Paul Cerro, CIO of Cedar Grove Capital Management, dives into the world of Red Cat Holdings, a standout in drone technology. He highlights RCAT's unique offerings for military and government use, discussing their competitive edge in this evolving market. Cerro also explains the significance of the SRR contract and the odds of RCAT winning it, revealing insights on market expectations and potential economic impacts. Through his analysis, listeners gain a deeper understanding of investment risks and opportunities within the defense drone sector.

Paul Cerro, a finance expert from Cedar Grove Capital Management, dives deep into the healthcare industry. He discusses Hims & Hers, examining its innovative approach and regulatory risks. The conversation explores their competitive edge in telehealth and market growth potential. Paul also touches on the broader economic landscape, analyzing trends impacting major retailers like Lululemon and Celsius. His insights highlight opportunities in lesser-known stocks and the importance of long-term optimism in navigating market uncertainties.