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

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