Cabot Small Cap Confidential 243

THE BIG IDEA Back in the late 1800s if you called a company for information you were routed through a telephone exchange and were able to speak with a person that could help. The last switchboard operator for a hand-crank phone, Susan Glines, walked away her...
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Cabot Small Cap Confidential 242

THE BIG IDEA A few years back the Institute of Medicine (IOM) published a report with an astounding conclusion: Most people will experience at least one diagnostic error in their lifetime, sometimes with devastating consequences. That’s not cool. Diagnostic accuracy of some conditions is staggeringly bad. For the...
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Cabot Small Cap Confidential 241

THE BIG IDEA On a whim, I recently reviewed our car insurance. Something didn’t feel right, so I went online and got a quote from another provider. It turns out they could cover our two cars with essentially the same coverage – for half the was...
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Cabot Small Cap Confidential 240

THE BIG IDEA One of the big challenges for organizations in the fast-moving digital age is to understand what’s going on in their businesses right now. Look at Facebook (FB). For a company that specializes in harvesting detailed user data and selling targeted ads you’d they...
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Cabot Small Cap Confidential 239

THE BIG IDEA What if your doctor had a simple blood test that could predict Alzheimer’s Disease 15 years before any symptoms begin? Would you take it? How about a test that could predict the likelihood of getting Parkinson’s Disease, multiple sclerosis, and dementia? Let’s say Miracle...
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Cabot Small Cap Confidential 238

THE BIG IDEA Nobody wakes up in the morning and says, “I’m fired up to buy stock in an Enterprise Work Management software company today.” But not all investment ideas are sexy. Or make for a good story to tell friends. Or even sound a bit...
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Cabot Small Cap Confidential 237

THE BIG IDEA On June 21, 2018 Supreme Court Justice Anthony Kennedy issued his final decision before retiring, and reshaped the laws that will govern future taxation on interstate e-commerce sales. For decades, states had been prohibited from collecting sales taxes on residents’ transactions when were...
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