# ![@cedargrovecm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1418299649048391680.png) @cedargrovecm Cedar Grove Capital Management

Cedar Grove Capital Management posts on X about cedar, $hims, in the, company the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1418299649048391680/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418299649048391680/c:line/m:interactions.svg)

- [--] Week [-----] -92%
- [--] Month [------] -74%
- [--] Months [-------] +58%
- [--] Year [-------] +22%

### Mentions: [--] [#](/creator/twitter::1418299649048391680/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418299649048391680/c:line/m:posts_active.svg)

- [--] Month [--] -17%
- [--] Months [--] +7.10%
- [--] Year [--] -60%

### Followers: [-----] [#](/creator/twitter::1418299649048391680/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418299649048391680/c:line/m:followers.svg)

- [--] Week [-----] +0.66%
- [--] Month [-----] +3.80%
- [--] Months [-----] +34%
- [--] Year [-----] +87%

### CreatorRank: [---------] [#](/creator/twitter::1418299649048391680/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418299649048391680/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  69.52% [finance](/list/finance)  30.48% [technology brands](/list/technology-brands)  9.52% [cryptocurrencies](/list/cryptocurrencies)  8.57% [social networks](/list/social-networks)  6.67% [fashion brands](/list/fashion-brands)  2.86% [currencies](/list/currencies)  1.9% [luxury brands](/list/luxury-brands)  1.9% [financial services](/list/financial-services)  0.95% [countries](/list/countries)  0.95%

**Social topic influence**
[cedar](/topic/cedar) #6, [$hims](/topic/$hims) #235, [in the](/topic/in-the) 19.05%, [company](/topic/company) 15.24%, [$cpri](/topic/$cpri) 10.48%, [$genk](/topic/$genk) 7.62%, [growth](/topic/growth) 7.62%, [ipo](/topic/ipo) 6.67%, [$tpr](/topic/$tpr) 6.67%, [market](/topic/market) 5.71%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@realligercub](/creator/undefined) [@ashwinreads](/creator/undefined) [@ccmbrett](/creator/undefined) [@ccmryan](/creator/undefined) [@paulcerro](/creator/undefined) [@sankatyhead](/creator/undefined) [@yiqinsh](/creator/undefined) [@bobvh33](/creator/undefined) [@wsj](/creator/undefined) [@ros](/creator/undefined) [@kevonstage](/creator/undefined) [@lhamtil](/creator/undefined) [@planetmicrocap](/creator/undefined) [@tsohinvesting](/creator/undefined) [@allurionceo](/creator/undefined) [@thecapitalgame](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Capri Holdings Limited (CPRI)](/topic/$cpri) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [Tapestry, Inc. (TPR)](/topic/$tpr) [Novo-Nordisk (NVO)](/topic/$nvo) [Soho House & Co Inc (SHCO)](/topic/$shco) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Xponential Fitness, Inc. (XPOF)](/topic/$xpof) [Eli Lilly and Company (LLY)](/topic/$lly) [WOOF (WOOF)](/topic/$woof) [Chewy, Inc. (CHWY)](/topic/$chwy) [WW International, Inc. Common Stock (WW)](/topic/$ww) [DarkShield Games Studio (DKS)](/topic/$dks) [Foot Locker, Inc. (FL)](/topic/$fl) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Gloo Holdings, Inc. (GLOO)](/topic/$gloo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Limitus (LMT)](/topic/$lmt) [General Dynamics Corporation (GD)](/topic/$gd) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Fly-E Group, Inc. (FLYE)](/topic/$flye) [Signet Jewelers Limited (SIG)](/topic/$sig) [Abivax SA (ABVX)](/topic/$abvx) [Sweetgreen Inc. (SG)](/topic/$sg) [Twitter Inc (TWTR)](/topic/$twtr) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Lots of headlines have been coming out about the declining prices of mined diamonds v lab-grown While visually chemically and physically identical to a natural diamond lab-created diamonds can cost up to 85% less See why the market for LG diamonds is just heating up 👇🏼 $SIG"  
[X Link](https://x.com/cedargrovecm/status/1701940246500286912)  2023-09-13T12:45Z [----] followers, 327.1K engagements


"And just like that one week after IPO $GLOO acquires its next company to. *checks notes* tap into different languages Makes no sense considering a majority of $GLOO's end clients are US-based Christians who predominantly speak English. No deal price announced but we would chalk this one up to another acquisition that makes little sense. https://twitter.com/i/web/status/1993311379034394844 https://twitter.com/i/web/status/1993311379034394844"  
[X Link](https://x.com/cedargrovecm/status/1993311379034394844)  2025-11-25T13:30Z [----] followers, [----] engagements


"Just shared a quick update on our largest position GEN Restaurant $GENK for paid investors. Briefly go over new unit build developments the impact from such and then the new(ish) Hibachi venture in CA. Link in bio to check out"  
[X Link](https://x.com/cedargrovecm/status/1850956633662276051)  2024-10-28T17:43Z [----] followers, [----] engagements


"This morning we shared a 🚩 Alert on GEN Restaurant $GENK initially spotted by @realLigerCub. There seems to be some misleading or selectively omitted context around historical unit closures that raises additional flags with management. With trust being an important factor in holding this name recent resignation of the Co-CEO and slow unit openings in Q4 we've exited this trade. Can read about the decision and findings below. https://www.cedargrovecm.com/p/alert-on-gen-restaurant-group-genk https://www.cedargrovecm.com/p/alert-on-gen-restaurant-group-genk"  
[X Link](https://x.com/anyuser/status/1887895137327726909)  2025-02-07T16:04Z [----] followers, [----] engagements


"This morning we sent around a "bunch of quick updates" regarding current or past positions that we've shared research on. Those updates are as follows - Soho House $SHCO - LENSAR $LNSR - Liquidia $LQDA - Capri $CPRI - GEN Restaurant $GENK - DICK'S Sportng Goods $DKS/ $FL - Hims and Hers Health $HIMS Can find it in the usual place below. Enjoy https://www.cedargrovecm.com/p/a-bunch-of-quick-position-updates https://www.cedargrovecm.com/p/a-bunch-of-quick-position-updates"  
[X Link](https://x.com/cedargrovecm/status/1930662216782483954)  2025-06-05T16:25Z [----] followers, 18.4K engagements


"Newest out Gloo Holdings $GLOO a technology company in the faith-based industry is going public today. We think that this IPO reeks of desperation and after pricing $2 below the low end of the range the company is grossly overvalued. See why below. https://www.cedargroveresearch.com/p/ipo-notes-gloo-holdings-gloo-nosebleed-valuation-is-higher-than-heaven https://www.cedargroveresearch.com/p/ipo-notes-gloo-holdings-gloo-nosebleed-valuation-is-higher-than-heaven"  
[X Link](https://x.com/cedargrovecm/status/1991152399528972771)  2025-11-19T14:31Z [----] followers, 24K engagements


