Archive - Industry/Trends of Cedar Grove Capital Management

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Dec 24, 2024 •

October 2024

The Real Impact of Technology on QSR Restaurant Growth & Margins

How technology is helping improve resturant-level operations

Oct 27, 2024 •

July 2024

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

Jul 9, 2024 •

April 2024

Defense Contractors: Peace Means Having the Bigger Stick

Listen now | Why the world remilitarizing will benefit defense contractors

Apr 28, 2024 •

15:15

February 2024

CRE: "$1.2 Trillion of Losses Somewhere"

Listen now | Why the pain trade of CRE is only getting started

Feb 24, 2024 •

11:51

September 2023

"Diamonds Are Forever. Even If They're Grown."

Diamonds have recently gathered a lot of headline attention because of the rate and popularity of lab-grown diamonds.

Sep 13, 2023 •

August 2023

$NVO: The Co. Worth More Than Denmark

Recent GLP-1 news has sent the value of $NVO to new highs

Aug 17, 2023 •

July 2023

GLP-1s: Effective But With A Catch

Why the hype for GLP-1s isn't as easy as you think

Jul 10, 2023 •

February 2022

🚗 Americans Keeping Their Cars for Longer

Why Americans are holding onto their cars for longer, and how to play the trend

Feb 23, 2022 •

January 2022

Fitness in a Post COVID World

With the rise of at-home fitness, what will the industry look like post-pandemic

Jan 20, 2022 •

15:59

December 2021

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