Table of Contents

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In order to help all those new and old, I’ve created a table of contents of all my posts (excluding weekly recaps) to help you navigate. As I continue to write, the list will continue to be updated.

This table of contents is to be used in two ways.

1. Table of all ideas and direction

2. Links to individual posts based on direction

The table below shows you all the equities (46 to date) I’ve written about and in what capacity, arranged in alphabetical order based on the ticker.

The list below is arranged by the direction/topic of the trade in order of when it was published (newest to oldest).

Sections

1. Long research

2. Short research

3. M&A Arb

4. Special Situations

5. Event Driven

6. IPOs

7. Expert Calls

8. Earnings Updates

9. Industry Trends

10. Opinion Pieces

11. Chart of the Week

12. Portfolio Updates

13. Investor Letters

14. Twitter Spaces / Recordings

($ = paid post / A = audio included)

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LONG Research

Note: ($ = paid post / A = audio included) | Back to top here.

• 4.17.25 - REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight ($)

• 2.24.25 - LNSR: LENSAR Upside Into Global Clearance Looks Compelling ($)

• 1.8.25 - Yutrepia's Launch: A Catalyst for Liquidia (LQDA) ($)

• 12.8.24 - Daktronics (DAKT) Potential to $40/Share ($)

• 12.3.24 - Super Quick Alert on Daktronics (DAKT)

• 11.13.24 - BBW: After An >150% Return, Build-A-Bear Still Looks Close to a Double ($)

• 9.19.24 - MAMA: The Meatballs Are Still Rolling Along ($)

• 8.04.24 - HIMS: Pre-Earnings Commentary and Updated Model ($)

• 7.10.24 - Modeling HIMS GLP-1 Business ($ / A)

• 6.25.24 - Mama’s Creations (MAMA) ($ / A)

• 6.12.24 - Hims & Hers Health (HIMS) ($ / A)

• 5.22.24 - GEN Restaurant Group (GENK) ($ / A)

• 4.20.24 - Domino’s Pizza (DPZ)

• 4.3.23 - RH (RH) (A)

• 8.30.22 - Build-A-Bear (BBW) (A)

• 6.22.22 - Xponential Fitness (XPOF) (A)

• 5.31.22 - Petco (WOOF) (A)

• 5.19.22 - Petco (WOOF) (A)

• 4.27.22 - Domino’s (DPZ) (A)

• 2.1.22 - Xponential Fitness (XPOF) (A)

• 1.25.22 - RH (RH) (A)

• 11.8.21 - Scotts Miracle-Gro (SMG)

• 10.11.21 - Scotts Miracle-Gro (SMG)

• 9.1.21 - Urban-Gro (UGRO)

• 7.20.21 - RH (RH)

• 6.16.21 - Twitter (TWTR)

• 6.1.21 - BarkBox (BARK)

• 5.27.21 - Coinbase (COIN)

• 5.17.21 - Fiverr (FVRR)

• 5.4.21 - Hydrofarm (HYFM)

• 4.19.21 - Agrify (AGFY)

• 4.1.21 - Petco (WOOF)

• 3.30.21 - Green Thumb Industries (GTBIF)

• 3.11.21 - Green Thumb Industries (GTBIF)

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SHORT Research

Note: ($ = paid post / A = audio included) | Back to top here.

• 2.18.25 - Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s ($)

• 1.27.25 - HIMS GLP-1 Shortage: The End is Nigh ($)

• 1.12.25 - HIMS: "A Bridge Too Far" ($)

• 1.15.24 - WW International (WW) (A)

• 10.31.22 - Peloton (PTON) (A)

• 2.11.22 - Sweetgreen (SG) (A)

• 11.29.21 - FIGS (FIGS)

• 8.11.21 - AppHarvest (APPH)

• 7.26.21 - Robinhood (HOOD)

• 7.23.21 - AppHarvest (APPH)

• 7.20.21 - Virgin Galactic (SPCE)

• 5.10.21 - The Honest Co (HNST)

• 4.26.21 - Chewy (CHWY)

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M&A Arb

Note: ($ = paid post / A = audio included) | Back to top here.

• 12.29.24 - Betting Against Soho House (SHCO) ($)

• 10.25.24 - Judge Favors FTC: Update on TPR Takeover of CPRI

• 9.8.24 - Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update

• 5.8.24 - Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI) (A)

• 3.25.24 - Tapestry (TPR) / Capri Holdings (CPRI)

• 12.26.23 - iRobot (IRBT) / Amazon (AMZN) (A)

• 12.7.23 - Tapestry (TPR) / Capri Holdings (CPRI)

• 4.23.23 - Activision (ATVI) / Microsoft (MSFT) ($ / A)

• 3.24.23 - Activision (ATVI) / Microsoft (MSFT)

• 10.10.22 - F45 Fitness (FXLV) / Kennedy Lewis Investment Management (A)

• 6.13.22 - Twitter (TWTR) / Elon Musk (A)

• 4.27.22 - Activision (ATVI) / Microsoft (MSFT) (A)

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Special Situations

Note: ($ = paid post / A = audio included) | Back to top here.