"🎙 IC #8 Lessons From The Past out now. As an investor it's essential to reflect on your mistakes and identify what you got wrong in order to improve. In this episode we go into our trades with $HIMS $GENK and $LQDA / $REAL for our topic examples Learn on someone else's dime https://www.cedargroveresearch.com/p/ic-8-lessons-from-the-pastutm_source=www.cedargroveresearch.com&utm_medium=newsletter&utm_campaign=ic-8-lessons-from-the-past&_bhlid=6ac07304dba44d8db70ed36ba3344cb4acd06fd3"  
[X Link](https://x.com/cedargrovecm/status/2006057811432649201)  2025-12-30T17:40Z [----] followers, 19K engagements


"This morning we released our recent note on a special situation trade regarding Abivax $ABVX and the rumors around a potential buyout. The company has a stellar de-risked drug asset that is looking to complete maintenance data in Q2'26 and we think the downside is limited. See why we're optimistic below https://www.cedargroveresearch.com/p/special-situation-all-eyes-on-abvx https://www.cedargroveresearch.com/p/special-situation-all-eyes-on-abvx"  
[X Link](https://x.com/cedargrovecm/status/2019107416055415220)  2026-02-04T17:54Z [----] followers, [----] engagements


"On Wednesday we released our most recent Investors' Corner podcast episode with @Ashwinreads to discuss telehealth and $HIMS The timing couldn't have been more perfect. We talked about ➡ The issues with their GRAIL test ➡ The dark side of lab tests and telehealth in general ➡ International push via ZAVA ➡ The SNAC patent (perfectly timed) ➡ And much more Have a listen below for free and see why within 24hours it all made sense. https://www.cedargroveresearch.com/p/ic-9-talking-telehealth-and-hims-w-ashwin-sharma"  
[X Link](https://x.com/cedargrovecm/status/2019827412805079248)  2026-02-06T17:35Z [----] followers, [----] engagements


"Nice to see that $DPZ has reduced total shares outstanding by 20.4M (36%) shares over the last [--] years"  
[X Link](https://x.com/cedargrovecm/status/1524187650101551104)  2022-05-11T00:40Z [----] followers, [--] engagements


"Was great speaking with @CCM_Brett @CCM_Ryan about Xponential Fitness $XPOF and its growth potential To help visually understand the operational leverage XPOF has we released a new post this AM to coincide with our original research and the podacast 👇🏼 https://cedargrovecapital.substack.com/p/units-the-driver-of-margin-expansion#details Deep Dive: Xponential Fitness $XPOF with @paulcerro - Boutique fitness franchises - Subscriptions for in-person/digital classes - 73% Q1 revenue growth - How does this differ from other fitness companies Spotify➡https://t.co/13fpKHzK8T"  
[X Link](https://x.com/cedargrovecm/status/1539582213435662336)  2022-06-22T12:12Z [----] followers, [--] engagements


"When it comes to retailers and thoughts of a possible recession I want to show off $LULU and how they did pre/during/post the GFC - Continued to grow while taking a minor hit to topline growth - NTM EV/EBITDA bottomed at 4.1x and ended at 19.7x - Current 18x COVID low 16.5x"  
[X Link](https://x.com/cedargrovecm/status/1540018100124504064)  2022-06-23T17:05Z [----] followers, [--] engagements


"Back in February we released our short thesis on Sweetgreen $SG. Our thesis resolved around - overexaggerated TAM - little pricing power - little differentiation - no moat Since then the stock is down 38% and down another 25% AHs. Have a read below https://cedargrovecapital.substack.com/p/sweetgreen-serving-green-but-bleeding-red#details https://cedargrovecapital.substack.com/p/sweetgreen-serving-green-but-bleeding-red#details"  
[X Link](https://x.com/cedargrovecm/status/1557131984538898432)  2022-08-09T22:29Z [----] followers, [--] engagements


"$XPOF - with attractive AUVs and Cash-on-Cash returns it's no wonder why franchisees want to open their own studio. As of Q2'22 there have been [----] licenses sold meaning there is a large backlog of studios that are contractually obligated to open http://cedargrovecapital.substack.com/p/units-the-driver-of-margin-expansion#details http://cedargrovecapital.substack.com/p/units-the-driver-of-margin-expansion#details"  
[X Link](https://x.com/cedargrovecm/status/1569306227871465472)  2022-09-12T12:45Z [----] followers, [--] engagements


"This morning we officially exited our *long* position in Twitter $TWTR. For an ROI of +50.8% and IRR of 161.3% We took a position on 5/24 and published our Twitter trade research on 6/13. Thanks for playing. If you'd like to look at our [--] other M&A arb ideas check next tweet"  
[X Link](https://x.com/cedargrovecm/status/1585625105618583552)  2022-10-27T13:30Z [----] followers, [--] engagements


"We're [--] months into the Amazon $AMZN / iRobot $IRBT acquisition [--] Commission has already signed off (UK) [--] will have a decision by Feb [--] (EU) [--] is still floating in the wind (FTC) Given the current spread the arb looks tempting. Have a look at why we think so. Link in bio"  
[X Link](https://x.com/cedargrovecm/status/1739640862697562174)  2023-12-26T13:34Z [----] followers, [----] engagements


"Key to the $HIMS thesis"  
[X Link](https://x.com/cedargrovecm/status/1799534694817546465)  2024-06-08T20:11Z [----] followers, [----] engagements


"When looking at how the defense industry has scaled over the last few years you'll need to pay attention to the backlog The ramp-up becomes evident over the last few quarters in $LMT $NOC $GD $RTX Re-armament is in full swing for potential future conflict Newest post is out now on the defense industry. [--] We go over the rise of conflicts post-Iraq/Afghanistan withdrawal. [--] The rearmament and remilitarization of countries around the world. [--] The NATO 2% target is playing catch-up now and the RoW preparing for war. $LMT $NOC https://t.co/RpnM4GHmaG Newest post is out now on the defense industry."  
[X Link](https://x.com/cedargrovecm/status/1816844033924235622)  2024-07-26T14:32Z [----] followers, [----] engagements


"Yesterday we sent a report on Hims and Hers Health $HIMS explaining why we are now short the company. 1/"  
[X Link](https://x.com/cedargrovecm/status/1878801528238260565)  2025-01-13T13:49Z [----] followers, 90.6K engagements


"This morning we released an updated note on $HIMS after the drama that happened over Friday and the weekend. In this note we break down how the FDA could go after the co and the downside could be 80% from Friday's close. $NVO also elected to sue HIMS this morning. https://www.cedargroveresearch.com/p/hims-napoleon-watches-moscow-burn https://www.cedargroveresearch.com/p/hims-napoleon-watches-moscow-burn"  
[X Link](https://x.com/cedargrovecm/status/2020840772715565164)  2026-02-09T12:42Z [----] followers, 13.4K engagements


"For Petco and Chewy investors this is why we have a problem when the market favors the latter over the former Looking at a business foundation Petco offers more than Chewy currently does or even can offer Financially Petco is doing much better and IS profitable $WOOF $CHWY"  
[X Link](https://x.com/anyuser/status/1542157402673496064)  2022-06-29T14:45Z [----] followers, [--] engagements


