Cedar Grove Capital Management
Subscribe
Sign in
Home
Podcast
Notes
Chat
Chart of the Week
Equity Research
Opinions/Thoughts
Industry/Trends
Investor Letters
Portfolio Updates
Leaderboard
About
Page not found
Latest
Top
Discussions
DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It
To recap, back in April of 2022, I wrote my first piece on Domino’s Pizza (DPZ) once it started turning over after its incredible run-up of just over…
Apr 20
•
Paul Cerro
6
Share this post
DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
Table of Contents
Everything you're looking for is right here. Site navigation.
Apr 16
•
Paul Cerro
8
Share this post
Table of Contents
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
Q1'24 CGC Quarterly Letter
Frontrunning, expectation resets and callibration/consolidation
Apr 5
•
Paul Cerro
13
Share this post
Q1'24 CGC Quarterly Letter
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
3
March 2024
M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
What's taking so long for the deal to close (or not)?
Mar 25
•
Paul Cerro
13
Share this post
M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
5
IPO Notes: EV Maker FLY-E Group Going Public
A profitable IPO that I might actually consider buying
Mar 20
•
Paul Cerro
12
Share this post
IPO Notes: EV Maker FLY-E Group Going Public
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
February 2024
WW Update: Survey Says, More Pain Ahead
What the recent WW's earnings release tells us about the future
Feb 29
•
Paul Cerro
9
Share this post
WW Update: Survey Says, More Pain Ahead
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
CRE: "$1.2 Trillion of Losses Somewhere"
Listen now | Why the pain trade of CRE is only getting started
Feb 24
•
Paul Cerro
11
Share this post
CRE: "$1.2 Trillion of Losses Somewhere"
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
2
11:51
Quick Update: Revisiting 2 IPOs and 2 Arb Trades
Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)
Feb 12
•
Paul Cerro
8
Share this post
Quick Update: Revisiting 2 IPOs and 2 Arb Trades
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
3
January 2024
IPO Notes: Amer Sports Goes Public
Company growth looks great, but valuation looking a little rich
Jan 30
•
Paul Cerro
6
Share this post
IPO Notes: Amer Sports Goes Public
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
10:43
Weight Watchers International: Dreams & Aspirations
Why Weight Watchers pivot to GLP-1s is anything but realistic
Jan 15
•
Paul Cerro
8
Share this post
Weight Watchers International: Dreams & Aspirations
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
2
16:48
Q4'23 CGC Quarterly Letter
Rates, rallies, covers, and trades — how Q4 was full of surprises
Jan 7
•
Paul Cerro
21
Share this post
Q4'23 CGC Quarterly Letter
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
14
December 2023
Intraday Volatility Taking A Breather During 2023
Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023
Dec 29, 2023
•
Paul Cerro
7
Share this post
Intraday Volatility Taking A Breather During 2023
www.cedargrovecm.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts