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Cedar Grove Capital

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Content Type Analysis
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REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

April 17, 2025, 12:09 p.m.

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Market Ignores CPRI Divestment; An Opportunity For New Investors

April 13, 2025, 11:30 a.m.

Some Paywall
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Q1'25 CGC Quarterly Letter

April 6, 2025, 12:02 p.m.

Some Paywall
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Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape

March 25, 2025, 2:03 p.m.

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Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

March 24, 2025, 5:09 p.m.

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

March 19, 2025, 11:05 a.m.

Some Paywall
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Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO

March 11, 2025, 11:15 a.m.

Some Paywall
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HIMS: Napoleon Begins His March Towards Russia?

March 3, 2025, 12:31 p.m.

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🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook

Feb. 27, 2025, 4 p.m.

Some Paywall
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LNSR: LENSAR Upside Into Global Clearance Looks Compelling

Feb. 24, 2025, 12:31 p.m.

Some Paywall
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Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding

Feb. 18, 2025, 12:31 p.m.

Some Paywall
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Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s

Feb. 18, 2025, 12:31 p.m.

Some Paywall
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🚩Alert on GEN Restaurant Group (GENK)

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

Some Paywall
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Expert Call: FDA Lawyer's Thoughts On GLP-1 Shortage

Feb. 2, 2025, 1:02 p.m.

Some Paywall
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HIMS GLP-1 Shortage: The End is Nigh

Jan. 27, 2025, 12:31 p.m.

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A Few Updates and Two Pitches

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

Some Paywall
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HIMS: "A Bridge Too Far"

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

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

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

Some Paywall
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Q4'24 CGC Quarterly Letter

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

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

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

Some Paywall
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7 Themes We're Monitoring In 2025

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

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

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

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

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

Some Paywall
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Proof is in the Pudding

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

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

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

Some Paywall