"Amazing now $NKE is still killing the game in e-commerce while $PTON drags and $LULU growing marginally but consistently"  
[X Link](https://x.com/cedargrovecm/status/1559179637305085954)  2022-08-15T14:06Z [----] followers, [--] engagements


""Importantly as we continue to open more studios and as AUVs continue to grow our profitability increases driven by high-margin royalties from growing system-wide sales with an active pipeline of approximately [----] studios contractually obligated to open" $XPOF"  
[X Link](https://x.com/cedargrovecm/status/1559210098903465986)  2022-08-15T16:07Z [----] followers, [--] engagements


""Finally we ended the quarter with run rate NA AUVs of $480k up from $384k y/y. The dynamic growth and run rate AUVs is a strong reminder that despite inflationary pressures to date the workouts our franchisees provide.are an integral part of our members' lives." $XPOF"  
[X Link](https://x.com/cedargrovecm/status/1560237000762036225)  2022-08-18T12:07Z [----] followers, [--] engagements


"Though in-person fitness was hit because of COVID the bounce back has been incredible and even after a full year of stacked SSS comps $XPOF is still posting DD SSS"  
[X Link](https://x.com/cedargrovecm/status/1563140136564494336)  2022-08-26T12:23Z [----] followers, [--] engagements


"Build-A-Bear $BBW has been hiding in the shadows of the public markets and not getting the recognition it deserves Since bottoming out in [----] the stock is up 1600% Yes you read that right See why BBW is undervalued and why it's perfect for an LBO https://cedargrovecapital.substack.com/p/bbw-stuffed-with-unrecognized-value#details https://cedargrovecapital.substack.com/p/bbw-stuffed-with-unrecognized-value#details"  
[X Link](https://x.com/cedargrovecm/status/1564582955862966272)  2022-08-30T11:56Z [----] followers, [--] engagements


"What a pop on $DPZ up 10% right now on not as bad of earnings as the market thought We wrote our initial post on them on April [--] and called for a soft 1H and rebound in 2H'22. So far we're right but we'll see if Q4'22 holds up to our long thesis #cheap https://cedargrovecapital.substack.com/p/dpz-dominos-down-but-not-out#details https://cedargrovecapital.substack.com/p/dpz-dominos-down-but-not-out#details"  
[X Link](https://x.com/anyuser/status/1580534867523440645)  2022-10-13T12:24Z [----] followers, [--] engagements


"There is a serious disconnect between the underlying fundamentals of cannabis names and the value the market is assigning them. Nothing new but taking a look at the performance over the last few years is something to really put into perspective $MSOS https://www.cedargrovecm.com/p/the-disconnect-between-reality-and https://www.cedargrovecm.com/p/the-disconnect-between-reality-and"  
[X Link](https://x.com/cedargrovecm/status/1607730968458297344)  2022-12-27T13:31Z [----] followers, [----] engagements


"Friendly reminder that $CHWY active customer base is plateauing while Petco $WOOF has been doing great in adding more members to its flywheel Petco Q3'21 - 23.3M Q4'21 - 24.1M Q1'22 - 24.4M Q2'22 - 24.7M Q3'22 - 25M See our original thoughts on which is better in the next tweet"  
[X Link](https://x.com/cedargrovecm/status/1629945216302972930)  2023-02-26T20:43Z [----] followers, [----] engagements


"Since Q3'21 Petco $WOOF has increased its active customer count by [---] million. Over the same time Chewy $CHWY has increased its active customers by [------] Unimpressed w/ CHWY Many give CHWY a premium because of its size but Petco has the ecosystem https://www.cedargrovecm.com/p/why-petco-is-a-better-roi-than-chewy#details https://www.cedargrovecm.com/p/why-petco-is-a-better-roi-than-chewy#details"  
[X Link](https://x.com/cedargrovecm/status/1629945218555420672)  2023-02-26T20:43Z [----] followers, [---] engagements


"Spec Sit: Latch $LTCH Trading Below Liquidation Value TL;DR - Decimated from delayed filings laying off staff and removing their CEO and CFO - Delisting notice with an extension - Current price does not reflect the total value or even the liquidation value Link in next tweet"  
[X Link](https://x.com/cedargrovecm/status/1647741810108772356)  2023-04-16T23:20Z [----] followers, 21.4K engagements


"Since our initial special situation post on $LTCH the company has rallied 47% Just last week Latch announced an acquisition of Ring founder Jamie Siminoff's company Honest Day's Work See what we think this deal means for shareholders going forward Link in next tweet"  
[X Link](https://x.com/cedargrovecm/status/1660258316696670209)  2023-05-21T12:16Z [----] followers, [----] engagements


"Finally sharing our thoughts on the CAVA IPO. - Good unit economics - Supply chain risk - The reason for going public now - Negative FCF - Absurd valuation It might be sexy but the company has more negatives than positives. See why in the next post. 1/2"  
[X Link](https://x.com/cedargrovecm/status/1667910706430083072)  2023-06-11T15:04Z [----] followers, [----] engagements


"Latch $LTCH hitting a 52-week high today. Good run-up since our work in April sub $.68/share. If you're looking for our original thesis I've linked them in the next tweet"  
[X Link](https://x.com/cedargrovecm/status/1675925136459931649)  2023-07-03T17:51Z [----] followers, [----] engagements


"Just published our thoughts on the hot GLP-1 market. - What they are - How they work - The issues of the drug/industry - What we think the bottom line is Enjoy $PFE $SNY $AZN $NVO $LLY https://www.cedargrovecm.com/p/glp-1s-effective-but-with-a-catch https://www.cedargrovecm.com/p/glp-1s-effective-but-with-a-catch"  
[X Link](https://x.com/cedargrovecm/status/1678433908302712832)  2023-07-10T16:00Z [----] followers, [----] engagements


"I've been looking into an IPO that just went live today called Inspire Veterinary Partners $IVP They're a veterinary care roll-up who decided to go public to raise funds to acquire more businesses and allow insiders to sell Below is a thread about the IVP and why I passed 1/"  
[X Link](https://x.com/cedargrovecm/status/1697027701033341419)  2023-08-30T23:25Z [----] followers, [----] engagements


"VERY interesting takeaway from the Dexcom $DXCM investor presentation. GLP-1 and CGM use can love in harmony once treatment starts. Dexcom data suggests that CGM usage can be nearly 4x depending on the type of patient undergoing treatment. $NVO"  
[X Link](https://x.com/cedargrovecm/status/1699473752466092410)  2023-09-06T17:24Z [----] followers, [----] engagements


"It's incredibly fascinating to see how the thematic pet trade has played out YTD A market that was - treating them like children - sticky consumables/wellness - massive pull forward This is a taste of thoughts we'll share over the next week or so $WOOF $CHWY $PET $TRUP $ROVR"  
[X Link](https://x.com/cedargrovecm/status/1709962326042951711)  2023-10-05T16:02Z [----] followers, [----] engagements


"Apollo believes we're entering a new default cycle and the numbers are pretty alarming. Maturities coming due very soon with new rates in the double digits. Bankruptcies climbing. Default among general loans and HY rising very quickly. People really counting on a rate cut"  
[X Link](https://x.com/cedargrovecm/status/1729896296440381869)  2023-11-29T16:13Z [----] followers, [---] engagements


