Stock Name
Market Cap
Price
Investment Type
Kinsale Capital (KNSL)
$4.2 billion
191.94
Rapid Growth – P&C Insurance
Nevro (NVRO)
$4.9 billion
144.55
Rapid Growth – MedTech
Peloton (PTON)
$24.7 billion
85.45
Rapid Growth – Exercise Equipment
Varonis (VRNS)
$3.6 billion
112.46
Rapid Growth – Software
Vital Farms (VITL)
$1.5 billion
36.65
Rapid Growth – Eggs & Butter
Time Is on Our Side
In 1964 the Rolling Stones their...
Read More
Stock Name
Market Cap
Price
Investment Type
Altair Engineering (ALTR)
$3.0 billion
42.25
Growth – Industrial Software
Azek (AZEK)
$6.0 billion
38.76
Growth – Construction Materials
Jamf (JAMF)
$4.5 billion
38.54
Rapid Growth – Software
Nikola (NKLA)
$14.9 billion
39.18
Development – Electric/Hydrogen Auto
TFF Pharma (TFFP)
$271 million
12.98
Development – Biotech
Is The Hydrogen Economy Becoming Reality?
Hydrogen has been a hot topic among investors lately of...
Read More
Stock Name
Market Cap
Price
Investment Type
Bandwidth (BAND)
$3.1 billion
129.56
Growth – Comm. Software
Bloom Energy (BE)
$1.6 billion
13.09
Growth – Fuel Cells
Cloudflare (NET)
$11 billion
35.75
Rapid Growth – Security Software
Schrodinger (SDGR)
$5.2 billion
83.63
Rapid Growth – MedTech
SciPlay (SCPL)
$1.9 billion
14.62
Growth – Online Gaming
The Grand Experiment Continues
As we move into the heart of the summer uncertainty on...
Read More
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...
Read More
Stock Name
Market Cap
Price
Investment Type
DraftKings (DKNG)
$9.2 billion
29.57
Rapid Growth – Sports Betting
Enphase (ENPH)
$8.4 billion
67.02
Rapid Growth – Solar
Formula One Group (FWONK)
$7.6 billion
31.17
Growth – Auto Racing
GFL Environmental (GFL)
$5.8 billion
17.78
Rapid Growth – Waste Services
Viela Bio (VIE)
$2.7 billion
54.21
Clinical Stage Biotech
Dot Com Bubble 2.0 or Rational Exuberance?
When then-Fed Chairman Alan publicly...
Read More
Stock Name
Market Cap
Price
Investment Type
Adaptive Biotechnologies (ADPT)
$3.6 billion
28.16
Rapid Growth – Immune Medicine
Conmed (CNMD)
$2.11 billion
74.10
Steady, Slow Growth – MedTech
Datadog (DDOG)
$11.56 billion
38.91
Supernormal Growth – Cloud Infrastructure Monitoring
Descartes Systems (DSGX)
$3.30 billion
39.33
Growth – Supply Chain Software
Virgin Galactic Holdings (SPCE)
$3.73 billion
19.03
Disruptive Technology – Aerospace
Off the Ventilator and Into the a..
Read More
Stock Name
Market Cap
Price
Investment Type
BellRing Brands (BRBR)
$600 million
15.23
Growth – Packaged Foods
BlackLine (BL)
$2.76 billion
48.98
Rapid Growth – Accounting Software
Kroger (KR)
$26.9 billion
34.19
Steady, Slow Growth – Grocery Store
Survey Monkey (SVMK)
$1.5 billion
10.67
Rapid Growth – Survey Software
Sunnova (NOVA)
$624 million
7.43
Growth – Solar Panels & Storage
Searching for Turnip Shoots on a Scorched I..
Read More
What are the investing implications of a best-, base- and worst-case scenario for Americans amid this global pandemic? Let's break it down.
Read More
Analyst note: With all that’s going on in the market and all the disruptions we’re dealing with as families working from home we’re altering the editorial schedule and format of Cabot Early Opportunities for a short period of time. The immediate goal is focus...
Read More
