Sitemap - 2022 - Cedar Grove Capital Management

A Most Volatile Year

The Disconnect Between Reality and Perception in Cannabis

Winter is Coming

Empty Words. Empty Promises. Exert Patience.

CGC Portfolio Position Update #1

Black Friday: Fools Gold Indicator

Going Private. Funding Secured.

VIX Signaling No Recession?

PTON: A Zero or Hero?

U.S. Excess Savings Dwindling

F45 (FXLV) M&A Arbitrage Play

Consumer & Retail Report #14: 10/9 Recap

Consumer & Retail Report #13: 10/2 Recap

Q3'22 CGC Quarterly Letter

Why Petco Is A Better ROI Than Chewy

Consumer & Retail Report #12: 9/25 Recap

Consumer & Retail Report #11: 9/18 Recap

Consumer & Retail Report #10: 9/11 Recap

Broken Arrow: The Consumer is Not "Okay"

Consumer & Retail Report #9: 9/4 Recap

BBW: Stuffed With Unrecognized Value

It's All About "Perspective"

Consumer & Retail Report #8: 8/28 Recap

Consumer & Retail Report #7: 8/21 Recap

Consumer & Retail Report #6: 8/14 Recap

Q2'22 CGC Quarterly Letter

Consumer & Retail Report #5: 8/7 Recap

Amazon loses steam in 2022

Consumer & Retail Report #4: 7/31 Recap

Consumer & Retail Report #3: 7/24 Recap

Consumer & Retail Report #2: 7/17 Recap

Consumer & Retail Report #1: 7/10 Recap

Intraday Volatility Hitting Decades High

XPOF: Unit Growth the Driver of Operational Leverage

Twitter Merger Arbitrage Very Attractive

Petco Vital Care Economics Fueling Growth

The Real Reason The Stock Market Is Down

WOOF: Banking on the Pet Industry

What Drives Total Shareholder Return

DPZ: Domino's Down But Not Out

M&A Trade Idea Returning ~70%?

SBC: This Is A Chart You Don't Want To Miss

Q1'22 CGC Quarterly Letter

The Price We Pay For Convenience

Are VCs And Bankers Helping Short Sellers?

📉 Wait, These Prices Look Familiar...

🚗 Americans Keeping Their Cars for Longer

Recession Indicator Starting to Flash

Sweetgreen: Serving Green But Bleeding Red

Amazon Buying Peloton? Here's The Case For Both Sides

No Pain, No Gain. XPOF Going Higher

How Much is Each "Subscriber" Worth?

RH: Too Cheap to Ignore at These Levels

Fitness in a Post COVID World

2021 IPOs Are Selling Off

Volatility the New Normal?