Planet MicroCap Podcast | MicroCap Investing Strategies

It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management

Oct 24, 2024

Paul Cerro, CIO of Cedar Grove Capital Management, specializes in identifying growth opportunities in consumer and retail microcaps. He shares his journey from teenage market curiosity to Wall Street. Diving into microcap investing, he highlights the long-term growth potential and the importance of thorough research. Cerro discusses the risks involved, emphasizing a patient, adaptive approach to setbacks while harnessing social media as a tool for diligence. His insights provide a refreshing perspective on understanding businesses in their formative stages.

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Intro

00:00 • 3min

Journey into Investing: From Teenager to Wall Street

03:02 • 2min

The Journey to Autonomy in Investment Management

05:30 • 2min

Transitioning to Micro-Cap Investing

07:35 • 9min

Insightful Investment Research

16:41 • 7min

Navigating Microcap Investment Risks

23:38 • 15min

My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps.

For more information about Paul Cerro and Cedar Grove Capital Management, please visit: https://www.cedargrovecm.com/

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