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Cedar Grove Capital Management
Black Friday: Fools Gold Indicator

Nov 28, 2022

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3 min read

Black Friday: Fools Gold Indicator

Why you need to be cautious of preliminary headlines from consumer spending this holiday

VIX Signaling No Recession?

Nov 15, 2022

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3 min read

VIX Signaling No Recession?

Why the market "fear gauge" may not be broken

PTON: A Zero or Hero?

Oct 31, 2022

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3 min read

PTON: A Zero or Hero?

Paul Cerro
Paul Cerro
U.S. Excess Savings Dwindling

Oct 13, 2022

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3 min read

U.S. Excess Savings Dwindling

Consumers excess savings from COVID are dropping at an alarming rate

F45 (FXLV) M&A Arbitrage Play

Oct 10, 2022

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3 min read

F45 (FXLV) M&A Arbitrage Play

Paul Cerro
Paul Cerro
Why Petco Is A Better ROI Than Chewy

Sep 27, 2022

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3 min read

Why Petco Is A Better ROI Than Chewy

Paul Cerro
Paul Cerro
Broken Arrow: The Consumer is Not "Okay"

Sep 6, 2022

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3 min read

Broken Arrow: The Consumer is Not "Okay"

Paul Cerro
Paul Cerro
BBW: Stuffed With Unrecognized Value

Aug 30, 2022

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21 min read

BBW: Stuffed With Unrecognized Value

Paul Cerro
Paul Cerro
It's All About "Perspective"

Aug 29, 2022

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3 min read

It's All About "Perspective"

Why looking under the hood on retail names is incredibly important

Amazon loses steam in 2022

Aug 3, 2022

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3 min read

Amazon loses steam in 2022

How Amazon is slowly losing share in the ecommerce market

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Cedar Grove Capital Management

Multi-strategy equity research focused on L/S, M&A Arb, and other Special Situations.

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