Only Alpha by Paul Cerro

Paul Cerro
Investment newsletter where I talk about finance, the stock market and give my thoughts on single names in various tech, consumer, and industrial spaces via L/S positions.
Created 16 Feb 2021
37
Posts
33
Likes
0
Comments
0
Mentions
  • Chart of the Week: Bottled Water is Booming
    03 Dec 2021 • 1 min read
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about the markets and receiving recommendations on single-na...
  • FIGS: Not the lululemon of Healthcare Apparel
    29 Nov 2021 • 18 min read • 1 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about finance and the markets, and receive recommendations o...
  • [TTW] Coffee Prices Getting Squeezed ☕
    23 Nov 2021 • 6 min read • 1 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join my community of edgy investors interested in learning more about the markets and receive recommendations on single-name ...
  • Uh, Tesla is Worth How Much Now?
    12 Nov 2021 • 4 min read • 1 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about finance and the markets, and receive recommendations o...
  • SMG: Earnings Support LONG Thesis
    08 Nov 2021 • 5 min read • 1 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about finance and the markets, and receive recommendations o...
  • [SHORTs Update] Buy to Cover +36.5%
    01 Nov 2021 • 10 min read
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about finance and the markets, and receive recommendations o...
  • Cannabis: Rome Wasn't Built in a Day
    28 Oct 2021 • 10 min read • 2 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors interested in learning more about finance and the markets, and receive recommendations o...
  • SMG: Buy two, get one free
    11 Oct 2021 • 10 min read • 1 0
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors who want to learn more about finance, the markets, and get recommendations on cannabis /...
  • Conflict of interest
    05 Oct 2021 • 7 min read
    Good morning everyone 👋🏼! If you’re reading this but haven’t subscribed, join our community of edgy investors who want to learn more about finance, the markets, and get recommendations on cannabis /...
  • Oversold is an understatement
    27 Sep 2021 • 5 min read • 1 0
    Good morning everyone 👋🏼! Welcome to exclusive coverage of the cannabis, indoor/vertical farming, and agtech space! If you’re reading this but haven’t subscribed, join our community of smart, fun & ...
  • View More on Substack »