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7 Themes We're Monitoring In 2025

Dec 31, 2024

•

4 min read

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

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
The Real Impact of Technology on QSR Restaurant Growth & Margins

Oct 27, 2024

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9 min read

The Real Impact of Technology on QSR Restaurant Growth & Margins

How technology is helping improve resturant-level operations

Paul Cerro
Paul Cerro
Recession Indicator: Sahm Rule Getting Close to Triggering

Jul 9, 2024

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8 min read

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

Paul Cerro
Paul Cerro

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

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