• Exploring Investment Strategies with Cedar Grove's Paul Cerro

  • 2024/11/04
  • 再生時間: 1 時間 1 分
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Exploring Investment Strategies with Cedar Grove's Paul Cerro

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  • oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives. - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove. - 00:01:18 - Competitive nature drives Paul's passion for stock investing. - 00:02:22 - Focus on beating the S&P, not other investors. - 00:03:43 - Investment strategy evolved pre, during, and post-COVID. - 00:05:18 - Prefers long-term holds with lower volatility for stability. - 00:06:07 - Discusses IPOs, arbitrage, and special situations strategies. - 00:09:53 - Arbitrage opportunities arise from price-value dislocations. - 00:26:47 - Beginners should avoid complex strategies; prioritize comfort level. Learn more from Paul here: X: @paulcerro Substack: Cedar Grove Capital Management Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives. - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove. - 00:01:18 - Competitive nature drives Paul's passion for stock investing. - 00:02:22 - Focus on beating the S&P, not other investors. - 00:03:43 - Investment strategy evolved pre, during, and post-COVID. - 00:05:18 - Prefers long-term holds with lower volatility for stability. - 00:06:07 - Discusses IPOs, arbitrage, and special situations strategies. - 00:09:53 - Arbitrage opportunities arise from price-value dislocations. - 00:26:47 - Beginners should avoid complex strategies; prioritize comfort level. Learn more from Paul here: X: @paulcerro Substack: Cedar Grove Capital Management Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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