Cabot Explorer Bi-weekly Update

It’s been a challenging week for growth investors as the stocks that climbed the fastest are getting hit the hardest, such as our Cloudflare (NET) position, despite still posting strong numbers. On the other hand, Oracle (ORCL), where expectations are more modest, jumped 89...
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Cabot Early Opportunities 128

Stock Name Market Cap Price Investment Type Allbirds (BIRD) $2.20 billion 15.2 Rapid Growth – Apparel/Shoes Intl. Business Machines (IBM)* $111 billion 124 Value – IT Services Matterport (MTTR) - Watch $5.41 billion 22.3 Rapid Growth – Metaverse MP Materials (MP)* $7.44 billion 41.8 Growth – Rare Earth Mining Rivian (RIVN) $104 billion 117 Rapid Growth – EVs * Trade Opportunities Perspective While there is a lot we talk...
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Cabot Explorer Bi-weekly Update

The market has entered a rough patch, especially for tech and stocks that have not been demonstrating relative strength. Explorer stocks are all over the map, with Coupa (COUP) and Cloudflare (NET) showing some weakness, many positions holding steady, and Novonix (NVNXF) up in...
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Cabot Explorer Bi-weekly Update

There is one topic that brings together Wall Street, Hollywood and Silicon Valley – the metaverse. While "metaverse" definitions are varied, the idea of bringing people together in a virtual interactive world is, as they used to say, the talk of the town.
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Cabot Early Opportunities 127

Stock Name Market Cap Price Investment Type Coinbase (COIN) $72.2 billion 342 Rapid Growth – Crypto Exchange Descartes (DSGX) - Trade $7.6 billion 90.4 Growth – Software Sea Limited (SE) $182 billion 330 Rapid Growth – E-commerce & Gaming SentinelOne (S) $19.8 billion 74.7 Rapid Growth - Security The RealReal (REAL) $1.56 billion 16.9 Rapid Growth – Internet Retail * Watch List Addition The Future Is Now I’ve been more...
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