Cabot Early Opportunities 110

Stock Name Market Cap Price Investment Type Bill.com (BILL) $5.69 billion 76.57 Rapid Growth – Software OneWater Marine (ONEW) $312 million 21.43 Growth – Boats Purple Innovations (PRPL) $935 million 17.34 Rapid Growth – Mattresses SelectQuote (SLQT) $4.52 billion 27.26 Rapid Growth – Insurance Broker Tela Bio (TELA) $219 million 19.18 Rapid Growth – MedTech Keep An Open Mind If this year has taught us anything it is the...
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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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