"Taking a look at the Tapestry $TPR and Capri $CPRI deal it's very puzzling why the spread is still so large. Below we've gone over the bigger points on what might derail this deal from happening. Have a look below and let us know what you think. Did we miss anything"  
[X Link](https://x.com/cedargrovecm/status/1732740979810091480)  2023-12-07T12:36Z [----] followers, [----] engagements


"Back in [----] Rent The Runway $RENT announced a $125 million investment which propelled it to unicorn status. In theory renting the hottest fashion instead of buying made sense the problem was two-fold - expensive logistics and COVID. We believe there's no recovery coming. 1/ Going to share thoughts on a clothing retailer tomorrow that I believe will go bankrupt. While I won't be making a play on it given its current status it's still interesting considering the hype surrounding it. Make sure to check it out tomorrow via @cedargrovecm Any guesses https://t.co/wgT5HYYqiz Going to share thoughts"  
[X Link](https://x.com/cedargrovecm/status/1741854896993751210)  2024-01-01T16:12Z [----] followers, [----] engagements


"Deal probability for Tapestry $TPR to complete its deal with Capri $CPRI has dropped dramatically over the last few months standing at just under 50%. It's frustrating I know. I revisited key past points and new updates in my most recent note. Go to next tweet to check it out"  
[X Link](https://x.com/cedargrovecm/status/1772242296257351965)  2024-03-25T12:41Z [----] followers, 10.1K engagements


"https://www.cedargrovecm.com/p/arb-update-the-frustrating-cpri-tpr-deal https://www.cedargrovecm.com/p/arb-update-the-frustrating-cpri-tpr-deal"  
[X Link](https://x.com/cedargrovecm/status/1772242298614522199)  2024-03-25T12:41Z [----] followers, [---] engagements


"Deal probability of $CPRI closing has reached new lows at sub-20% market-rated odds Deal probability for Tapestry $TPR to complete its deal with Capri $CPRI has dropped dramatically over the last few months standing at just under 50%. It's frustrating I know. I revisited key past points and new updates in my most recent note. Go to next tweet to check it out https://t.co/iyYveEnPbU Deal probability for Tapestry $TPR to complete its deal with Capri $CPRI has dropped dramatically over the last few months standing at just under 50%. It's frustrating I know. I revisited key past points and new"  
[X Link](https://x.com/cedargrovecm/status/1780605684574224605)  2024-04-17T14:34Z [----] followers, [----] engagements


"Assuming break prices at $22/share and $28 depending on how bullish or not you are implied market probability is still sub 50% at the current moment $CPRI $TPR CC: @sankaty_head @yiqinsh @bobvh33"  
[X Link](https://x.com/cedargrovecm/status/1780671634262675493)  2024-04-17T18:56Z [----] followers, [----] engagements


"Newest post is out now on the defense industry. [--] We go over the rise of conflicts post-Iraq/Afghanistan withdrawal. [--] The rearmament and remilitarization of countries around the world. [--] The NATO 2% target is playing catch-up now and the RoW preparing for war. $LMT $NOC $RTX $GD $BA $LHX 🔗: https://www.cedargrovecm.com/p/defense-contractors-peace-means-having https://www.cedargrovecm.com/p/defense-contractors-peace-means-having"  
[X Link](https://x.com/cedargrovecm/status/1784571739957018985)  2024-04-28T13:13Z [----] followers, [----] engagements


"Going to be sharing our updated thoughts tomorrow on the Tapestry $TPR / Capri $CPRI deal The post will focus on the FTC complaint and going one by one on each of them. Each complaint will be followed by a rebuttal backed by data and will include at the end what we believe the chance the FTC wins based on being able to win each argument flagged. http://www.cedargrovecm.com http://www.cedargrovecm.com"  
[X Link](https://x.com/cedargrovecm/status/1788002595828584679)  2024-05-08T00:26Z [----] followers, [----] engagements


"New post is out. I shared my rebuttals to the FTC complaint against $TPR and $CPRI and went point by point as to why they were either wrong or misinformed. They say the deal will: - Hurt H2H competition ➡ False - Innovation and marketing will suffer ➡ False - Employees will lose out ➡ False - Pricing will go up ➡ False - Discounting will limit consumers' ability to buy merchandise ➡ False The FTC has overstepped its mandate while also making fools of themselves as to why they sued to block this deal All my rebuttals are backed with data and I've included at the end a summation of the "odds"  
[X Link](https://x.com/cedargrovecm/status/1788178328127517032)  2024-05-08T12:05Z [----] followers, [----] engagements


"FTC the other day says that they included "men's duffel bags" into their market definition. Pretty ridiculous because for any novice a duffel is considered a "bag" but not a "handbag" Anyways. let's take a look at the market shall we All pictures below are specifically men's duffel bags in the $100 - $500 price range defined by the FTC in their complaint. (Nieman I had to start at $150 and $JWN I had to go to $600) Granted this is online so in-store can be very different. Major Retailers Saks: [--] brands [--] items NONE are $CPRI or $TPR Bloomingdales: [--] brands [--] items NONE are CPRI or TPR"  
[X Link](https://x.com/cedargrovecm/status/1790821321888162303)  2024-05-15T19:07Z [----] followers, [----] engagements


"Tomorrow morning I will be sharing my research on a company in the early innings of a multi-year expansion story. The company is a small cap under-the-radar brand that has the potential to be a multi-bagger. Sign up below to get it in your inbox 🔗: http://www.cedargrovecm.com http://www.cedargrovecm.com"  
[X Link](https://x.com/cedargrovecm/status/1793006346876461527)  2024-05-21T19:50Z [----] followers, [----] engagements


"I'm long GEN Restaurant Group $GENK and believe the company is in the early innings of a multi-year expansion story that has yet to be recognized by the broader market Based on my assumptions the returns could be in excess of [---] - 200% over the next few years 🔗: 1/ https://www.cedargrovecm.com/p/gen-restaurant-genk-a-multi-bagger https://www.cedargrovecm.com/p/gen-restaurant-genk-a-multi-bagger"  
[X Link](https://x.com/cedargrovecm/status/1793255864737866117)  2024-05-22T12:21Z [----] followers, 38.4K engagements


"2/ Relative to other restaurant peers $GENK is able to produce on average higher AUVs and historically high restaurant-level margins. While the Korean BBQ concept isn't a new one it is still new in terms of the public markets. 🔗: https://www.cedargrovecm.com/p/gen-restaurant-genk-a-multi-bagger https://www.cedargrovecm.com/p/gen-restaurant-genk-a-multi-bagger"  
[X Link](https://x.com/cedargrovecm/status/1793255866843443578)  2024-05-22T12:21Z [----] followers, [----] engagements


"$HIMS my second largest position (previously largest) officially hit the 70% return mark as of close today based on end of March investment. Tomorrow I'll be sharing my research and what I label as the 4-pillars to its (continued) success. [--] pillar I've yet to see anyone acknowledge. Looking forward to sharing with you all in the AM. 🔗: http://www.cedargrovecm.com http://www.cedargrovecm.com"  
[X Link](https://x.com/cedargrovecm/status/1800623277032771931)  2024-06-11T20:16Z [----] followers, [----] engagements


