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Chart of the Week

Chart of the Week

HIMS: The Tough 'Ask' for Filling the GLP-1 Void

May 14, 2025

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7 min read

HIMS: The Tough 'Ask' for Filling the GLP-1 Void

The critical visual to understand the GLP-1 'cost' in a post-shortage world

Paul Cerro
Paul Cerro

Chart of the Week

COTW: Cava Has Officially Reached Stratospheric Levels per Unit

Nov 13, 2024

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3 min read

COTW: Cava Has Officially Reached Stratospheric Levels per Unit

Paul Cerro
Paul Cerro

Chart of the Week

COTW: Cava's Nosebleed Valuation Makes (No)Sense?

Jun 16, 2024

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4 min read

COTW: Cava's Nosebleed Valuation Makes (No)Sense?

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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