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..
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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...
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Stock Name
Market Cap
Price
Investment Type
Slack (WORK)
$15.2 billion
27.58
Rapid Growth – Collaboration Software
Sprout Social (SPT)
$995 million
20.22
Growth – Social Media Software
Sunnova (NOVA)
$1.36 billion
16.24
Growth – Solar Panels & Storage
Varonis (VRNS)
$2.80 billion
91.97
Growth – Security Software
Y-mAbs Therapeutics (YMAB)
$1.30 billion
32.80
Development Stage Biotech
How Volatile Is My Stock?
One of the characteristics of early-stage that...
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Hero Snow
I grew up skiing in Vermont and got to know different snow conditions well. My favorite is “hero snow”. Hero snow is what you get when you've had lots of medium size storms that skiers work into the mountain and which create superb...
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Stocks in this Issue
Current Investing
Environment
Another Year (Almost) in the Books
With this being the final Issue of Cabot Early Opportunities in 2019 I want change things up just a little. Normally, I write about some topic of interest that’s related to either small caps early-stage...
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Most growth-oriented investors want to invest in IPOs. But you have to time it right, or you could lose your shirt. Here are some IPO investing strategies.
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Stocks in this Issue
Current Investing
Environment
IPO Strategy: When to Buy, and How to Handle Lockup Expiration
In most Issues of Cabot Early Opportunities, I cover stocks that have recently gone public. These early-stage stocks need to be handled with a little extra consideration because they so...
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Investing in IPOs can be dangerous. But if you time them right, you can catch them after their post-IPO fall. And here are three recent IPOs to buy now.
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There has been a scarcity of China IPOs the last few years. But that could be changing. But you should look at these charts before you go diving in.
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