Cedar Grove Capital Management

Cedar Grove Capital Management

Home
Podcast
Notes
Chat
Equity Research
Chart of the Week
Opinion
Industry/Trends
Investor Letters
Portfolio Updates
About

Sitemap - 2023 - Cedar Grove Capital Management

Intraday Volatility Taking A Breather During 2023

M&A Arb Update: Amazon Buying iRobot

Negative Equity Fallout

M&A Arb Update: Tapestry Acquiring Capri

My Canary In The Coal Mine: Pets

Q3'23 CGC Quarterly Letter

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

Special Situation: Peloton Needs to be Acquired

$NVO: The Co. Worth More Than Denmark

GLP-1s: Effective But With A Catch

Q2'23 CGC Quarterly Letter

Invite your friends to read Cedar Grove Capital Management

Cava IPO A Boom or a Bust?

Leading Indicators: What Cardboard Tells us

CGC Portfolio Position Update #5

Slowly At First, Then All At Once

The Weight On Their Backs

Earnings Recap: XPOF & PTON

Spec Sit Update: Latch $LTCH Making A Deal

CGC Portfolio Position Update #4

M&A Arb: Microsoft / Activision Deal Part II

BNPL: Buy Now, Pay Never

Spec Sit: Latch $LTCH Trading Below Liquidation Value

Q1'23 CGC Quarterly Letter

RH '22 Earnings: An Inflection Point

M&A Arb: Microsoft / Activision Deal Part I

You Want Outsized Returns? Start Small.

M&A Arb Update: FXLV Going Private

CGC Portfolio Position Update #3

Soft Landing GDP "Bros" Are In La La Land

Trading Strategy Beat the S&P, QQQ, & DIA in 2022

IPO Notes: Interactive Strength (TRNR)

The Ticking Time Bomb No One Is Talking About

CGC Portfolio Position Update #2

Q4'22 & 2022 CGC Quarterly Letter

© 2025 Paul Cerro
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More