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Cedar Grove Capital Management
Petco Vital Care Economics Fueling Growth

May 31, 2022

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3 min read

Petco Vital Care Economics Fueling Growth

Paul Cerro
Paul Cerro
The Real Reason The Stock Market Is Down

May 22, 2022

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3 min read

The Real Reason The Stock Market Is Down

Paul Cerro
Paul Cerro
WOOF: Banking on the Pet Industry

May 19, 2022

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3 min read

WOOF: Banking on the Pet Industry

Paul Cerro
Paul Cerro
What Drives Total Shareholder Return

May 9, 2022

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3 min read

What Drives Total Shareholder Return

Paul Cerro
Paul Cerro
DPZ: Domino's Down But Not Out

Apr 27, 2022

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3 min read

DPZ: Domino's Down But Not Out

Paul Cerro
Paul Cerro
M&A Trade Idea Returning ~70%?

Apr 20, 2022

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3 min read

M&A Trade Idea Returning ~70%?

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

Apr 13, 2022

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3 min read

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

Paul Cerro
Paul Cerro
The Price We Pay For Convenience

Apr 1, 2022

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3 min read

The Price We Pay For Convenience

Delivery apps are training us to be comfortable paying more for the same thing, but how much more?

Are VCs And Bankers Helping Short Sellers?

Mar 14, 2022

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3 min read

Are VCs And Bankers Helping Short Sellers?

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

📉 Wait, These Prices Look Familiar...

Mar 7, 2022

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3 min read

📉 Wait, These Prices Look Familiar...

With global macro issues driving down the market, we're starting to see very similar prices in numerous companies we haven't seen since even 2020.

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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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