PERSON DIRECTORY
Paul Cerro
Paul Cerro appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Cerro’s HIMS thesis shifts attention from peptide launches to the data and labs layer: subscriber counts have “barely grown” for three quarters, making retention the lever for LTV and payback.The August 10 print will test Eucalyptus-driven revenue upside against lower EBITDA guidance, the first full Novo Nordisk partnership quarter, and execution by management Cerro says he does not trust.