Carl Delfeld

Carl Delfeld

Carl Delfeld is a member of the Cabot investment team, and chief analyst of Cabot Explorer.

He received his Masters in Law and Diplomacy at the Tufts Fletcher School; worked for the First National Bank of Boston (now Bank of America) in London, serving as director of the Japan and South Korea Group; served as vice president at the investment bank Robert W. Baird & Company, developing new business in Tokyo, Hong Kong and Sydney; was Asia advisor to the U.S. Congressional Joint Economic Committee, the U.S. Finance Committee and the U.S. Department of the Treasury; wrote for Forbes Asia and the Far Eastern Economic Review; served as a member on the U.S. National Committee on Pacific Economic Cooperation and the Japan-U.S. Friendship Commission; was chairman of the Asian Pension Forum and wrote a book, titled, Red, White & Bold; the New American Century.

Read More

Cabot Explorer Bi-weekly Update

It’s been a challenging week for growth investors as the stocks that climbed the fastest are getting hit the hardest, such as our Cloudflare (NET) position, despite still posting strong numbers. On the other hand, Oracle (ORCL), where expectations are more modest, jumped 89...
Read More

Cabot Explorer 748

Model Portfolio Stock Price Bought Date Bought Price 11/10/21 Profit Rating Bombardier Inc. (BDRBF) 1.66 10/14/21 2 20% Buy a Half ChargePoint Holdings (CHPT) 21 8/19/21 25 18% Buy a Half Cloudflare, Inc. (NET) 24 4/30/20 195 714% Hold a Half Coupa Software (COUP) 231 10/28/21 222 -4% Buy a Half Fisker (FSR) 15 2/4/21 19 26% Buy a Half Marvell Technology Group (MRVL) 50 4/1/21 71 43% Buy a Half Novonix (NVNXF) 2.24 8/6/21 6 168% Buy a Half Oracle Corporation (ORCL) New — 94 — Buy a Half Palantir Technologies a..
Read More