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Cedar Grove Capital Management
🏡 RH: Nothing Stopping this Bullet Train

Jul 20, 2021

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3 min read

🏡 RH: Nothing Stopping this Bullet Train

Why Restoration Hardware (RH) has, is, and will continue to kill it in the home furnishings and experiential department.

🚀 SPCE Coming Back Down to Earth

Jul 19, 2021

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15 min read

🚀 SPCE Coming Back Down to Earth

Despite Virgin Galactic's recent string of good news, this over-the-moon valuation cannot be justified

Paul Cerro
Paul Cerro
Twitter: The Modern Comeback Story

Jun 16, 2021

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16 min read

Twitter: The Modern Comeback Story

How an age-old tech company went from a slow burn to coming back with some sharp teeth and "reach for the moon" goals

Paul Cerro
Paul Cerro
BARK: The New Dog Co. on the Block

Jun 1, 2021

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16 min read

BARK: The New Dog Co. on the Block

Why BARK, the parent to BarkBox, is the up and coming dog DTC company subscription company with stellar unit economics

Paul Cerro
Paul Cerro
Coinbase (COIN), Leading the Way in the Crypto Market

May 25, 2021

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14 min read

Coinbase (COIN), Leading the Way in the Crypto Market

Why Coinbase is poised to become more than just your average crypto exchange

Paul Cerro
Paul Cerro
Fiverr: Why the Freelance Economy is Here to Stay

May 17, 2021

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12 min read

Fiverr: Why the Freelance Economy is Here to Stay

Fiverr (FVRR) flourished during the pandemic, but it helped set the stage for how companies pay for work

Paul Cerro
Paul Cerro
The Honest Co. (HNST), is Honestly Overvalued

May 10, 2021

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14 min read

The Honest Co. (HNST), is Honestly Overvalued

Why Jessica Alba's eco-friendly consumer brand is not worth its current valuation

Paul Cerro
Paul Cerro
Hydrofarm: Picks and Shovels

May 4, 2021

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13 min read

Hydrofarm: Picks and Shovels

Why Hydrofarm (HYFM) is a great investment for helping fuel the growth of indoor vertical farming

Paul Cerro
Paul Cerro
My first short idea: Chewy, Inc (CHWY)

Apr 26, 2021

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12 min read

My first short idea: Chewy, Inc (CHWY)

Why this howling pet company will be losing steam in a post-pandemic world

Paul Cerro
Paul Cerro
Agrify - The "Little" Vertical Farm That Could

Apr 19, 2021

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8 min read

Agrify - The "Little" Vertical Farm That Could

2020 earnings release shows impressive growth and a promising future for this small-cap indoor farming player

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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