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Cedar Grove Capital Management
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.

🚗 Americans Keeping Their Cars for Longer

Feb 23, 2022

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3 min read

🚗 Americans Keeping Their Cars for Longer

Paul Cerro
Paul Cerro
Recession Indicator Starting to Flash

Feb 16, 2022

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3 min read

Recession Indicator Starting to Flash

Paul Cerro
Paul Cerro
Sweetgreen: Serving Green But Bleeding Red

Feb 11, 2022

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13 min read

Sweetgreen: Serving Green But Bleeding Red

Why a millennial favorite is overvalued and still has room to fall further

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

Feb 7, 2022

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3 min read

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

Paul Cerro
Paul Cerro
No Pain, No Gain. XPOF Going Higher

Feb 1, 2022

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3 min read

No Pain, No Gain. XPOF Going Higher

Paul Cerro
Paul Cerro
How Much is Each "Subscriber" Worth?

Jan 28, 2022

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3 min read

How Much is Each "Subscriber" Worth?

Paul Cerro
Paul Cerro
RH: Too Cheap to Ignore at These Levels

Jan 25, 2022

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3 min read

RH: Too Cheap to Ignore at These Levels

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Paul Cerro
Paul Cerro
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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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