Cedar Grove Capital Management (“CGCM”) is proud to offer its advisory management services through its separately managed account structure. CGCM specializes in a multi-strategy investment approach with an emphasis on small caps and below companies, as well as managing an opportunistic short book and other special situations. If you’re interested in learning more, please visit www.cedargrovecm.com or view our public research www.cedargroveresearch.com.
All information provided herein by Cedar Grove Capital Management, LLC (“CGCM”) 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. CGCM 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. CGCM may buy, sell, or otherwise change the form or substance of any of its investments. CGCM disclaims any obligation to notify the market of any such changes.
Good morning, everyone.
I apologize if it seems I have been absent. Earlier in June, I was preparing to attend the Planet MicroCap conference, where I not only a) had the privilege to pitch a stock, but b) needed to spend the time to at least understand what companies did before I looked like a deer in headlights while talking to dozens of management teams.
On top of that, I’m currently on vacation for the first time in two years, so please forgive me if I just need to take a few weeks to not stare at my screen. I’ve been working on sending out notes from the conference, as well as other things to share that I think will be helpful to many. I hope to get them out by the weekend of the 4th; if not, then a few days after.
However, staying on the aforementioned topic, I was at the Planet Micro Cap Conference in mid-June, where I was asked to pitch a stock to other investors at the event. I chose to pitch a company that we currently have a position in, and have covered extensively throughout the last ~16 months. That company is LENSAR (LNSR).
We only had ~10/12 minutes to present, so the presentation below is super simple, short, and to the point. It is not one of the more in-depth reports that we share and you're accustomed to receiving.
I presented the pitch live, which thankfully was recorded and shared by the Planet MicroCap team on YouTube (below).
If you'd like to get more context, you can find our original write-up (here) that explains the company more in-depth. For others, just search the ticker via our website.
Download high-resolution PDF below.
Always, if you have any questions, please be sure to reach out. Again, we appreciate your support of our work.
Until next time,
Paul Cerro | Cedar Grove Capital Management
Personal Twitter: @paulcerro
Fund Twitter: @cedargrovecm
Fund Website
Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“CGCM”) 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.
CGCM 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. CGCM may buy, sell, or otherwise change the form or substance of any of its investments. CGCM 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 CGCM. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or 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 CGCM, which are subject to change and which CGCM does not undertake to update. Due to, among other things, the volatile nature of the markets, an investment in our separately managed account structure will 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.