Cabot Early Opportunities 115

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...
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Cabot Early Opportunities 114

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...
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Cabot Early Opportunities 113

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...
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Cabot Early Opportunities 112

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...
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Cabot Early Opportunities 111

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...
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