Invite your friends to read Cedar Grove Capital Management

Cava IPO A Boom or a Bust?

Going over what the recent hottest restaurant IPO suggests

Leading Indicators: What Cardboard Tells us

CGC Portfolio Position Update #5

Changes made to our portfolio as of 06.02.2023

Slowly At First, Then All At Once

The Weight On Their Backs

Why the S&P500 rising this year is all but an illusion

Earnings Recap: XPOF & PTON

Spec Sit Update: Latch $LTCH Making A Deal

Why this recent M&A deal suggests that LTCH has a lot more room to run

CGC Portfolio Position Update #4

Changes made to our portfolio as of 05.05.2023

M&A Arb: Microsoft / Activision Deal Part II