Logo
Cedar Grove Capital Management
Search
Subscribe
Sign In
Home
Archive
Authors
Table of Contents
In the Press
Podcast
Our Fund
Contact Us
Logo
Cedar Grove Capital Management
The S&P's Back Hurts

Dec 20, 2021

•

3 min read

The S&P's Back Hurts

S&P is up 23% YTD but not everyone is winning

The Epic Rise and Fall of SPACs

Dec 17, 2021

•

3 min read

The Epic Rise and Fall of SPACs

How 2020 and 2021 were blockbuster years for SPACs but led to lackluster returns

Bottled Water is Booming

Dec 3, 2021

•

3 min read

Bottled Water is Booming

Americans desire for bottled water has nearly tripled in just over 22 years

FIGS: Not the lululemon of Healthcare Apparel

Nov 29, 2021

•

3 min read

FIGS: Not the lululemon of Healthcare Apparel

Why I believe that FIGS scrubs has been grossly overestimated to be the lululemon of healthcare

Coffee Prices Getting Squeezed ☕

Nov 23, 2021

•

3 min read

Coffee Prices Getting Squeezed ☕

If you haven't noticed the price of your daily cup of Joe going up, perhaps it's on the way

Uh, Tesla is Worth How Much Now?

Nov 12, 2021

•

3 min read

Uh, Tesla is Worth How Much Now?

Why Tesla's size makes absolutely no sense but betting against it would be crazy

SMG: Earnings Support LONG Thesis

Nov 8, 2021

•

3 min read

SMG: Earnings Support LONG Thesis

After SMG reported better than expected earnings last week, things are looking up

[SHORTs Update] Buy to Cover +36.5%

Nov 1, 2021

•

3 min read

[SHORTs Update] Buy to Cover +36.5%

If you haven't already, it's time to cover most the SHORT positions from earlier in the year

Cannabis: Rome Wasn't Built in a Day

Oct 28, 2021

•

3 min read

Cannabis: Rome Wasn't Built in a Day

Why the U.S. cannabis market will richly reward investors who show patience

SMG: Buy two, get one free

Oct 11, 2021

•

3 min read

SMG: Buy two, get one free

Why the market is currently mispricing Scotts Miracle-Gro business segments

Load more

Cedar Grove Capital Management

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

© 2026 Cedar Grove Capital Management.
beehiivPowered by beehiiv