IPOs

IPO Notes: Suja Life (SUJA) is a Bet on...Soda?

Jun 1, 2026

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11 min read

IPO Notes: Suja Life (SUJA) is a Bet on...Soda?

Why the decline in the recent IPO improves the R/R, but still leaves potential issues for investors looking to get involved

Paul Cerro

IPOs

IPO Notes: Unprofitable Once Upon A Farm (OFRM) Goes Public

Mar 6, 2026

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27 min read

IPO Notes: Unprofitable Once Upon A Farm (OFRM) Goes Public

Taking a look at the recent OFRM IPO, co-founded by actress Jennifer Garner, and why it could be an interesting setup for the newest CPG brand to hit the market

Paul Cerro

Shorts

IPO Notes: Gloo Holdings (GLOO) Nosebleed Valuation is Higher Than Heaven

Nov 19, 2025

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27 min read

IPO Notes: Gloo Holdings (GLOO) Nosebleed Valuation is Higher Than Heaven

Why we think this new IPO is doomed to fail

Paul Cerro

IPOs

IPO Notes: KinderCare Learning Centers (KLC)

Oct 20, 2024

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16 min read

IPO Notes: KinderCare Learning Centers (KLC)

Why I'm not convinced that this company is worth going along for the ride

Paul Cerro

Shorts

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

Jun 4, 2024

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8 min read

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

Why I decided to pass on this micro-cap IPO

Paul Cerro

IPOs

IPO Notes: EV Maker FLY-E Group Going Public

Mar 20, 2024

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17 min read

IPO Notes: EV Maker FLY-E Group Going Public

A profitable IPO that I might actually consider buying

Merger Arb

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

Feb 12, 2024

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10 min read

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)

Paul Cerro

IPOs

Jan 30, 2024

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13 min read

IPO Notes: Amer Sports Goes Public

Company growth looks great, but valuation looking a little rich

Paul Cerro

IPOs

Jun 11, 2023

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11 min read

Cava IPO A Boom or a Bust?

Going over what the recent hottest restaurant IPO suggests

Paul Cerro

Shorts

Feb 13, 2023

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6 min read

IPO Notes: Interactive Strength (TRNR)

A fitness IPO that's grabbed our attention for all the wrong reasons

IPOs

Jul 26, 2021

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14 min read

💰 Robinhood Not Worth the Coin

Why the hottest trading platform of 2020 is more expensive than what it's presumably worth

Paul Cerro

Shorts

The Honest Co. (HNST), is Honestly Overvalued

May 10, 2021

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14 min read

The Honest Co. (HNST), is Honestly Overvalued

Why Jessica Alba's eco-friendly consumer brand is not worth its current valuation

Paul Cerro

IPOs

IPO Notes: Suja Life (SUJA) is a Bet on...Soda?

IPO Notes: Unprofitable Once Upon A Farm (OFRM) Goes Public

IPO Notes: Gloo Holdings (GLOO) Nosebleed Valuation is Higher Than Heaven

IPO Notes: KinderCare Learning Centers (KLC)

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

IPO Notes: EV Maker FLY-E Group Going Public

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

IPO Notes: Amer Sports Goes Public

Cava IPO A Boom or a Bust?

IPO Notes: Interactive Strength (TRNR)

💰 Robinhood Not Worth the Coin

The Honest Co. (HNST), is Honestly Overvalued

Cedar Grove Capital Management