Cedar Grove Capital | Paul Cerro | Substack

Equity Research

Deep dive analysis into single name stocks.

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XPOF: Unit Growth the Driver of Operational Leverage AUVs near pre-pandemic levels + unit growth fuel margin expansion

Jun 22

WOOF: Banking on the Pet Industry Why we believe Petco has all the makings of delivering outsized shareholder returns

May 19

DPZ: Domino's Down But Not Out Why DPZ's underlying business model will set it up for continued success

Apr 27

Sweetgreen: Serving Green But Bleeding Red Why a millennial favorite is overvalued and still has room to fall further

Feb 11

No Pain, No Gain. XPOF Going Higher Why this boutique fitness studio stock is going higher in a post-COVID world

Feb 1

RH: Too Cheap to Ignore at These Levels Restoration Hardware is on a tear financially, but its stock price is beyond disconnected

Jan 25

Why I believe that FIGS scrubs has been grossly overestimated to be the lululemon of healthcare

Nov 29, 2021

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