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Cedar Grove Capital Management
A Few Updates and Two Pitches

Jan 21, 2025

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24 min read

A Few Updates and Two Pitches

Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.

Paul Cerro
Paul Cerro
HIMS: "A Bridge Too Far"

Jan 12, 2025

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17 min read

HIMS: "A Bridge Too Far"

Why we've decided to flip short on Hims and Hers Health (HIMS)

Paul Cerro
Paul Cerro
Yutrepia's Launch: A Catalyst for Liquidia (LQDA)

Jan 7, 2025

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19 min read

Yutrepia's Launch: A Catalyst for Liquidia (LQDA)

Why we think the path to a 2x for LQDA is likely

Paul Cerro
Paul Cerro
M&A Arb: Betting Against Soho House (SHCO)

Dec 29, 2024

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13 min read

M&A Arb: Betting Against Soho House (SHCO)

Why we speculate that the take private deal won't go through

Paul Cerro
Paul Cerro
7 Themes We're Monitoring In 2025

Dec 24, 2024

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3 min read

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Paul Cerro
Paul Cerro
Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes

Dec 22, 2024

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19 min read

Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes

Portfolio Update #9

Paul Cerro
Paul Cerro
🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations

Dec 16, 2024

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4 min read

🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations

Introducing investors to the evolution and current strategy of Build-A-Bear

Paul Cerro
Paul Cerro
Prisoner's Dilemma: When (If?) to Run for the Exit

Dec 13, 2024

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13 min read

Prisoner's Dilemma: When (If?) to Run for the Exit

Investors currently facing tough decisions heading into the end of the year

Paul Cerro
Paul Cerro
Daktronics (DAKT) Potential to $40/Share

Dec 8, 2024

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23 min read

Daktronics (DAKT) Potential to $40/Share

A follow-up to our original note on why we're bullish on DAKT

Paul Cerro
Paul Cerro
🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)

Dec 1, 2024

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8 min read

🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)

An overview of the trade from the work of 1 Main Capital

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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