Sitemap - 2024 - Cedar Grove Capital Management
M&A Arb: Betting Against Soho House (SHCO)
7 Themes We're Monitoring In 2025
Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes
🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations
Prisoner's Dilemma: When (If?) to Run for the Exit
Daktronics (DAKT) Potential to $40/Share
🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)
Update: Going Over GENK and OWLT Q3'24 Earnings Results
Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts
BBW: After An >150% Return, Build-A-Bear Still Looks Close to a Double
COTW: Cava Has Officially Reached Stratospheric Levels per Unit
🎙️ IC #1: Post-Mortem On Our Thematic Pet Trade
HIMS: Post Q3 Earnings Breakdown + Issues That Marketing Is Telling Us
HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT
Quick Pre-Earnings Update on GEN Restaurant (GENK)
The Real Impact of Technology on QSR Restaurant Growth & Margins
Judge Favors FTC: Update on TPR Takeover of CPRI
IPO Notes: KinderCare Learning Centers (KLC)
Quick Pitch: Owlet (OWLT) Betting On A Turnaround In Baby Care
Earnings Update: Red Cat Holdings (RCAT) And The Impending U.S. Army SRR Contract
Requesting Your Opinion (2 minutes)
MAMA: The Meatballs Are Still Rolling Along
Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update
GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter
Performance Update: RCAT +53%; WW +84%
HIMS: Icarus Might Be Flying Too Close To The Sun
HIMS: Pre-Earnings Commentary and Updated Model
RCAT: Event-Driven Trade Could Be Worth ~200%
By the Numbers: Modeling Hims GLP-1 Business
Recession Indicator: Sahm Rule Getting Close to Triggering
MAMA: M&A, Meatballs, and Margin Expansion in this Turnaround Story
COTW: Cava's Nosebleed Valuation Makes (No)Sense?
Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt
IPO Notes: FLY-E Group Pricing Looking A Little Too Rich
New Position - Quick Pitch: "Going International"
GEN Restaurant (GENK): A Multi-bagger In The Making
M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)
Defense Contractors: Peace Means Having the Bigger Stick
DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It
M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
IPO Notes: EV Maker FLY-E Group Going Public
WW Update: Survey Says, More Pain Ahead
CRE: "$1.2 Trillion of Losses Somewhere"
Quick Update: Revisiting 2 IPOs and 2 Arb Trades
IPO Notes: Amer Sports Goes Public