Cabot Small Cap Confidential 263
April 1, 2021
The action of high-growth stocks continues to be sloppy despite the strong performance of most underlying businesses.
To help ease our portfolio thorough this period I’ve been evaluating companies with exposure to the reopening economy, and I think I’ve nailed it.
Today’s stock is an online retailer serving younger generations. These consumers should be among the most active spenders as the world opens up again. And this up-and-coming retailer should be a major beneficiary.
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