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Apr 16
•
Paul Cerro
7
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Table of Contents
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Q1'24 CGC Quarterly Letter
Frontrunning, expectation resets and callibration/consolidation
Apr 5
•
Paul Cerro
13
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Q1'24 CGC Quarterly Letter
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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)?
Mar 25
•
Paul Cerro
13
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M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
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5
IPO Notes: EV Maker FLY-E Group Going Public
A profitable IPO that I might actually consider buying
Mar 20
•
Paul Cerro
12
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IPO Notes: EV Maker FLY-E Group Going Public
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February 2024
WW Update: Survey Says, More Pain Ahead
What the recent WW's earnings release tells us about the future
Feb 29
•
Paul Cerro
9
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WW Update: Survey Says, More Pain Ahead
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CRE: "$1.2 Trillion of Losses Somewhere"
Listen now | Why the pain trade of CRE is only getting started
Feb 24
•
Paul Cerro
11:51
11
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CRE: "$1.2 Trillion of Losses Somewhere"
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2
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
•
Paul Cerro
8
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Quick Update: Revisiting 2 IPOs and 2 Arb Trades
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3
January 2024
IPO Notes: Amer Sports Goes Public
Company growth looks great, but valuation looking a little rich
Jan 30
•
Paul Cerro
10:43
6
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IPO Notes: Amer Sports Goes Public
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Weight Watchers International: Dreams & Aspirations
Why Weight Watchers pivot to GLP-1s is anything but realistic
Jan 15
•
Paul Cerro
16:48
8
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Weight Watchers International: Dreams & Aspirations
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2
Q4'23 CGC Quarterly Letter
Rates, rallies, covers, and trades — how Q4 was full of surprises
Jan 7
•
Paul Cerro
21
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Q4'23 CGC Quarterly Letter
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14
December 2023
Intraday Volatility Taking A Breather During 2023
Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023
Dec 29, 2023
•
Paul Cerro
7
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Intraday Volatility Taking A Breather During 2023
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M&A Arb Update: Amazon Buying iRobot
Why uncertainty with the EU shouldn't scare you as much as you think
Dec 26, 2023
•
Paul Cerro
16:02
9
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M&A Arb Update: Amazon Buying iRobot
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