Hey everyone,

If you’re receiving this post, it’s because you’ve supported my research and are also still a free subscriber.

I announced last Sunday that I was going to take this newsletter to the next level and turn it into an investment research platform and make it into a business. In the various posts that I’ve written, there have been over a dozen of my ideas that have generated phenomenal returns.

Can look at my table of contents to go to each individual name from above with a link to the research.

If you’d like to read my brief announcement, you can do so below. It includes more stats and information should you choose to have a read.

That means that from now on, most of the content I put out will be for paid subscribers, but don’t fret! Free subscribers will still get the occasional free post on various topics that I’ve written in the past.

As part of my transition, I wanted to offer all of you the same rate that I offered to my supporters last year which was $16/mo or $120/year (FX adjusted) for a whole 12 months. That offer will expire at the end of today which means starting Sunday morning EST, the updated price will be $35/mo or $250/year (FX adjusted).

Students using an email ending in .edu will have their rate at $5/mo or $50/year (FX adjusted) in perpetuity. Just use the respective offers below.

As a reminder of what you will get if you go paid, I’ve included the table below.

I released my first paid post (free preview included) this past Wednesday, where I dissected the FTC complaint against Tapestry (TPR) in their acquisition of Capri (CPRI) to give you a taste of what to expect.

For those of you who might be on the fence or have questions, please feel free to reach out to me via the direct message button below.

I’d like to thank all of you again for being supporters over the years and for those who have already signed up in the last few days. I hope to continue adding value to your research process and introduce you to new and exciting ideas.

The next paid post will be coming out tomorrow highlighting my recent portfolio changes and commentary as a baseline for you to follow along. On the 22nd, I’ll be releasing the next scheduled equity research post as a part of being a paid subscriber. It’s a new idea that I’m quite excited about and have been very quietly building a position in. I’m looking forward to sharing it with you all soon.

Until next time,

Paul Cerro | Cedar Grove Capital

Personal Twitter: @paulcerro

Fund Twitter: @cedargrovecm

Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital”) is for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Cedar Grove Capital may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Cedar Grove Capital may buy, sell, or otherwise change the form or substance of any of its investments. Cedar Grove Capital disclaims any obligation to notify the market of any such changes.
The enclosed material is confidential and not to be reproduced or redistributed in whole or in part without the prior written consent of Cedar Grove Capital. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Cedar Grove Capital which are subject to change and which Cedar Grove Capital does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

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