"As first disclosed on May 12th I'm long Hims & Hers Health $HIMS and is currently my second largest holding (previously largest). After a 70% portfolio return since the end of March I've released my research on the company in one of the most in-depth reports I've written to date. I believe there are [--] key pillars to the continued success of $HIMS with one I've noticed not many bulls having mentioned at all. These 4-pillars all cohesively come together to improve financial KPIs margins and growth at a time when differentiation in the market is key. I'm very bullish on the name and my"  
[X Link](https://x.com/cedargrovecm/status/1800865242383098030)  2024-06-12T12:18Z [----] followers, 22.2K engagements


"How interesting one of the risks I mentioned in my $HIMS report below was regulation coming down on broader telehealth because of bad apples I cited Cerebral but forgot Done was also one of the pill mills that got caught by the DEA @WSJ just reported that the execs got charged As first disclosed on May 12th I'm long Hims & Hers Health $HIMS and is currently my second largest holding (previously largest). After a 70% portfolio return since the end of March I've released my research on the company in one of the most in-depth reports I've written to https://t.co/i5sB7HSZCl As first disclosed on"  
[X Link](https://x.com/cedargrovecm/status/1801295883985727577)  2024-06-13T16:49Z [----] followers, [----] engagements


"Looking at Chipotle's $CMG ordering economics for the consumer it's wild to think how many people go "yup sounds good to me" despite the price being 100% more than if they went to pick it up physically. I also noticed that the actual item itself is 30% more for delivery"  
[X Link](https://x.com/cedargrovecm/status/1803607233000833059)  2024-06-20T01:54Z [----] followers, 33K engagements


"🚩 Suspected FLY-E Group $FLYE Post-IPO Manipulation On June 4th I shared my updated thoughts on FLY-E Group's (FLYE) IPO and notified everyone that as much as I wanted to like the company I was going to pass. Originally FLYE was looking to sell 3M shares between $4 - $5. They ended up pricing only 2.25M shares @ $4 in a downsized IPO. The company opened for trading at $5.50 and quickly went down to $3.59 not long after. Made sense to me considering the business. However the stock has been on a tear and I believe due to its low float (10% of SO) and thus ability to be manipulated traders are"  
[X Link](https://x.com/cedargrovecm/status/1805578691533033724)  2024-06-25T12:28Z [----] followers, [----] engagements


"As first disclosed on May 12th I'm long Mama's Creations $MAMA. Under the helm of Adam Michaels the company has proven its ability to produce high reinvestment ROIs and expand not only its product categories but also its penetration. While not the most "interesting" company out there having nearly 4x its stock price over the last [--] years I still expect the company to produce meaningful returns on its path to $1 billion in sales. If more of the same continues $MAMA could be worth over $10/share in the coming years. See why via our research below. 🔗:"  
[X Link](https://x.com/cedargrovecm/status/1805937712655991289)  2024-06-26T12:14Z [----] followers, 16.6K engagements


"Going to be sharing my $HIMS compounded GLP-1 business projections tomorrow in the AM. With so much talk around the prospects of this product offering for the company I figured I'd share my "realistic projections" through [----]. I'll go over - Limitations of the offering - Churn assumptions - Shooting down the $1 billion claim - Realistic net revenue build If you're long $HIMS and want to get a not-in-the-pie or abstract walkthrough like many on this app sign up below to get it in your inbox tomorrow morning. http://www.cedargrovecm.com http://www.cedargrovecm.com"  
[X Link](https://x.com/cedargrovecm/status/1810770935047229940)  2024-07-09T20:20Z [----] followers, [----] engagements


"As promised I've released my research on $HIMS compounded GLP-1 business through the end of [----]. Given that the stock is up 78% from post Q1'24 earnings the market is heavily pricing in the new product offering despite earnings revisions not reflecting it. Thus there's a lot to be open for interpretation. I break down scenarios on how the company would even be able to reach $1 billion in revenue (highly unlikely) but more importantly the path to what I believe are realistic expectations for the business by EoY [----]. My projections incorporate assumptions for churn and growth for the various"  
[X Link](https://x.com/cedargrovecm/status/1811015248972779842)  2024-07-10T12:30Z [----] followers, 25.2K engagements


"📉 $DPZ down 12% in PM and 13% since I covered the name back in April It's always nice when a thesis is proven right. On April 20th I wrote a write-up on Domino's $DPZ highlighting what I believed to be a fully priced in stock and that investing in it now had very little upside. The allocation of capital in this name would not be worth its time. There were a few reasons behind this but primarily it was driven by aggressive management expectations for growth that I did not believe were there. Original article (free): I provided both my logic and model output on valuation. Q1 earnings proved"  
[X Link](https://x.com/cedargrovecm/status/1813911228311392734)  2024-07-18T12:18Z [----] followers, [----] engagements


"I will release my next research report a day early (tomorrow) instead of Wednesday. Earnings are later this week for the name and I want people to be able to digest my findings ask questions and do some level of DD beforehand. It's an event-driven trade with a potential triple-digit return should it work out. The findings are in a new presentation format accompanied by an audio walkthrough as usual. Look forward to sending it out in the AM. If you want a review of my past work please visit the link below. https://www.cedargrovecm.com/p/table-of-contents"  
[X Link](https://x.com/cedargrovecm/status/1815473997137768809)  2024-07-22T19:48Z [----] followers, [---] engagements


"I am LONG Red Cat Holdings $RCAT as an event-driven trade. $RCAT is a finalist for a nearly $500M U.S. Army drone contract that is currently multiples the size of its market cap. I believe that should they win the upside could be nearly +200% from today's prices. 1/"  
[X Link](https://x.com/cedargrovecm/status/1815724689135747440)  2024-07-23T12:24Z [----] followers, 31.4K engagements


"📉 Last month I warned everyone that $FLYE looked like it was getting manipulated and to stay away from it. Today Stock pukes 63% and trading halted multiple times in the last hour Idk who's dumping but this stock was one that I passed on (see thread + research) 🚩 Suspected FLY-E Group $FLYE Post-IPO Manipulation On June 4th I shared my updated thoughts on FLY-E Group's (FLYE) IPO and notified everyone that as much as I wanted to like the company I was going to pass. Originally FLYE was looking to sell 3M shares between $4 - $5. https://t.co/Pa6bPGtGfq 🚩 Suspected FLY-E Group $FLYE Post-IPO"  
[X Link](https://x.com/cedargrovecm/status/1815773240595194114)  2024-07-23T15:37Z [----] followers, [----] engagements


"Yea no kidding. "Among consumers who report ordering less delivery 41% said it was because of high delivery fees while 48% point to inflated menu prices according to the report." $UBER $DASH $CMG Looking at Chipotle's $CMG ordering economics for the consumer it's wild to think how many people go "yup sounds good to me" despite the price being 100% more than if they went to pick it up physically. I also noticed that the actual item itself is 30% more for delivery. https://t.co/y6yVcPRNE2 Looking at Chipotle's $CMG ordering economics for the consumer it's wild to think how many people go "yup"  
[X Link](https://x.com/cedargrovecm/status/1817206928289759303)  2024-07-27T14:34Z [----] followers, [----] engagements


