Equity Research | Cedar Grove Capital Management | Paul Cerro | Substack

Equity Research

Deep dive analysis into single name stocks.

New Top Community

BBW: Stuffed With Unrecognized Value Why Build-A-Bear is killing it and being ignored by the market

and

Aug 30, 2022

M&A Arb: Microsoft / Activision Deal Part I To understand the current deal, we need to go back in time for context

Mar 24

Update on our trade notes from the FXLV/KLIM take private

Mar 13

A fitness IPO that's grabbed our attention for all the wrong reasons

Feb 13

Is Peloton a Zero or Hero?Can the new CEO right the ship or just slow the inevitable?

Oct 31, 2022

XPOF: Unit Growth the Driver of Operational Leverage AUVs near pre-pandemic levels + unit growth fuel margin expansion

Jun 22, 2022

WOOF: Banking on the Pet Industry Why we believe Petco has all the makings of delivering outsized shareholder returns

May 19, 2022

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts