Margin of Safety Investing
The Margin of Safety Investing Podcast
Paul Cerro - Margin of Safety Investing Podcast Ep. 05
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Paul Cerro - Margin of Safety Investing Podcast Ep. 05

Special Situations and Macro Thoughts
Transcript

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Guest Intro:

I had the pleasure of speaking with

CEO of Cedar Grove Capital and CIO at Cedar Grove Capital Management. Paul also writes the popular .

We talk about investing, the challenges of market calls, some macro topics, special situations and a few other things on related topics. Paul is very smart and humble young investor who is full of energy and ideas and I always leave our conversations taking away much more than I imagined.

I hope you enjoy the conversation.

Simon

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Margin of Safety Investing
The Margin of Safety Investing Podcast
Business and investment discussions for the individual investor.