
Opinions/Thoughts
Articles about my opinion on various topics dealing with the markets, industries, or companies.
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Cedar Grove Capital Management
“Paul has a great grasp of the consumer goods industry, and does a great breaking down the companies in his investable universe.”
Young Money Capital, Young Money Cap’s Newsletter
“Paul offers unique L/S insights, primarily focusing the consumer and cannabis industries.”
Devin LaSarre, Invariant
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