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The Sift

The Sift

The Sift No.1

May 5, 2026

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7 min read

The Sift No.1

Analytical Perspectives on Equity Selection and Market Data.

Paul Cerro

Cedar Grove Capital Management

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

© 2026 Cedar Grove Capital Management.

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