The Investors' Corner

Dec 16 2024 47 ep. 16 mins 2
The Investors' Corner Podcast artwork

Cedar Grove Capital's quick equity takes and business interviews.

www.cedargrovecm.com

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

Dec 16 2024 35 mins  
Exploring Build-A-Bear's (BBW) Strategic Evolution and GrowthIn this episode of The Investor's Corner, Paul Cerro, Chief Investment Officer at Cedar Grove Capital Management, talks with Gary Schnierow, Head of Investor Relations at Build-A-Bear Workshop (BBW). They discuss the company's growth and adaptation strategies over the past few decades, from its focus on experiential retai

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

Dec 01 2024 14 mins  
David vs. Goliath: Parker Vision's Battle Against QualcommIn this deep dive episode, we unravel the intricate legal battle between Parker Vision and Qualcomm, highlighting the underdog's fight against a tech giant. The episode explores the revolutionary D2D technology developed by Parker Vision, the breakdown of licensing negotiations, and subsequent lawsuits alleging patent infrin

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

Nov 06 2024 41 mins  
Welcome to The Investors Corner: Evaluating the Pet Trade In the inaugural episode of The Investors Corner podcast, Paul Cerro, Chief Investment Officer at Cedar Grove Capital Management, discusses the investment learnings behind their thematic pet trade. Paul explains the rationale for going long on Petco and shorting Chewy during the post-COVID pet adoption boom. The episode cove

RCAT: Event-Driven Trade Could Be Worth ~200%

Jul 23 2024 44 mins  
TL;DR* Red Cat Holdings (RCAT) is in the final two to be considered for a multi-year Army drone contract that could be worth ~$450 million; ~3.3x current market cap* Strong probability the company wins the contract given current contractor's (incumbent) battlefield issues and arguably inferior drone design* Additional exposure to other programs/contracts means a no-contract win doe

Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt

Jun 12 2024 4 mins  
This is a free preview of a paid episode. To hear more, visit www.cedargrovecm.comPreliminary disclaimer: In order to continue being completely transparent with you all, I need to disclose that I was previously an employee of Roman Health Ventures (“Ro”), a direct competitor of Hims & Hers Health (HIMS). While I have not been an employee of them for several years, I’m still v

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

May 08 2024 31 mins  
As my first paid research post, I’m going to be going over the FTC complaint in detail and address all of their concerns, and provide rebuttals and counterpoints to each argument.Those of you reading this for the first time can read my prior two posts below from December of 2023 and March of this year.In each of those posts, I addressed the deal overall, and why before the FTC su

Defense Contractors: Peace Means Having the Bigger Stick

Apr 28 2024 15 mins  
My old man had a philosophy: peace means having a bigger stick than the other guy.- Tony StarkEver since the dawn of time, men have been engaged in conflict primarily for economic, religious, and political reasons. From the ashes of WW2, the United States rose to become one of the world’s superpowers and thus, a key player in shaping the new world order. However, to be the keeper

CRE: "$1.2 Trillion of Losses Somewhere"

Feb 24 2024 11 mins  
“Once a $3 trillion asset class, offices now are probably worth $1.8 trillion. There’s $1.2 trillion of losses spread somewhere, and nobody knows exactly where it all is.”- Barry SternlichtThe first real public domino to fall in the CRE trade was New York Community Bank NYCB . In one day after the company reported $185 million in net charge-offs in the fourth quarter and cut

IPO Notes: Amer Sports Goes Public

Jan 30 2024 10 mins  
Amer Sports, an outdoor and sports equipment maker, recently announced that it was going public and is looking to begin trading on February 1st, 2023 under the ticker symbol (AS). F-1 here.The Finland-based company is looking to raise ~$1.7 billion at an $8.7 billion market cap. For those of you who might not recognize the name (not surprising), you should hopefully recognize some

Weight Watchers International: Dreams & Aspirations

Jan 15 2024 16 mins  
**First and foremost before I dive into today’s post, I want to apologize for not sharing this note sooner with you all. 2023 was quite a hard year personally as I had both parents dealing with cancer-related issues and a portfolio company to manage.Because of that, I wasn’t able to really post my notes much last year as I clearly had other priorities. Thankfully, they’re bot