Cedar Grove Capital Management
Paul CerroMulti-strategy investment fund focused on L/S, M&A Arb, and Event Driven.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 135 | Subscribers | Read | cedargrovecm.com |
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Q1'24 CGC Quarterly Letter
# Fund Performance
M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry
One of the hardest parts with merger arb is playing the waiting game when not much, if at all, news has come out regarding the deal. The last time I shared my thoughts, I highlighted that I would be shocked to see any of the commissions sue...
IPO Notes: EV Maker FLY-E Group Going Public
While I was reading around from my list of authors, I came across an IPO that caught my eye because it was founded right here in Queens, NY. The company is called FLY-E Group (holding company) which specializes in designing, installing, and...
WW Update: Survey Says, More Pain Ahead
Factoring the after-hours price movement, is down:
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Authors
The writers behind this newsletter.
Former investment banker @MerrillLynch in the consumer goods and retail space. Currently a portfolio manager at Cedar Grove Capital, a L/S hedge fund in NYC, where we invest in the consumer goods, retail, and cannabis spaces.
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