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Cabot Small-Cap Confidential

Latest Issue

Cabot Small Cap Confidential 250

March 5, 2020

This month we’re jumping into a software company that’s developed an innovative product for the emerging gig economy. But it’s not another Airbnb, Lyft or Uber. No apartments for rent or cars for hire here.

Rather, just like eBay and Etsy have created online marketplaces for buyers and sellers of physical goods, this company has created a marketplace that matches buyers and sellers of digital services—things like graphic design, writing and web development.

As the gig economy explodes this company is poised to enjoy rapid growth. And while no company is inoculated from the coronavirus, this one has some protection since it’s part of the digital, not physical, economy.

Updates

March 26, 2020

The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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Special Bulletins

March 19, 2020

Because of all the craziness out there I’m pushing back the stock section of this week’s update to tomorrow.
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Strategy