Cedar Grove Capital | Paul Cerro | Substack

Opinions/Thoughts

Articles about my opinion on various topics dealing with the markets, industries, or companies.

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Twitter Merger Arbitrage Very Attractive Why Twitter has all the chips in the battle with Elon

Jun 13

Petco Vital Care Economics Fueling Growth Why this service offering from Petco makes sense for any dog or cat owner

May 31

M&A Trade Idea Returning ~70%?Why Microsoft's deal to acquire Activision has plenty of money left on the table

Apr 20

In a hot private capital market, it seems like valuations have become really disconnected

Mar 14

Amazon Buying Peloton? Here's The Case For Both Sides Amazon has a history of acquisitions, so is there validity in this rumor?

Feb 7

Looking back at a tough year and what I'm thinking for 2022

Dec 30, 2021

Why Tesla's size makes absolutely no sense but betting against it would be futile

Nov 12, 2021

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