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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)?
 • 
Paul Cerro
5
IPO Notes: EV Maker FLY-E Group Going Public
A profitable IPO that I might actually consider buying
 • 
Paul Cerro

February 2024

WW Update: Survey Says, More Pain Ahead
What the recent WW's earnings release tells us about the future
 • 
Paul Cerro

January 2024

IPO Notes: Amer Sports Goes Public
Company growth looks great, but valuation looking a little rich
 • 
Paul Cerro
10:43
Weight Watchers International: Dreams & Aspirations
Why Weight Watchers pivot to GLP-1s is anything but realistic
 • 
Paul Cerro
2
16:48

December 2023

M&A Arb Update: Amazon Buying iRobot
Why uncertainty with the EU shouldn't scare you as much as you think
 • 
Paul Cerro
4
16:02
M&A Arb Update: Tapestry Acquiring Capri
Addressing the current spread of the deal and the risks associated with closing
 • 
Paul Cerro
4

August 2023

Special Situation: Peloton Needs to be Acquired
Quick take on earnings and a surprise change of heart?
 • 
Paul Cerro
6

June 2023

Cava IPO A Boom or a Bust?
Listen now | Going over what the recent hottest restaurant IPO suggests
 • 
Paul Cerro
19:23

May 2023

Earnings Recap: XPOF & PTON
Going over my earnings notes for Xponential Fitness and Peloton
 • 
Paul Cerro
14:07
Spec Sit Update: Latch $LTCH Making A Deal
Why this recent M&A deal suggests that LTCH has a lot more room to run
 • 
Paul Cerro
© 2024 Paul Cerro
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