Cedar Grove Capital

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Summary of the Week in Consumer and Retail
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Q2'22 CGC Quarterly LetterA tough quarter, but going back to the roots
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XPOF: Unit Growth the Driver of Operational LeverageAUVs near pre-pandemic levels + unit growth fuel margin expansion
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Summary of the Week in Consumer and Retail
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RH: Too Cheap to Ignore at These Levels
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Q2'22 CGC Quarterly Letter
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NewCommunity
How Amazon is slowly losing share in the e-commerce market
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Summary of the Week in Consumer and Retail
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Summary of the Week in Consumer and Retail
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Summary of the Week in Consumer and Retail
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Summary of the Week in Consumer and Retail
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Daily price moves in the S&P 500 have surpassed all previous years in the last decade YTD
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Twitter Merger Arbitrage Very AttractiveWhy Twitter has all the chips in the battle with Elon
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Petco Vital Care Economics Fueling GrowthWhy this service offering from Petco makes sense for any dog or cat owner
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RH: Too Cheap to Ignore at These Levels
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Q2'22 CGC Quarterly Letter
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Cedar Grove Capital

Fundamentals-based, long/short, hedge fund focused on the consumer and cannabis industries.
Recommendations
Margin of Safety Investing
Margin of Safety Investing
Simon Handrahan
Investment Talk
Investment Talk
Conor MacNeil
Banking on the Market
Banking on the Market
Ayesha Tariq

Cedar Grove Capital

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