Cabot Early Opportunities 126

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...
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Cabot Early Opportunities 125

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...
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Cabot Early Opportunities 124

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...
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Cabot Early Opportunities 123

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...
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Cabot Early Opportunities 122

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...
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