Issues
The first quarter of 2025 has been interesting, to say the least. We wrap it up with the March Issue featuring names across the software, security, coffee chain, specialty metals and sports betting markets.
A few familiar faces, and a few new ones, should mean something for everybody. Details inside.
A few familiar faces, and a few new ones, should mean something for everybody. Details inside.
The February 2025 Issue highlights a variety of both new and familiar names across the software, delivery, MedTech, appliance and land management markets.
As always, this Issue should have something for everyone.
As always, this Issue should have something for everyone.
Our first Issue of 2025 highlights a variety of solid growth names that have been acting well despite the recent dip in the market. As always, this Issue should have something for everyone.
We wrap up a fruitful year with a December Issue of Cabot Early Opportunities highlighting five names spanning everything from bottled water to social media to bitcoin mining.
I like the diversity of this Issue, which has something for everyone.
I like the diversity of this Issue, which has something for everyone.
In the November Issue of Cabot Early Opportunities, we jump into a crazy semiconductor growth story, an electrification name and an international travel story. We also kick the tires on a new company focused on acquiring outdoorsy brands as well as another playing in the healthy and alternative food space.
As always, there should be something for everyone.
As always, there should be something for everyone.
In the October Issue of Cabot Early Opportunities, we go deeper down the software rabbit hole, jump into a new grocery chain stock I suspect you’ve never heard of, dabble with a hot AI semiconductor stock and consider the potential of an EV stock that’s exploded on news of a big DOE loan.
As always, there should be something for everyone!
As always, there should be something for everyone!
Welcome to fall! The September Issue of Cabot Early Opportunities is heavy on software and industrial names, two areas of the market where I continue to see plenty of emerging opportunities and potential for share prices to benefit from lower rates.
Enjoy!
Enjoy!
In the August Issue of Cabot Early Opportunities, we spread things out across both growth and growth & value ideas. We have a number of newly public players in markets ranging from water quality to electronics certification, as well as a couple of AdTech players. Last but not least is a familiar face in the data security market.
As always, there should be something for everybody.
As always, there should be something for everybody.
In the July Issue of Cabot Early Opportunities, we continue to lean into the strong market and focus our attention on the small end of the market cap curve.
We have small and mid-cap players in the software, semiconductor, green energy, industrial tech and AdTech spheres, each of which has compelling reasons propelling shares higher.
As always, there should be something for everybody.
We have small and mid-cap players in the software, semiconductor, green energy, industrial tech and AdTech spheres, each of which has compelling reasons propelling shares higher.
As always, there should be something for everybody.
In the June Issue of Cabot Early Opportunities, we continue to lean into AI themes while taking a swing at a speculative space communications company. We’re also trying to keep things real here on earth with a picks-and-shovels-type infrastructure play, and we pull back the curtain on a real rarity in 2024, a software stock with a nice chart!
As always, there should be something for everybody.
As always, there should be something for everybody.
In the May Issue of Cabot Early Opportunities we dig into prospects across next-gen AI-enabled devices, emerging markets, meal replacement shakes and picks-and-shovels type infrastructure plays.
As always, there should be something for everybody.
Enjoy!
As always, there should be something for everybody.
Enjoy!
In the April Issue of Cabot Early Opportunities we take heed of the market’s recent volatility by digging into a wider-than-normal range of emerging opportunities.
We have gold mining, AI website development tools, healthy fast-casual dining and a few things in between!
As always, there should be something for everybody.
We have gold mining, AI website development tools, healthy fast-casual dining and a few things in between!
As always, there should be something for everybody.
Alerts
Just a quick reminder that, as per last week’s Special Bulletin, the March Issue of Cabot Early Opportunities will be published next Wednesday, March 26. Among the reasons for pushing the Issue back a week is that it will allow time for new portfolio additions to reflect today’s Fed decision to hold rates steady and the updated Summary of Economic projections (SEP), which implies a total of two 25-basis-point cuts this year.