• 1.21.25 - Capri (CPRI) Divestment & The Tile Shop (TSSH) Activism ($)

• 10.02.24 - Owlet (OWLT) Betting on a Turnaround in Baby Care ($)

• 8.27.23 - Peloton (PTON)

• 5.21.23 - Latch (LTCH) ($ / A)

• 4.16.23 - Latch (LTCH) ($ / A)

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Event Driven

• 7.23.24 - Red Cat Holdings (RCAT) U.S. Army Contract (A)

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IPOs

Note: ($ = paid post / A = audio included) | Back to top here.

• 10.20.24 - KinderCare Learning Centers (KLC) ($)

• 6.4.24 - Fly E-Group (FLYE)

• 3.20.24 - Fly E-Group (FLYE)

• 1.30.24 - Amer Sports (AS) (A)

• 8.30.23 - Inspire Veterinary Partners (IVP)

• 6.11.23 - Cava (CAVA) ($ / A)

• 2.13.23 - Interactive Strength (TRNR) ($ / A)

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Expert Calls

Note: ($ = paid post / A = audio included) | Back to top here.

• 3.25.25 - Notes from Capital Forum’s GLP-1 Compounding Legal Landscape

• 2.18.25 - Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding ($)

• 2.2.25 - FDA Lawyer's Thoughts On GLP-1 Shortage ($)

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Earnings Updates

Note: ($ = paid post / A = audio included) | Back to top here.

• 3.19.25 - Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea ($)

• 3.11.25 - Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO ($)

• 3.3.25 - HIMS: Napoleon Begins His March Towards Russia? ($)

• 11.24.24 - Going Over GENK and OWLT Q3'24 Earnings Results ($)

• 11.5.24 - HIMS: Post Q3 Earnings Breakdown + Issues That Marketing Is Telling Us ($)

• 10.28.24 - Quick Pre-Earnings Update on GEN Restaurant (GENK) ($)

• 9.26.24 - Red Cat Holdings (RCAT) And The Impending U.S. Army SRR Contract

• 8.28.24 - GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter ($)

• 8.16.24 - Red Cat Holdings (RCAT) / WW International (WW) ($)

• 8.11.24 - Hims (HIMS): Icarus Might Be Flying Too Close To The Sun ($)

• 2.29.24 - WW International (WW)

• 5.27.23 - Xponential Fitness (XPOF) / Peloton (PTON) (A)

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Industry Trends

Note: ($ = paid post / A = audio included) | Back to top here.

• 12.24.24 - 7 Themes We're Monitoring In 2025

• 10.27.24 - The Real Impact of Technology on QSR Restaurant Growth & Margins

• 7.9.24 - Recession Indicator: Sahm Rule Getting Close to Triggering

• 2.24.24 - CRE: $1.2 Trillion of Losses Somewhere (A)

• 9.13.23 - Diamonds Are Forever. Even If They’re Grown

• 8.17.23 - NVO: The Company Worth More Than Denmark

• 7.10.23 - GLP-1s: Effective But With A Catch

• 2.23.22 - Americans Keeping Their Cars for Longer (A)

• 1.20.22 - Fitness in a Post-Covid World (A)

• 12.17.21 - The Epic Rise and Fall of SPACs

• 12.3.21 - Bottled Water is Booming

• 11.23.21 - Coffee Prices Getting Squeezed

• 10.28.21 - Cannabis: Rome Wasn’t Built In A Day

• 8.30.21 - Vertical Farming

• 8.23.21 - Cannabis Goes Shopping

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Opinion Pieces

Note: ($ = paid post / A = audio included) | Back to top here.

• 4.28.25 - Company Meeting Notes from Planet Microcap Conference 2025 ($)

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

• 12.13.24 - Prisoner's Dilemma: When (If?) to Run for the Exit

• 10.30.24 - HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT ($)

• 12.21.23 - Negative Equity Fallout (A)

• 12.5.23 - My Canary In The Coal Mine: Pets

• 5.29.23 - Slowly At First, Then All At Once (A)

• 2.19.23 - Trading Strategy Beat the S&P, QQQ, & DIA in 2022

• 2.11.23 - The Ticking Time Bomb No One is Talking About

• 12.24.22 - Winter is Coming (A)

• 12.12.22 - Empty Words. Empty Promises. Exert Patience. (A)

• 11.28.22 - Black Friday: Fools Gold Indicator

• 11.15.22 - VIX Signaling No Recession?

