IPO investing Archives

Cabot Early Opportunities 115

From the Cabot Early Opportunities 115 issue of Cabot Early Opportunities||Small Cap Stocks

Stock Name Market Cap Price Investment Type Avantor (AVTR) $15.8 billion 27.46  Growth – MedTech Berkeley Lights (BLI) $5.5 billion 86.15  Rapid Growth - MedTech e.l.f. Beauty (ELF) $1.1 billion 21.67  Growth – Personal Care Farfetch Limited (FTCH) $15.2 billion 44.56  Rapid Growth - Ecommerce Kornit Digital (KRNT) $3.2 billion 79.06  Rapid Growth – Textile Printing Preparing for the Next Phase of the Pandemic The current investing climate one...
Read More

Cabot Early Opportunities 114

From the Cabot Early Opportunities 114 issue of Cabot Early Opportunities||Small Cap Stocks

Stock Name Market Cap Price Investment Type Clarivate PLC (CCC) $12 billion 30.92 Growth – Information Services Cryoport (CYRX) $1.8 billion 45.62 Rapid Growth – MedTech Nuance Comm (NUAN) $9.7 billion 34.45 Growth - Software Pinterest (PINS) $27 billion 45.13 Rapid Growth – Social M./Ad. Platform Upwork (UPWK) $2.5 billion 20.93 Growth – Staffing Platform Five Stocks That Caught My Attention This Week Normally, I write about some of...
Read More

Cabot Early Opportunities 113

From the Cabot Early Opportunities 113 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 112

From the Cabot Early Opportunities 112 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 111

From the Cabot Early Opportunities 111 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 110

From the Cabot Early Opportunities 110 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 109

From the Cabot Early Opportunities 109 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 108

From the Cabot Early Opportunities 108 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 107.2

From the Cabot Early Opportunities 107.2 issue of Cabot Early Opportunities||Small Cap Stocks

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

Cabot Early Opportunities 106

From the Cabot Early Opportunities 106 issue of Cabot Early Opportunities||Small Cap Stocks

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...
Read More