi-bagger In The Making
Listen now | Key Highlights: Currently a few dozen restaurants with a clear path to a few hundred Some of the highest restaurant AUVs in the industry…
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Paul Cerro
2
24:02
Portfolio Update - 5.12.24
The baseline intro for the CGC paid research service
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Paul Cerro
M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)
Listen now | Rebuttals against core complaints, backed by data and research
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Paul Cerro
31:34
© 2024 Paul Cerro
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