"Hims $HIMS is reporting earnings tomorrow after the bell and the last few days have sent the stock down 18% on various news and market events. A name I know well I decided to share my updated thoughts and model assumptions prior to ER. In the below post I go over - How recent news of $LLY changes the prospects for HIMS compounding - How Im viewing WW Internationals $WW clinical business when analyzing headwinds regarding HIMS. - Updated HIMS valuation with an isolated GLP-1 sales model. Click the link below to access the research. 🔗:"  
[X Link](https://x.com/cedargrovecm/status/1820097013079281720)  2024-08-04T13:58Z [----] followers, 39.6K engagements


"$HIMS released their Q2'24 last Monday and the market was less than pleased and sent the stock briefly down below $15 on Thursday. We believe that the comments made by Andrew around the future strategy of compounded GLP-1s are less than ideal. Teaser report in next comment 1/"  
[X Link](https://x.com/cedargrovecm/status/1822640694424686704)  2024-08-11T14:26Z [----] followers, 63.6K engagements


"Coverage for GLP-1s will have to come from private insurance as public insurance providers won't be able to carry the burden of total costs even as they might outweigh the savings from treating these conditions Commentary from $GS research $HIMS $WW $LLY $NVO"  
[X Link](https://x.com/cedargrovecm/status/1828476102395748719)  2024-08-27T16:54Z [----] followers, [----] engagements


"Just released our updated thoughts on GEN Restaurant Group $GENK post their Q2'24 earnings release. Despite a 24% drawdown since our initial post we have even higher conviction in the name after digesting Q2 earnings. See why below. https://www.cedargrovecm.com/p/gen-restaurant-genk-proving-to-be https://www.cedargrovecm.com/p/gen-restaurant-genk-proving-to-be"  
[X Link](https://x.com/anyuser/status/1828775551651438970)  2024-08-28T12:44Z [----] followers, [----] engagements


"With $HIMS making a move to improve retention of its patient base offering longer duration plans at a discount while improving LTV You can't recognize that full revenue upfront. It becomes deferred revenue. The trend supports that more $HIMS patients are signing up beyond 1Q"  
[X Link](https://x.com/cedargrovecm/status/1831338865145036817)  2024-09-04T14:29Z [----] followers, [----] engagements


"$INPST reported Q2'24 earnings and is absolutely continuing to crush business execution. - Excellent expansion of FCF conversion - Massive jump in parcel volume - Penetration in emerging geos (UK + Italy) playing out nicely Was fortunate to size up over the last [--] months +12% Just disclosed a starter position in a new name that just happens to be my first investment overseas. "The company has grown sales at an annual CAGR of 53.2% from [----] to [----] and shows promising signs that the same level of growth can continue." Without diving into detail I Just disclosed a starter position in a new"  
[X Link](https://x.com/cedargrovecm/status/1832037416070230210)  2024-09-06T12:45Z [----] followers, [----] engagements


"Shared our updated thoughts on the $TPR / $CPRI M&A arb deal that's going to court this week. We share our notes on [--] different documents as well as the presumed $CPRI break price should the deal fall apart. (1/2) See thread"  
[X Link](https://x.com/cedargrovecm/status/1832755872197411264)  2024-09-08T12:20Z [----] followers, 15.4K engagements


"Just shared our updated thoughts on Red Cat $RCAT based on their recent earnings release on Monday. We think the recent pullback can be *mostly* attributed to [--] reasons based on that ER and call 1/"  
[X Link](https://x.com/cedargrovecm/status/1839310382684619129)  2024-09-26T14:25Z [----] followers, 11K engagements


"New report out. We're long Owlet $OWLT a provider of FDA-approved baby monitoring devices. We believe that after years of a tough deSPAC situation the company's financials are finally inflecting and are poised to supercharge growth domestically and internationally"  
[X Link](https://x.com/cedargrovecm/status/1841485963349860401)  2024-10-02T14:30Z [----] followers, 24.1K engagements


"Yesterday we released our research on the newly completed IPO KinderCare Learning Centers $KLC The company operates in the early childhood education space. Despite improved financials and profitability there's more to not like than like. PASS Get the link via @cedargrovecm"  
[X Link](https://x.com/cedargrovecm/status/1848341721685299208)  2024-10-21T12:33Z [----] followers, 11K engagements


"We released an updated report on $HIMS this morning regarding their weight loss paper published yesterday. Both their medication kit and compounded GLP-1 offerings produce some encouraging results; however not all the reports' claims are intellectually honest. Link in 1st cmt"  
[X Link](https://x.com/cedargrovecm/status/1851598172641960294)  2024-10-30T12:13Z [----] followers, 14K engagements


"BMO analyst asked $LLY management about what they thought about compounded drugs impacting demand + the FDA handling the shortage. Here's their response which is interesting as it pertains to $HIMS"  
[X Link](https://x.com/cedargrovecm/status/1851972392916332752)  2024-10-31T13:00Z [----] followers, [----] engagements


"$HIMS out with another stellar quarter - Accelerated growth in GLP-1s - Core (ex weight loss) reaccelerated - $30M buyback - Marketing expense continues to decline However - Reiterates compounding GLP-1s after shortage - Some problem areas are growing 🔗 below for full report"  
[X Link](https://x.com/cedargrovecm/status/1853786697948926313)  2024-11-05T13:09Z [----] followers, [----] engagements


"$RCAT announcing a town hall meeting next week. Updates on drone contracts and "potentially" SRR program. Up 28% right now in AHs. Still long. Just shared our updated thoughts on Red Cat $RCAT based on their recent earnings release on Monday. We think the recent pullback can be *mostly* attributed to [--] reasons based on that ER and call 1/ https://t.co/Jr1DJMPngw Just shared our updated thoughts on Red Cat $RCAT based on their recent earnings release on Monday. We think the recent pullback can be *mostly* attributed to [--] reasons based on that ER and call 1/ https://t.co/Jr1DJMPngw"  
[X Link](https://x.com/cedargrovecm/status/1857213124526395676)  2024-11-15T00:04Z [----] followers, [----] engagements


"$RCAT Update #2 Looks like they won the contract (link below) However I'm completely stunned that the stock is anemic post the news. Literally it only went down. Perhaps people are waiting for the town hall That it's at [--] years for right now and subject to change Possible equity dilution Who knows but I'm just as stunned as the next person. Another note to add was that there were others who were saying the contract was worth $700 - $800M over [--] years. If you read my research I explained why that was incorrect and laid out the math. I made all the RCAT posts free (paywall removed) so you can"  
[X Link](https://x.com/cedargrovecm/status/1858975987717075173)  2024-11-19T20:49Z [----] followers, [----] engagements


"For those that didn't subscribe to our research here is the below output math for $RCAT both including and excluding an SRR win. Appreciate the support of those who pay for our research. See you at the town hall in [--] minutes. 1/2"  
[X Link](https://x.com/cedargrovecm/status/1858980236928692331)  2024-11-19T21:06Z [----] followers, 11.6K engagements


