Cabot Micro-Cap Insider 920

Take Advantage of Recent Volatility Over the Labor Day holiday, I was up with my extended family in Arrowsic, Maine. We enjoyed going for a cruise on the Kennebec River and also got in one last beach day. It was also a peaceful setting reflect...
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Cabot Micro-Cap Insider 820

Getting Defensive This week, I’m on vacation in scenic Manchester-by-the-Sea, Massachusetts. We chose Manchester-by-the-Sea because of the beautiful beaches, but just as importantly, because that’s where my in-laws live. My wife and I have learned (the hard way) that going on vacation isn’t much of vacation...
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Cabot Small Cap Confidential 255

The Big Idea To say that the U.S. healthcare system is complicated, confusing, and expensive would be a colossal understatement. One could argue that “system,” defined as an organized framework or method, isn’t a very good term at all. Perhaps “landscape,” which encompasses both existing transitory...
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Cabot Micro-Cap Insider 720

Micro Caps Continue to be Ignored This week, we profile Greystone Logistics (GLGI), a classic micro-cap company that is growing earnings 140% this year but only trades at 6.6x earnings. Why is the company so cheap? Because it’s a micro cap! If this company had a cap...
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Cabot Micro-Cap Insider 620

Patience Will Pay Off This week, we profile Liberated Syndication (LSYN), an under-the-radar podcast hosting company in secular growth that is about to announce the results of a strategic review. Make sure to use limits when buying LSYN as the stock is very illiquid. Our recommendations...
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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 Micro-Cap Insider 520

Welcome to Cabot Micro-Cap Insider Welcome to Cabot Micro-Cap Insider! If you have not already, I recommend that you read my Cabot Micro-Cap Insider Guide. It will help you get the most out of your Cabot Micro-Cap Insider membership, and make your investing decisions easier more...
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Cabot Small Cap Confidential 252

The Big Idea While the world is laser-focused on potential treatments and vaccines for COVID-19 there are still other other life-threatening diseases for which we need better treatments. Take, for example, multiple myeloma, the second-most common blood cancer in the U.S. The market for treatment is...
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Cabot Micro-Cap Insider 420

Welcome to Cabot Micro-Cap Insider Welcome to Cabot Micro-Cap Insider! This inaugural issue is a little different than future editions. In this issue, I’ve profiled my initial five recommendations. In future issues, I will profile one new idea in depth, and provide updates on all open I’m...
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Cabot Small Cap Confidential 246

THE BIG IDEA How psyched would you be if you went to your healthcare provider and they said the following: “I can make a health optimization recommendation for you, informed not only by the latest clinical trials, but also by local and regional data about like...
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Cabot Small Cap Confidential 251

The Big Idea In the old days, before cloud computing, mobile apps, application programming interfaces (APIs), big data depositories, and all manner of digital transformation initiatives, companies relied on network perimeter security solutions to keep bad actors away. That’s all changing. Today, with workers, consumers, business and...
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Cabot Small Cap Confidential 249

The Big Idea Fiber optic components are one of the building blocks of high-speed data and communications networks. This market gets a lot of press coverage and investors are generally well aware of fiber optic component suppliers for the telecom and datacom markets. A lesser but...
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Cabot Small Cap Confidential 248

The Big Idea If you want to find markets where purpose-built software can make life a lot easier look no further than life sciences and high tech. Both are defined by the ever-present need to develop new products, launch them into the market, appropriately manage through...
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Cabot Small Cap Confidential 246

THE BIG IDEA In its 2017 infrastructure report card the American Society of Civil Engineers (ASCE) gave America’s infrastructure a grade of “D+”. America received the same grade in 2013. That was an improvement over 2009 (and 2005) when we received a “D”. Suffice to say, room...
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