Logo
Cedar Grove Capital Management
Search
Subscribe
Sign In
Home
Archive
Authors
Table of Contents
In the Press
Contact Us

Why We're Excited About These New Situations: LNSR, PRPL, and LE

Sep 8, 2025

•

23 min read

Why We're Excited About These New Situations: LNSR, PRPL, and LE

An update on DKS/FL, LNSR and new ideas for PRPL and LE

Paul Cerro
Paul Cerro
A Bunch of Quick Position Updates

Jun 5, 2025

•

21 min read

A Bunch of Quick Position Updates

SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS

Paul Cerro
Paul Cerro
M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

May 19, 2025

•

17 min read

M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

The asymmetric opportunity after the DKS sell-off last week

Paul Cerro
Paul Cerro
A Few Updates and Two Pitches

Jan 21, 2025

•

24 min read

A Few Updates and Two Pitches

Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.

Paul Cerro
Paul Cerro
M&A Arb: Betting Against Soho House (SHCO)

Dec 29, 2024

•

13 min read

M&A Arb: Betting Against Soho House (SHCO)

Why we speculate that the take private deal won't go through

Paul Cerro
Paul Cerro
Judge Favors FTC: Update on TPR Takeover of CPRI

Oct 24, 2024

•

4 min read

Judge Favors FTC: Update on TPR Takeover of CPRI

Paul Cerro
Paul Cerro
Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update

Sep 8, 2024

•

28 min read

Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update

Looking at the most recent documents leading up to the

Paul Cerro
Paul Cerro

Cedar Grove Capital Management

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

© 2025 Cedar Grove Capital Management.

Privacy policy

Terms of use

Powered by beehiiv