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For new investors to Commonstock - read below!
Good afternoon!
For those of you that just joined Commonstock or followed me, welcome!
A little about me, I run a L/S US equities portfolio, called Cedar Grove Capital based out of NYC, focused on the consumer(tech) and cannabis industries.
I'd highly recommend you check it out 👉🏼 https://cedargrovecapital.substack.com/
What you get when you subscribe to our newsletter:
- Weekly-ish Chart of the Week emails where I break down a chart into a few summarized key points to help inform you or keep you up to date on certain topics (ex. How Much is Each "Subscriber" Worth?)
- Deep dive analysis into an industry that has significant growth potential (ex. Vertical Farming: Don’t Sleep on this Opportunity)
- Trend I’m Watching which dives into a trend that peeks my interest enough to look into companies that can either benefit or be hurt by such trend (ex. Coffee Prices Getting Squeezed)
- 1-2 monthly deep dives into a stock I either have a position in or am considering taking a position in. These posts are not short (avg. word count ~3,000), and include many aspects including interviews with users, product reviews, and my model output for valuations (ex. FIGS: Not the lululemon of Healthcare )
- Personal Thoughts where I express my opinions about a certain topic related to finance, the stock market, or investing. (ex. Uh, Tesla is Worth How Much Now?)
- Full transparency of my portfolio so you can track my performance and weighting within my portfolio. This can be used, to an extent, to help formulate your own portfolio management.
- Quarterly updates on my portfolio that highlight my buys and sells, if any, as well as fund commentary and thoughts going forward.
- BONUS: All my posts will be accompanied by an audio option (2022 onwards). For any reason you cannot read the posts, I’ll record a ‘read aloud’ of the same article so you can listen.
Companies that I've publicly published research on are below:
- $WOOF - Petco
- $CHWY - Chewy
- $BARK - Bark
- $AGFY - Agrify
- $HYFM - Hydrofarm
- $SMG - Scott's Miracle-Gro
- $UGRO - UrbanGro
- $HNST - Honest Co.
- $APPH - AppHarvest
- $HOOD - Robinhood
- $SPCE - Virgin Galactic
- $TWTR - Twitter
- $COIN - Coinbase
- $FVRR - Fiverr
- $RH - Restoration Hardware
- $FIGS - Figs
- $XPOF - Xponential Fitness
- $SG - Sweetgreen
Companies that I've held/hold positions in but did not provide public research are below:
- $BRCC - Black Rifle Coffee Co
- $DPZ - Domino's
- $ORLY - O'Reilly Automotive
- $RENT - Rent the Runway
- $FXLV - F45 Fitness
- $WRBY - Warby Parker
- $ELF - e.l.f Beauty
- $AQUA - Evoqua Water Tech
If you're interested in getting detailed coverage of the space, deep dives into single names and industries all while accompanied by an audio version, I highly recommend you click below and sign up for the newsletter. It's completely free! 👉🏼 Newsletter + Website
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