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内容由Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like提供。所有播客内容(包括剧集、图形和播客描述)均由 Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Exploring Investment Strategies with Cedar Grove's Paul Cerro

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Manage episode 448396937 series 3422773
内容由Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like提供。所有播客内容(包括剧集、图形和播客描述)均由 Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

509集单集

Artwork
icon分享
 
Manage episode 448396937 series 3422773
内容由Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like提供。所有播客内容(包括剧集、图形和播客描述)均由 Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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