• 9.27.22 - Why Petco is a Better ROI than Chewy (A)

• 9.6.22 - Broken Arrow: The Consumer is Not Okay (A)

• 3.14.22 - Are VCs and Bankers Helping Short Sellers?

• 2.7.22 - Amazon Buying Peloton? Here’s the Case for Both Sides (A)

• 11.12.21 - Uh, Tesla is Worth How Much Now?

• 11.1.21 - Buy to Cover +36.5%

• 10.5.21 - Conflict of Interest

• 9.7.21 - Oversold is an Understatement

• 9.20.21 - Buy The Dip

• 9.7.21 - Why Your Cannabis Stocks Aren’t Higher

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Chart of the Week

Note: ($ = paid post / A = audio included) | Back to top here.

• 11.13.24 - Cava Has Officially Reached Stratospheric Levels per Unit

• 6.16.24 - Cava's Nosebleed Valuation Makes (No)Sense?

• 12.29.23 - Intraday Volatility Taking A Breather During 2023

• 6.6.23 - Leading Indicators: What Cardboard Tells Us

• 5.28.23 - The Weight On Their Backs

• 4.19.23 - BNPL: Buy Now, Pay Never

• 3.20.23 - You Want Outsized Returns? Start Small.

• 2.21.23 - Soft Landing GDP “Bros” are in La La Land

• 12.30.22 - A Most Volatile Year

• 12.27.22 - The Disconnect Between Reality and Perception in Cannabis

• 10.13.22 - U.S. Excess Savings Dwindling

• 8.29.22 - It’s All About Perspective

• 8.3.22 - Amazon Losses Steam

• 7.1.22 - Intraday Volatility Hitting Decades High

• 5.22.22 - The Real Reason the Stock Market is Down (A)

• 5.9.22 - What Drives Total Shareholder Return (A)

• 4.13.22 - SBC: This is a Chart You Don’t Want to Miss (A)

• 4.1.22 - The Price We Pay for Convenience

• 3.7.22 - Wait, These Prices Look Familiar…

• 2.16.22 - Recession Indicator Starting to Flash (A)

• 1.28.22 - How Much is Each “Subscriber” Worth? (A)

• 1.18.22 - 2021 IPOs Are Selling Off (A)

• 1.3.22 - Volatility is the New Normal? (A)

• 12.20.21 - The S&P’s Back Hurts

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Portfolio Updates

Note: ($ = paid post / A = audio included) | Back to top here.

• 2.7.25 - 🚩Alert on GEN Restaurant Group (GENK) ($)

• 12.22.24 - Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes ($)

• 11.17.24 - Two New ‘Special Situations’ + Sizing Up and Closing Contracts ($)

• 5.30.24 - Quick Pitch: "Going International" ($)

• 2.12.24 - Quick Update: Revisiting 2 IPOs and 2 Arb Trades

• 6.5.23 - Portfolio Update #5 ($)

• 5.6.23 - Portfolio Update #4 ($)

• 3.3.23 - Portfolio Update #3 ($)

• 2.1.23 - Portfolio Update #2 ($)

• 12.5.22 - Portfolio Update #1 ($)

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Investor Letters

Note: ($ = paid post / A = audio included) | Back to top here.

• 4.6.25 - Q1'25 CGC Quarterly Letter

• 1.2.25 - Q4’24 CGC Quarterly Letter

• 10.6.24 - Q3’24 CGC Quarterly Letter

• 7.7.24 - Q2’24 CGC Quarterly Letter

• 4.5.24 - Q1’24 CGC Quarterly Letter

• 1.7.24 - Q4’23 CGC Quarterly Letter

• 10.8.23 - Q3’23 CGC Quarterly Letter

• 7.9.23 - Q2’23 CGC Quarterly Letter

• 4.9.23 - Q1’23 CGC Quarterly Letter (A)

• 1.2.23 - Q4’22 CGC Quarterly Letter

• 10.1.22 - Q3’22 CGC Quarterly Letter (A)

• 8.10.22 - Q2’22 CGC Quarterly Letter (A)

• 4.8.22 - Q1’22 CGC Quarterly Letter (A)

• 12.30.21 - Year in Review + ‘22 Predictions

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Cedar Grove Capital may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Cedar Grove Capital may buy, sell, or otherwise change the form or substance of any of its investments. Cedar Grove Capital disclaims any obligation to notify the market of any such changes.

The enclosed material is confidential and not to be reproduced or redistributed in whole or in part without the prior written consent of Cedar Grove Capital. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Cedar Grove Capital which are subject to change and which Cedar Grove Capital does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.