Cedar Grove Capital Management

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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…
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Paul Cerro
Table of Contents
Everything you're looking for is right here. Site navigation.
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Paul Cerro
Q1'24 CGC Quarterly Letter
Frontrunning, expectation resets and callibration/consolidation
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Paul Cerro
3

March 2024

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
What's taking so long for the deal to close (or not)?
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Paul Cerro
5
IPO Notes: EV Maker FLY-E Group Going Public
A profitable IPO that I might actually consider buying
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Paul Cerro

February 2024

WW Update: Survey Says, More Pain Ahead
What the recent WW's earnings release tells us about the future
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Paul Cerro
CRE: "$1.2 Trillion of Losses Somewhere"
Listen now | Why the pain trade of CRE is only getting started
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Paul Cerro
2
11:51
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)
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Paul Cerro
3

January 2024

IPO Notes: Amer Sports Goes Public
Company growth looks great, but valuation looking a little rich
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Paul Cerro
10:43
Weight Watchers International: Dreams & Aspirations
Why Weight Watchers pivot to GLP-1s is anything but realistic
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Paul Cerro
2
16:48
Q4'23 CGC Quarterly Letter
Rates, rallies, covers, and trades — how Q4 was full of surprises
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Paul Cerro
14

December 2023

Intraday Volatility Taking A Breather During 2023
Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023
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Paul Cerro
© 2024 Paul Cerro
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