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Cedar Grove Capital Management
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
The Dog Goes, WOOF! WOOF!

Apr 1, 2021

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16 min read

The Dog Goes, WOOF! WOOF!

How Petco is positioned for a major comeback in the pet space with the stock seeing significant upside.

Paul Cerro
Paul Cerro
Green Thumb Industries - the Weed that Can't Stop Growing

Mar 30, 2021

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5 min read

Green Thumb Industries - the Weed that Can't Stop Growing

The recent pullback in the stock amid blowout earnings release represents a strong entry point for a starter position

Paul Cerro
Paul Cerro
Green Thumb Industries is growing like a weed, pun intended

Mar 11, 2021

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17 min read

Green Thumb Industries is growing like a weed, pun intended

Cannabis is booming, are you coming along for the ride?

Paul Cerro
Paul Cerro

Cedar Grove Capital Management

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

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