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COTW: Cava Has Officially Reached Stratospheric Levels per Unit
It’s no secret that CAVA (CAVA) is a stock that just seems to defy logic and apparently gravity.
Nov 13, 2024
•
Paul Cerro
7
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COTW: Cava Has Officially Reached Stratospheric Levels per Unit
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June 2024
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…
Jun 16, 2024
•
Paul Cerro
16
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COTW: Cava's Nosebleed Valuation Makes (No)Sense?
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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
8
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Cedar Grove Capital Management
Intraday Volatility Taking A Breather During 2023
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June 2023
Leading Indicators: What Cardboard Tells us
There’s a leading economic indicator (one of many) called the ”Cardboard Box” index.
Jun 6, 2023
6
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Leading Indicators: What Cardboard Tells us
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May 2023
The Weight On Their Backs
Why the S&P500 rising this year is all but an illusion
May 28, 2023
•
Paul Cerro
6
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The Weight On Their Backs
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April 2023
BNPL: Buy Now, Pay Never
The economy is not fine when consumers need to make payments on groceries in installments
Apr 19, 2023
5
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BNPL: Buy Now, Pay Never
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March 2023
You Want Outsized Returns? Start Small.
Large caps are still pricey and too crowded
Mar 20, 2023
•
Paul Cerro
4
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You Want Outsized Returns? Start Small.
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February 2023
Soft Landing GDP "Bros" Are In La La Land
Why the soft landing club is getting real GDP expectations widly wrong
Feb 21, 2023
•
Paul Cerro
6
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Cedar Grove Capital Management
Soft Landing GDP "Bros" Are In La La Land
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December 2022
A Most Volatile Year
This level of volatility is the highest it's been in at least 10 years
Dec 30, 2022
•
Paul Cerro
5
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A Most Volatile Year
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4
The Disconnect Between Reality and Perception in Cannabis
Business level fundamentals have only improved but the market doesn't care anymore
Dec 27, 2022
•
Paul Cerro
4
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The Disconnect Between Reality and Perception in Cannabis
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October 2022
U.S. Excess Savings Dwindling
Consumers excess savings from COVID are dropping at an alarming rate
Oct 13, 2022
•
Paul Cerro
8
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Cedar Grove Capital Management
U.S. Excess Savings Dwindling
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August 2022
It's All About "Perspective"
Why looking under the hood on retail names is incredibly important
Aug 29, 2022
•
Paul Cerro
3
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It's All About "Perspective"
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