"Last week the $RCAT contract win was announced and the stock is up 92% from the closing price on Tuesday and +389% since we originally posted about it. We removed the paywall from our research so you can see the level of diligence we do Below are the slides from that deck 👇🏼"  
[X Link](https://x.com/cedargrovecm/status/1861055983813796274)  2024-11-25T14:34Z [----] followers, [----] engagements


"Yesterday we released our full note on why we think Daktronics $DAKT can get to $40/share (+100%) over the next few years Industry tailwinds improved governance and a focus on profitability via margin improvement can help DAKT achieve 20% LT margins See why we think so 1/2"  
[X Link](https://x.com/cedargrovecm/status/1866109385732149703)  2024-12-09T13:15Z [----] followers, 20.1K engagements


"$HIMS GLP-1 shortage is on everyone's minds and we went ahead and aggregated the data from @ro's GLP-1 supply tracker over time Data utilizes web archive data for self-reported supply issues FDA removes Tirzepatide Oct [--] and the rise in supply issues is not that alarming 👇🏼 @KevOnStage I think taylor swift is (much) more talented than Beyonc @KevOnStage I think taylor swift is (much) more talented than Beyonc"  
[X Link](https://x.com/cedargrovecm/status/1866539524400242739)  2024-12-10T17:44Z [----] followers, [----] engagements


"Yesterday morning we published our thoughts on the recent take-private of Soho House $SHCO for $9/share. This is not the first time $SHCO has received an offer that didn't materialize into an accepted deal. Given the r/r here we think it's worth taking a speculative bet and calling a bluff on this offer. https://www.cedargrovecm.com/p/m-and-a-arb-betting-against-soho-house-shco https://www.cedargrovecm.com/p/m-and-a-arb-betting-against-soho-house-shco"  
[X Link](https://x.com/cedargrovecm/status/1873716704661979641)  2024-12-30T13:04Z [----] followers, [----] engagements


"This morning we released our note on why we're long Liquidia Corp $LQDA The company has been battling United Therapeutics $UTHR over the last few years to prevent Yutrepia from coming to market. Cleared to launch in May we think shares could double. https://www.cedargrovecm.com/p/yutrepia-launch-a-catalyst-for-liquidia-lqda https://www.cedargrovecm.com/p/yutrepia-launch-a-catalyst-for-liquidia-lqda"  
[X Link](https://x.com/cedargrovecm/status/1876651950277837111)  2025-01-07T15:27Z [----] followers, 54K engagements


"Just shared our recent research on a few names along with two new trade ideas. - Short $SHCO arb - Liquidia $LQDA update - Special Situation of Capri $CPRI - Special Situation of The Tile Shop $TTSH - Commentary on FDA vs OFA 1/ https://www.cedargrovecm.com/p/a-few-updates-and-two-pitches-shco-lqda-cpri-ttsh-hims-fda https://www.cedargrovecm.com/p/a-few-updates-and-two-pitches-shco-lqda-cpri-ttsh-hims-fda"  
[X Link](https://x.com/cedargrovecm/status/1881694771212931485)  2025-01-21T13:26Z [----] followers, [----] engagements


"Over the weekend we shared our notes from an expert call with a current lawyer regarding the GLP-1 shortage. The Expert has over [--] yrs of experience with [--] of those being at the FDA handling regulation. $WW $HIMS $NVO $LLY $LFMD In our notes we summarize their thoughts on a few categories including the current state of the compounding industry around these drugs as well as when they think it could be coming off and what would trigger it. https://www.cedargrovecm.com/p/expert-call-fda-lawyers-thoughts-on-the-glp-1-shortage"  
[X Link](https://x.com/cedargrovecm/status/1886400876744466901)  2025-02-03T13:06Z [----] followers, 10.4K engagements


"This morning we released an updated report on $HIMS reiterating our short thesis. Recently obtained credit card data through the end of last week suggests that $HIMS growth is massively over-indexing to GLP-1s more than previously thought. This would hint at a significant deceleration of core business growth should the over-indexing be true paving the way for a harder fall once the shortage ends. Our findings from recent prime brokerage data also suggest that a large portion of the shares sold short have been covered over the last two weeks suggesting that little fire remains for a prolonged"  
[X Link](https://x.com/cedargrovecm/status/1891842285945397365)  2025-02-18T13:28Z [----] followers, 90.3K engagements


"Out with our most recent research on LENSAR $LNSR a micro-cap medical devices company that assists ophthalmic surgeons with cataract surgery. A few recent catalysts have materialized leading to a run-up in price in late [----]. Growing procedural market share no debt breakeven adj. EBITDA with inflecting positive cash flow see why we think there's more to come. https://www.cedargrovecm.com/p/lnsr-lensar-upside-into-global-clearance https://www.cedargrovecm.com/p/lnsr-lensar-upside-into-global-clearance"  
[X Link](https://x.com/cedargrovecm/status/1894020863839596645)  2025-02-24T13:45Z [----] followers, 13.1K engagements


"🎙 Just released our most recent "Investor's Corner Podcast" episode with @lhamtil. We talk about the defense industry looking back in time to previous conflicts how weapons tech and development have unfolded what that means now and for the future. https://www.cedargrovecm.com/p/ic-4-the-future-of-defense https://www.cedargrovecm.com/p/ic-4-the-future-of-defense"  
[X Link](https://x.com/cedargrovecm/status/1895163994903654842)  2025-02-27T17:28Z [----] followers, [----] engagements


"This morning we released our post-Q4'24 commentary on $HIMS. Lots of developments over the last week alone but what is troubling with the earnings call is how much it appeared to be smoke and mirrors. Semaglutide off shortage confusing EC language intention to continue pushing personalized GLP-1s new definition of "core" and the possibility of $NVO suing for IP theft sets up FY'25 for another volatile year. In our 20-page report we break down our issues with their new "weight loss" guidance push of personalized GLP-1s going forward and other noteworthy information. Based on our skepticism"  
[X Link](https://x.com/cedargrovecm/status/1896582783746592879)  2025-03-03T15:25Z [----] followers, 54.6K engagements


"In the spirit of keeping up with calling out questionable $HIMS management decisions we've carved out a page highlighting the consistent dumping of shares from insiders on investors. If they're so bullish for the future why do they continue to heavily sell Perfect reason not to sandbag guidance so they can continue dumping.like yesterday. This morning we released our post-Q4'24 commentary on $HIMS. Lots of developments over the last week alone but what is troubling with the earnings call is how much it appeared to be smoke and mirrors. Semaglutide off shortage confusing EC language intention"  
[X Link](https://x.com/cedargrovecm/status/1900601098571784287)  2025-03-14T17:33Z [----] followers, 20.5K engagements


