Cedar Grove Capital Management
The Investors' Corner
🎙️ IC #1: Post-Mortem On Our Thematic Pet Trade
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🎙️ IC #1: Post-Mortem On Our Thematic Pet Trade

Learnings and take aways from our pair trade in the pet space

Hello investor,

Hindsight is always 20/20, but to grow as an investor, you learn more from what you got wrong than what you got right. Typically, whenever you’re wrong, you can more or less understand what event(s) transpired to lead to that eventual loss.

I wanted to introduce our newest podcast (The Investors’ Corner) — where we’ll be sharing audio memos, guest and expert interviews, etc — as well as sharing our first episode regarding our thematic pet trade we initiated a few years ago.

This is our first attempt, so it will progress over time, so bear with us. We hope you enjoy today’s episode and that you learn something for your own portfolio.

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Until next time,

Paul Cerro | Cedar Grove Capital

Personal Twitter: @paulcerro

Fund Twitter: @cedargrovecm


Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital”) is for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
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 The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.

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