1987 stock market crash Archives

Cabot Early Opportunities 126

From the Cabot Early Opportunities 126 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AppLovin’ (APP) $35.6 billion 95.7 Rapid Growth - Software Dynatrace (DT) $21.9 billion 77.0 Rapid Growth – Software GFL Environmental (GFL) $14.5 billion 40.1 Rapid Growth – Waste Management SiteOne Landscape (SITE) $9.53 billion 214 Growth – Landscape Supply ZoomInfo (ZI) $27.3 billion 69.6 Rapid Growth – Software It’s All About Earnings There are a lot of things investors could focus these...
Read More

Cabot Early Opportunities 125

From the Cabot Early Opportunities 125 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Asana (ASAN) * $19.4 billion 106.5 Rapid Growth – Software Bellring Brands (BRBR) $1.25 billion 31.07 Growth – Consumer Dlocal Limited (DLO) $18.5 billion 64.07 Rapid Growth – Payments Snowflake (SNOW) $94.3 319.25 Rapid Growth – Software Travere Therapeutics (TVTX) $1.45 billion 23.61 Development Stage – Biotech *Watch List Addition Growth is Where it’s at First off, I want to thank everyone responded...
Read More

Cabot Early Opportunities 124

From the Cabot Early Opportunities 124 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Avantor (AVTR) $22.4 billion 38.30 Growth – MedTech Bath & Body Works (BBWI) $15.7 billion 59.44 Growth – Retail Global-E Online (GLBE) $10.6 billion 74.55 Rapid Growth – Software Lightspeed Commerce (LSPD) $13.3 billion 93.01 Rapid Growth – Software Snowflake (SNOW) * $82.9 billion 280.0 Rapid Growth – Software * Watch List Addition A Word on Portfolio Management Before we dig into substance...
Read More

Cabot Early Opportunities 123

From the Cabot Early Opportunities 123 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Concentrix (CNXC) $8.25 Billion 158.2 Growth – CX Software FirstService Corporation (FSV) $7.88 Billion 178.9 Growth – Property Services iHeartMedia (IHRT) $3.25 billion 24.61 Growth – Radio/Podcast/Broadcasting L Brands (LB) $19.9 billion 74.46 Growth – Retail Upstart Holdings (UPST) $9.05 billion 117.6 Rapid Growth – AI Lending Seeking Simplicity Through Diversification As we move through the middle of 2021 investors continue face...
Read More

Cabot Early Opportunities 122

From the Cabot Early Opportunities 122 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Academy Sports & Outdoor (ASO) $3.63 Billion 39.37 Growth – Sporting Goods/Retail Driven Brands (DRVN) $4.97 billion 29.66 Rapid Growth – Auto Services GoEasy (GSY.CA, EHMEF) $2.53 billion 153.9 Growth/Value – Leasing & Lending Maravai LifeSciences (MRVI) $11.4 billion 44.00 Rapid Growth – MedTech TELUS International (TIXT) $8.09 billion 31.46 Rapid Growth – Customer Care Up, Up and Away? Over the week...
Read More

Cabot Early Opportunities 121

From the Cabot Early Opportunities 121 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AppLovin (APP) $20.9 billion 64.29 Rapid Growth – Software Cactus (WHD) $2.6 billion 34.71 Cyclical Growth – Oil Services e.l.f. Beauty (ELF) $1.50 billion 29.22 Growth – Cosmetics/Personal Care Fox Factory Holdings (FOXF) $6.56 billion 156.4 Rapid Growth – Suspension Products Montrose Environmental (MEG) $1.31 billion 50.38 Rapid Growth – Environmental Services The Great Inflation Debate: Transitory, Or Here To you...
Read More

Cabot Early Opportunities 120

From the Cabot Early Opportunities 120 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AtriCure (ATRC) $3.10 billion 68.00 Rapid Growth – MedTech Bentley Systems (BSY) $13.6 billion 49.71 Growth – Software Endava (DAVA) $4.48 billion 82.29 Rapid Growth – Digital Transformation HubSpot (HUBS) $23.1 billion 497.7 Rapid Growth – Software Vail Resorts (MTN) $12.5 billion 310.3 Growth – Hospitality & Leisure Going Once, Going Twice, Gone! In the last 48 hours I have received unsolicited...
Read More

Cabot Early Opportunities 119

From the Cabot Early Opportunities 119 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type ContextLogic (WISH) $10.9 billion 18.34 Rapid Growth – Internet Retail DraftKings (DKNG) $53.1 billion 67.14 Rapid Growth – Betting & Gambling Eargo (EAR) $1.90 billion 52.53 Rapid Growth – MedTech Semler Scientific (SMLR) $688 million 102.53 Rapid Growth – MedTech Sonos (SONO) $5.06 billion 42.25 Growth – Consumer Electronics What A Difference A Year Makes One year and one day ago, March...
Read More

Cabot Early Opportunities 118

From the Cabot Early Opportunities 118 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type APi Group (APG) $3.6 billion 19.25 Growth & Value – Industrial Services C3.ai (AI) $14.1 billion 147.17 Rapid Growth – Software Fisker (FSR) $5.4billion 19.46 Development Stage – EV Designer JFrog (FROG) $6.3 billion 69.23 Rapid Growth – Software Poshmark (POSH) $5.4 billion 73.29 Rapid Growth – Resale/Social Platform Make Hay While the Sun Is Shining This has been a phenomenal for...
Read More

Cabot Early Opportunities 117

From the Cabot Early Opportunities 117 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Arcosa (ACA) $3.0 billion 62.01 Growth & Value – Infrastructure & Energy Castle Biosciences (CSTL) $1.9 billion 81.48 Rapid Growth – Genetic Testing Certara (CERT) $5.6 billion 36.60 Growth – Biosimulation Software Lyft (LYFT) $15.5 billion 48.94 Rapid Growth – Ridesharing Purple (PRPL) $2.2 billion 35.07 Rapid Growth – DTC Mattresses Still Rallying As we wade deeper into winter here in Northeast,...
Read More