Cabot Small Cap Confidential 235

THE BIG IDEA Let’s talk proteins. Proteins are the large, complex molecules that do the lion’s share of the work in your cells and are essential for all living organisms. They’re made up of hundreds of thousands of amino acids, smaller units that are attached long,...
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Cabot Small Cap Confidential 234

THE BIG IDEA A lot of attention is given to the companies that develop blockbuster drugs. Far less attention is paid to those that make the sophisticated manufacturing equipment that allow drugs to be developed, made for clinical trials, then produced at scale when approved. These...
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Cabot Small Cap Confidential 233

THE BIG IDEA Read slowly. This will take some time to digest. We are on the verge of a renaissance in the industrial manufacturing industry that will forever change how products are designed, built and introduced to market. This renaissance is being driven by the same that...
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Cabot Small Cap Confidential 231

THE BIG IDEA The size of the market for electronic business-to-business (B2B) payments is hard to wrap your mind around. In the U.S. alone, it’s estimated that current B2B payment volume tops $20 trillion. That’s a lot of Benjamins exchanging hands. Even in such a big there’s...
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