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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Current Market Update

From Cabot Top Ten Trader Last week saw some vicious rotation early in the week, with the super-strong growth names coming down to earth while money gushed into cyclical sectors, but the leaders stabilized as the week wore on and the broad market remains too...
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