Cedar Grove Capital Management
Paul CerroMulti-strategy investment fund focused on L/S, M&A Arb, and other Special Situations.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 191 |
| Subscribers | Read | cedargrovecm.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding
Summarized notes from two lawyers on the GLP-1 shortage and compounding post-shortage
Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s
Previous estimates for GLP-1 contribution may have been seriously underestimated
🚩Alert on GEN Restaurant Group (GENK)
Why recent information has made us question the accuracy of unit history in filings
Expert Call: FDA Lawyer's Thoughts On GLP-1 Shortage
Notes from our conversation with an FDA lawyer with >40 years of experience
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Authors
The writers behind this newsletter.
Former investment banker @MerrillLynch in the consumer goods and retail space. Currently CIO of Cedar Grove Capital Management which specializes in long/short, merger arb, IPOs, and special situation research.
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