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@paulcerro
Paul Cerro
$25.9M follower assets
PM @ Cedar Grove Capital | Multi-strategy investment fund | Thematic investing | Ex IB @MerrillLynch | Disclaimer: Not investment advice www.cedargrovecm.com
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Paul Cerro's avatar
Paul Cerro
$25.9MFollowers
@paulcerro10/29/2023
Weekly Snacks #7 out now!
Equities

Research
  • GLP-1s
  • Rolex
  • Moats, management, valuation
  • Roman Empire
  • Antitrusts
  • JPowell / Greenspan
  • VC reset

Have a look below and subscribe!

www.weeklysnacks.com
Weekly Snack #7
New Equity Idea Generation, Twitter Posts, and General Reasearch of the Week
Paul Cerro's avatar
Paul Cerro
$25.9MFollowers
@paulcerro09/25/2023
Thank you for 100 🥳🥳
Hit 100 subs yesterday! Thank you to all who have signed up to receive the weekly letter.

We've shared some pretty interesting pitches from aspiring managers, writers and investors.

If you're looking for idea generation, sign up below, it's free!

post media
www.weeklysnacks.com
Weekly Snacks | Paul Cerro | Substack
Weekly newsletter of compiled investment ideas, Twitter posts, and research. Every Sunday in snack form. Click to read Weekly Snacks, by Paul Cerro, a Substack publication with hundreds of subscribers.
Paul Cerro's avatar
Paul Cerro
$25.9MFollowers
@paulcerro09/01/2023
🚨 Announcement 🚨 please read!
So I've decided to start a new weekly newsletter that compiles investment ideas (regardless of industry/sector), interesting Twitter threads/posts, and general research.

It's a way to bring lots of investors together with idea generation that they otherwise might not have been exposed to.

If you know of any interesting ideas, please share them in the comments below. If you yourself have posted recent research that you think is worth sharing, please do the same.

Posts will go out every Sunday in bit-size "snacks" for investors to chew on via @weeklysnacks

Follow and subscribe below

www.weeklysnacks.com
Weekly Snacks | Paul Cerro | Substack
Weekly newsletter of compiled investment ideas, Twitter posts, and research. Every Sunday in snack form. Click to read Weekly Snacks, by Paul Cerro, a Substack publication with hundreds of subscribers.
Nathan Worden
@nathanworden09/01/2023
I am currently a proponent of the idea that Spire Global is undervalued.

TLDR;
At ~1x ARR $SPIR equity is likely worth multiples of what it is trading at now. The opportunity exits because the market believes the most likely outcome is dilution because of their large amount of high-interest variable debt. The market is expecting the worst, but management says they will get to FCF profitability somewhere between Q1-Q3 of next year. If they execute on this, the market will re-rate $SPIR higher.

How'd I do @valuetowhom?
+ 1 comment
Paul Cerro's avatar
Paul Cerro
$25.9MFollowers
@paulcerro08/27/2023
Peloton a Special Situation
$PTON Peloton reported earnings last week and the results were very disappointing. The stock sold off ~30% in PM and recovered slightly by EoD

The company has increased its churn, lowered margins, and its balance sheet is looking tight.

www.cedargrovecm.com
Special Situation: Peloton Needs to be Acquired
Quick take on earnings and a surprise change of heart?
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