Cedar Grove Capital

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Content

Cedar Grove Capital

A Few Updates and Two Pitches

Jan. 21, 2025, 12:15 p.m.

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Cedar Grove Capital

HIMS: "A Bridge Too Far"

Jan. 12, 2025, 1:01 p.m.

Some Paywall

Cedar Grove Capital

Yutrepia's Launch: A Catalyst for Liquidia (LQDA)

Jan. 7, 2025, 12:31 p.m.

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Cedar Grove Capital

Q4'24 CGC Quarterly Letter

Jan. 2, 2025, 2:30 p.m.

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Cedar Grove Capital

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

Dec. 29, 2024, 2:05 p.m.

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Cedar Grove Capital

7 Themes We're Monitoring In 2025

Dec. 24, 2024, 1:02 p.m.

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Cedar Grove Capital

Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes

Dec. 22, 2024, 1:01 p.m.

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Cedar Grove Capital

🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations

Dec. 16, 2024, 4:02 p.m.

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Cedar Grove Capital

Proof is in the Pudding

Dec. 15, 2024, 1:31 p.m.

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Cedar Grove Capital

Prisoner's Dilemma: When (If?) to Run for the Exit

Dec. 13, 2024, 1:03 p.m.

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Cedar Grove Capital

Daktronics (DAKT) Potential to $40/Share

Dec. 8, 2024, 12:44 p.m.

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Cedar Grove Capital

🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)

Dec. 1, 2024, 1:01 p.m.

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Cedar Grove Capital

Update: Going Over GENK and OWLT Q3'24 Earnings Results

Nov. 24, 2024, 12:31 p.m.

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Cedar Grove Capital

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

Nov. 17, 2024, 12:30 p.m.

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Cedar Grove Capital

BBW: After An >150% Return, Build-A-Bear Still Looks Close to a Double

Nov. 13, 2024, 12:31 p.m.

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Cedar Grove Capital

COTW: Cava Has Officially Reached Stratospheric Levels per Unit

Nov. 13, 2024, 12:05 p.m.

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Cedar Grove Capital

IC #1: Post-Mortem On Our Thematic Pet Trade

Nov. 6, 2024, 12:30 p.m.

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Cedar Grove Capital

HIMS: Post Q3 Earnings Breakdown + Issues That Marketing Is Telling Us

Nov. 5, 2024, 12:08 p.m.

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Cedar Grove Capital

Weekly Snacks #38

Nov. 3, 2024, 1:02 p.m.

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Cedar Grove Capital

HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT

Oct. 30, 2024, 11:25 a.m.

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Cedar Grove Capital

Quick Pre-Earnings Update on GEN Restaurant (GENK)

Oct. 28, 2024, 5:41 p.m.

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Cedar Grove Capital

The Real Impact of Technology on QSR Restaurant Growth & Margins

Oct. 27, 2024, 12:15 p.m.

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Cedar Grove Capital

Judge Favors FTC: Update on TPR Takeover of CPRI

Oct. 24, 2024, 8:38 p.m.

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Cedar Grove Capital

IPO Notes: KinderCare Learning Centers (KLC)

Oct. 20, 2024, 12:02 p.m.

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Cedar Grove Capital

Q3'24 CGC Quarterly Letter

Oct. 6, 2024, 11:31 a.m.

Some Paywall

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