Cedar Grove Capital Management | Paul Cerro | Substack

Table of Contents

Everything you're looking for is right here. Site navigation.

Apr 16 •

DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It

To recap, back in April of 2022, I wrote my first piece on Domino’s Pizza (DPZ) once it started turning over after its incredible run-up of just over…

Apr 20 •

Q1'24 CGC Quarterly Letter

Frontrunning, expectation resets and callibration/consolidation

Apr 5 •

Most Popular

Spec Sit: Latch $LTCH Trading Below Liquidation Value

Apr 16, 2023

Cava IPO A Boom or a Bust?

Jun 11, 2023 • Paul Cerro

M&A Arb Update: Tapestry Acquiring Capri

Dec 7, 2023 • Paul Cerro

Q4'23 CGC Quarterly Letter

Jan 7 • Paul Cerro

My Canary In The Coal Mine: Pets

Dec 5, 2023 • Paul Cerro

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

Mar 25 • Paul Cerro

Sign-up to get premium Consumer, Retail, and Tech research right in your inbox.

Recent posts

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

What's taking so long for the deal to close (or not)?

Mar 25 •

IPO Notes: EV Maker FLY-E Group Going Public

A profitable IPO that I might actually consider buying

Mar 20 •

WW Update: Survey Says, More Pain Ahead

What the recent WW's earnings release tells us about the future

Feb 29 •

11:51

CRE: "$1.2 Trillion of Losses Somewhere"

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

Feb 24 •

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)

Feb 12 •

10:43

IPO Notes: Amer Sports Goes Public

Company growth looks great, but valuation looking a little rich

Jan 30 •

16:48

Weight Watchers International: Dreams & Aspirations

Why Weight Watchers pivot to GLP-1s is anything but realistic

Jan 15 •

Q4'23 CGC Quarterly Letter

Rates, rallies, covers, and trades — how Q4 was full of surprises

Jan 7 •

Intraday Volatility Taking A Breather During 2023

Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023

Dec 29, 2023 •

Podcasts & Interviews

CCM - RH & Luxury - 12.14.23

MoS Investing - 11.14.23

CCM - Buying SMBs - 12.22.22

MBP - Consumer Talk - 12.08.22

MBP - Consumer/Cannabis - 7.28.22

CCM - Petco - 7.28.22

CCM - Xponential Fitness - 6.16.22

Recommendations

Paul Cerro

Overlooked Alpha

Overlooked Alpha

Margin of Safety Investing

Simon Handrahan

Herb Greenberg | On the Street

Herb Greenberg

Devin LaSarre

Cedar Grove Capital Management

Cedar Grove Capital Management

Multi-strategy investment fund focused on L/S, M&A Arb, and Special Situations.

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts