Cabot Small Cap Confidential 253

The Big Idea We’ve enjoyed tremendous success investing early in off-the-beaten path insurance brokerage companies. This success is due, in large part, to selecting technology-enabled companies with business plans developed around efficiently capturing, and keeping, clients. These companies include Goosehead Insurance (GSHD) and Everquote (EVER). Both rapid-growth,...
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Cabot Early Opportunities 109

Stock Name Market Cap Price Investment Type DraftKings (DKNG) $9.2 billion 29.57 Rapid Growth – Sports Betting Enphase (ENPH) $8.4 billion 67.02 Rapid Growth – Solar Formula One Group (FWONK) $7.6 billion 31.17 Growth – Auto Racing GFL Environmental (GFL) $5.8 billion 17.78 Rapid Growth – Waste Services Viela Bio (VIE)   $2.7 billion 54.21 Clinical Stage Biotech Dot Com Bubble 2.0 or Rational Exuberance? When then-Fed Chairman Alan publicly...
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