Special Situation

Longs

Bunch of Quick Earnings Updates - Part II: (REAL, KITS, SNWV, LNSR)

Nov 13, 2025

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25 min read

Bunch of Quick Earnings Updates - Part II: (REAL, KITS, SNWV, LNSR)

Going over earnings and our thoughts given updated information

Paul Cerro

Special Situation

Oct 21, 2025

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11 min read

WW: The Value Unlock is in the Credit Agreement

Why prioritizing deleveraging alone leads to unrealized equity appreciation

Paul Cerro

Longs

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

Sep 8, 2025

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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

Bankruptcy

Aug 25, 2025

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22 min read

Special Situation: Betting on WW Post-Bankruptcy

Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss

Paul Cerro

Longs

Jun 5, 2025

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21 min read

A Bunch of Quick Position Updates

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

Paul Cerro

Special Situation

Market Ignores CPRI Divestment; An Opportunity For New Investors

Apr 13, 2025

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10 min read

Market Ignores CPRI Divestment; An Opportunity For New Investors

Why we still think CPRI shareholders can make an outsized return from selling Versace

Paul Cerro

Longs

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Mar 19, 2025

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18 min read

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print

Paul Cerro

Longs

Jan 21, 2025

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24 min read

A Few Updates and Two Pitches

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

Paul Cerro

Longs

Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts

Nov 17, 2024

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12 min read

Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts

Portfolio Update #8

Paul Cerro

Merger Arb

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

Sep 8, 2024

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28 min read

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

Looking at the most recent documents leading up to the

Paul Cerro

Merger Arb

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

May 8, 2024

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33 min read

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

Rebuttals against core complaints, backed by data and research

Paul Cerro

Merger Arb

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

Mar 25, 2024

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10 min read

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

What's taking so long for the deal to close (or not)?

Paul Cerro

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

Event-Driven

Jul 23, 2023

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8 min read

RCAT: Event-Driven Trade Could Be Worth ~200%

Dissecting a U.S. Army contract that could reshape the future of Red Cat Holdings

Paul Cerro

Special Situation

Bunch of Quick Earnings Updates - Part II: (REAL, KITS, SNWV, LNSR)

WW: The Value Unlock is in the Credit Agreement

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

Special Situation: Betting on WW Post-Bankruptcy

A Bunch of Quick Position Updates

Market Ignores CPRI Divestment; An Opportunity For New Investors

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

A Few Updates and Two Pitches

Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts

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

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

RCAT: Event-Driven Trade Could Be Worth ~200%

Cedar Grove Capital Management