"We just sent out an open letter to all Lensar $LNSR shareholders regarding the news this morning about the Alcon $ALC takeover announcement. We believe that the $14/share cash offer + $2.75/share consideration grossly undervalues the company. We urge Lensar shareholders to vote no on this takeover offer and make management come back to the table with a better deal or remain a public company. https://www.cedargrovecm.com/p/open-letter-lensar-lnsr-shareholders-should-reject-alc-offer https://www.cedargrovecm.com/p/open-letter-lensar-lnsr-shareholders-should-reject-alc-offer"  
[X Link](https://x.com/cedargrovecm/status/1904220450756182487)  2025-03-24T17:15Z [----] followers, [----] engagements


"Yesterday morning we released an update on the Capri $CPRI divestment trade of Versace While we were correct on the sale the market overshadowed by tariff news did not reward holders See why we still think new investors can get a solid 25% return https://www.cedargrovecm.com/p/market-ignores-cpri-divestment-an https://www.cedargrovecm.com/p/market-ignores-cpri-divestment-an"  
[X Link](https://x.com/anyuser/status/1911792597451817110)  2025-04-14T14:44Z [----] followers, [----] engagements


"Sent this am we are long The RealReal $REAL TRR has been collateral damage in the Trump tariff war despite being luxury-focused and having ZERO direct exposure to tariffs We think investors stand to benefit from strong tailwinds and a mispriced market https://www.cedargrovecm.com/p/the-realreal-real-a-misunderstood-tariff-beneficiary https://www.cedargrovecm.com/p/the-realreal-real-a-misunderstood-tariff-beneficiary"  
[X Link](https://x.com/cedargrovecm/status/1912872138710671404)  2025-04-17T14:13Z [----] followers, 31.8K engagements


"Last week we were able to attend the @PlanetMicroCap conference out in Vegas and meet with management teams to discuss their companies and growth strategies. We were able to meet with [--] different management teams and compiled our notes and highlighted those we thought were interesting enough to dig deeper. If you're interested in reading our notes (8k words over [--] companies) click the link below. We met with FitLife Brands $FTLF BuildDirect. com Technologies $BILD.V Laird Superfood $LSF Innovative Food Holdings $IVFH Sanuwave Health $SNWV Zoomd Technologies $ZOMD.V Biosyent $RX.V GEN"  
[X Link](https://x.com/cedargrovecm/status/1916851998655128047)  2025-04-28T13:48Z [----] followers, 16.2K engagements


"Just shared our thoughts on $HIMS Q1'25 earnings release yesterday. Q1'25 was a beat as expected but the reiterated guide puts more emphasis on management's ability to reaccelerate core growth. Welcome to short squeeze [---] among other 🚩's https://www.cedargrovecm.com/p/hims-q125-earnings-leaves-investors-in-a-holding-pattern https://www.cedargrovecm.com/p/hims-q125-earnings-leaves-investors-in-a-holding-pattern"  
[X Link](https://x.com/cedargrovecm/status/1919819146830790748)  2025-05-06T18:18Z [----] followers, 22.9K engagements


"We profiled our RealReal $REAL long position on April 17th. Up until earnings the stock rose 35%. Friday they announced Q1'25 earnings and the stock sold off 30%. Frankly we had no idea why and added to our position. Below are our notes and why the market might have been spooked from the results even though they shouldn't have been. +17% since then. https://www.cedargrovecm.com/p/real-q125-earnings-shows-oversold-reversal https://www.cedargrovecm.com/p/real-q125-earnings-shows-oversold-reversal"  
[X Link](https://x.com/cedargrovecm/status/1922677353441898854)  2025-05-14T15:36Z [----] followers, 13K engagements


"Just released our newest report on the DICK's Sporting Goods $DKS acquisition of Foot Locker $FL At a $24 takeout price and a $DKS sell-off we believe that the current pricing leaves investors with an asymmetric opportunity for this arb trade. https://www.cedargrovecm.com/p/m-and-a-arb-dks-buys-flutm_source=post-email-title&publication_id=288391&post_id=163873522&utm_campaign=email-post-title&isFreemail=false&r=gs5o7&triedRedirect=true&utm_medium=email"  
[X Link](https://x.com/cedargrovecm/status/1924539468947628252)  2025-05-19T18:55Z [----] followers, 12.4K engagements


"Had the pleasure to speak with @TSOH_Investing regarding our views on the Peloton $PTON turnaround what we liked/disliked and discussed our views for the company going forward. We've also included our quick take on the matter as well 👇 https://www.cedargrovecm.com/p/ic-5-can-pton-sail-again-walex-morris https://www.cedargrovecm.com/p/ic-5-can-pton-sail-again-walex-morris"  
[X Link](https://x.com/cedargrovecm/status/1930260457459175664)  2025-06-04T13:48Z [----] followers, [----] engagements


"We've done so much work on Capri $CPRI around the divestment of Versace and keeping up with how trends are doing at the stores and the math behind it. Very pleased with the results this morning. Stock up +16% right now. Appreciate all of those who read/supported our work. This morning we sent around a "bunch of quick updates" regarding current or past positions that we've shared research on. Those updates are as follows - Soho House $SHCO - LENSAR $LNSR - Liquidia $LQDA - Capri $CPRI - GEN Restaurant $GENK - DICK'S Sportng Goods $DKS/ $FL - https://t.co/IJBMtpzcHL This morning we sent around"  
[X Link](https://x.com/cedargrovecm/status/1953089238964052326)  2025-08-06T13:42Z [----] followers, [----] engagements


"Looks like Soho House $SHCO will be taken private at $9/share with MCR buying out the remaining outstanding shares. Management + Ron Burkle will be rolling over their equity. This deal seems to be different than the one announced [--] months ago and does not pertain to the deal we arbed earlier in the year. There doesn't seem to be a play here given the legitimacy of the deal (Apollo financing) but goes to show how you can drag a narrative around until something hopefully clicks. This morning we sent around a "bunch of quick updates" regarding current or past positions that we've shared research"  
[X Link](https://x.com/cedargrovecm/status/1957402551273296221)  2025-08-18T11:21Z [----] followers, [----] engagements


"This AM we released a new SS report on why we've decided to take a position in Weight Watchers $WW and bet on its turnaround story after exiting bankruptcy. We previously shorted $WW in Jan'24 and we think that at just 4.6x FY'26 EBITDA material upside risk exists post-BK. Have a look below for the key points and link to the report. https://cedargrovecapital.substack.com/p/special-situation-betting-on-ww-post https://cedargrovecapital.substack.com/p/special-situation-betting-on-ww-post"  
[X Link](https://x.com/cedargrovecm/status/1959988920789176340)  2025-08-25T14:39Z [----] followers, 44.2K engagements


"This morning we released part [--] of our quick Q3'25 earnings notes. $REAL crossed the 3x line and we're pleased by the results. $KITS.TO announced a record-breaking sales week $SNWV recovering nicely from CMS changes $LNSR arb is iffy Find it in the usual place https://www.cedargroveresearch.com/p/bunch-of-quick-earnings-updates-part-ii-real-kits-snwv-lnsr https://www.cedargroveresearch.com/p/bunch-of-quick-earnings-updates-part-ii-real-kits-snwv-lnsr"  
[X Link](https://x.com/cedargrovecm/status/1988994938135065075)  2025-11-13T15:38Z [----] followers, 12.1K engagements

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