Letters by company
ClearPoint Neuro, Inc.
2 letters discussing CLPT. Everything written about it on this site is on its ticker page.
- Cedar Grove Capital Management Q2’2026 Cedar Grove broadened the portfolio, added event-driven opportunities and increased shorts as AI-led market leadership favored momentum over valuation-sensitive stock selection. It exited SANUWAVE after reimbursement disruption cut device guidance, reduced KITS after its bitcoin ETF treasury decision, and added telehealth, neurology and grid-modernization positions. Q2'26 ABVX $8.5BCLPT $349MHIMS $7.1B
- Cedar Grove Capital Management Q3’2026 Cedar Grove increased gross leverage and added Zedcor, OneSpaWorld and Auxly while closing several special-situation and biotech holdings. The portfolio argues that Evolv Technologies and The RealReal retain improving operating fundamentals despite rate-driven valuation pressure, with recurring revenue and marketplace efficiency as the central theses. Q3 2026 EVLV $811MABVX $8.5BAXON $34B
