The Investors' Corner
By Paul Cerro
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Category: Investing
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Episodes: 48
Description
Cedar Grove Capital Management's quick equity takes and business interviews.
| Episode | Date |
|---|---|
|
🎙️ IC #9: Talking Telehealth and HIMS w/ Ashwin Sharma
|
Feb 04, 2026 |
|
🎙️IC #8 Lessons From The Past
|
Dec 30, 2025 |
|
🎙️ IC #7: A Phoenix Rising From the Ashes - Talking Weight Watchers (WW) Post-Bankruptcy
|
Dec 02, 2025 |
|
🎙️ IC #6: Talking Sanuwave Health (SNWV) w/Tenva Capital
|
Oct 02, 2025 |
|
🎙️ IC #5: Can PTON Sail Again? w/Alex Morris
|
Jun 04, 2025 |
|
🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook
|
Feb 27, 2025 |
|
🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations
|
Dec 16, 2024 |
|
🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)
|
Dec 01, 2024 |
|
🎙️ IC #1: Post-Mortem On Our Thematic Pet Trade
|
Nov 06, 2024 |
|
RCAT: Event-Driven Trade Could Be Worth ~200%
|
Jul 23, 2024 |
|
Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt
|
Jun 12, 2024 |
|
M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)
|
May 08, 2024 |
|
Defense Contractors: Peace Means Having the Bigger Stick
|
Apr 28, 2024 |
|
CRE: "$1.2 Trillion of Losses Somewhere"
|
Feb 24, 2024 |
|
IPO Notes: Amer Sports Goes Public
|
Jan 30, 2024 |
|
Weight Watchers International: Dreams & Aspirations
|
Jan 15, 2024 |
|
M&A Arb Update: Amazon Buying iRobot
|
Dec 26, 2023 |
|
Negative Equity Fallout
|
Dec 21, 2023 |
|
Slowly At First, Then All At Once
|
May 29, 2023 |
|
Earnings Recap: XPOF & PTON
|
May 27, 2023 |
|
M&A Arb: Microsoft / Activision Deal Part II
|
Apr 23, 2023 |
|
RH '22 Earnings: An Inflection Point
|
Apr 03, 2023 |
|
M&A Arb: Microsoft / Activision Deal Part I
|
Mar 24, 2023 |
|
Winter is Coming
|
Dec 24, 2022 |
|
PTON: A Zero or Hero?
|
Oct 31, 2022 |
|
F45 (FXLV) M&A Arbitrage Play
|
Oct 10, 2022 |
|
Why Petco Is A Better ROI Than Chewy
|
Sep 27, 2022 |
|
Broken Arrow: The Consumer is Not "Okay"
|
Sep 06, 2022 |
|
BBW: Stuffed With Unrecognized Value
|
Aug 30, 2022 |
|
XPOF: Unit Growth the Driver of Operational Leverage
|
Jun 22, 2022 |
|
Twitter Merger Arbitrage Very Attractive
|
Jun 13, 2022 |
|
Petco Vital Care Economics Fueling Growth
|
May 31, 2022 |
|
The Real Reason The Stock Market Is Down
|
May 22, 2022 |
|
WOOF: Banking on the Pet Industry
|
May 19, 2022 |
|
What Drives Total Shareholder Return
|
May 09, 2022 |
|
DPZ: Domino's Down But Not Out
|
Apr 27, 2022 |
|
M&A Trade Idea Returning ~70%?
|
Apr 20, 2022 |
|
SBC: This Is A Chart You Don't Want To Miss
|
Apr 13, 2022 |
|
🚗 Americans Keeping Their Cars for Longer
|
Feb 23, 2022 |
|
Recession Indicator Starting to Flash
|
Feb 16, 2022 |
|
Sweetgreen: Serving Green But Bleeding Red
|
Feb 11, 2022 |
|
Amazon Buying Peloton? Here's The Case For Both Sides
|
Feb 07, 2022 |
|
No Pain, No Gain. XPOF Going Higher
|
Feb 01, 2022 |
|
How Much is Each "Subscriber" Worth?
|
Jan 28, 2022 |
|
RH: Too Cheap to Ignore at These Levels
|
Jan 25, 2022 |
|
Fitness in a Post COVID World
|
Jan 20, 2022 |
|
2021 IPOs Are Selling Off
|
Jan 18, 2022 |
|
Volatility the New Normal?
|
Jan 03, 2022 |