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Weekly Snack #34
New Investment Pitches, General Research, and Tweets of the Week
Jul 21
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Paul Cerro
10
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Weekly Snack #33
New Investment Pitches, General Research, and Tweets of the Week
Jul 14
•
Paul Cerro
6
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Weekly Snack #33
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May 2024
Quick Update
Hi folks, Sorry, there is no Weekly Snack this week. As some of you may know, I recently turned my other newsletter, Cedar Grove Capital Management…
May 19
•
Paul Cerro
3
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Quick Update
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Weekly Snack #32
Homebuliders, monopolies, industry leaders, and FTC complaints
May 12
•
Paul Cerro
9
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Weekly Snack #31
Semiconductors, one of the hottest stocks on FinTwit, high cash low multiple marketing businesses and a rental company
May 5
•
Paul Cerro
9
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April 2024
Weekly Snack #30
Should we bail on yoga pants? A tax-shielded investment vehicle and a special situation arb play
Apr 28
•
Paul Cerro
15
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Weekly Snack #29
Toe nail fungus treatment, P2P shipping in Asia and good ole fashion American Pizza
Apr 21
•
Paul Cerro
14
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Weekly Snack #29
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Weekly Snack #28
An interesting deSPAC with organs, UK greeting cards and Korean BBQ?
Apr 14
•
Paul Cerro
8
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Weekly Snack #27
Fallen angels, quick service food, second-hand growth and a few short takes
Apr 7
•
Paul Cerro
8
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Weekly Snack #27
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March 2024
Weekly Snack #26
Merger arb updates, compounders, multi-baggers, and a near double idea
Mar 31
•
Paul Cerro
9
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Weekly Snack #26
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Weekly Snack #25
Recession resistant ideas, short plays, two turnarounds and a seriously special situation
Mar 17
•
Paul Cerro
12
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Weekly Snack #25
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Weekly Snack #24
Royalty plays, and 2 re-ratings in the CPG space that warrants your attention
Mar 10
•
Paul Cerro
8
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Weekly Snack #24
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