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Cabot Early Opportunities 126

From the Cabot Early Opportunities 126 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AppLovin’ (APP) $35.6 billion 95.7 Rapid Growth - Software Dynatrace (DT) $21.9 billion 77.0 Rapid Growth – Software GFL Environmental (GFL) $14.5 billion 40.1 Rapid Growth – Waste Management SiteOne Landscape (SITE) $9.53 billion 214 Growth – Landscape Supply ZoomInfo (ZI) $27.3 billion 69.6 Rapid Growth – Software It’s All About Earnings There are a lot of things investors could focus these...
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Cabot Early Opportunities 125

From the Cabot Early Opportunities 125 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Asana (ASAN) * $19.4 billion 106.5 Rapid Growth – Software Bellring Brands (BRBR) $1.25 billion 31.07 Growth – Consumer Dlocal Limited (DLO) $18.5 billion 64.07 Rapid Growth – Payments Snowflake (SNOW) $94.3 319.25 Rapid Growth – Software Travere Therapeutics (TVTX) $1.45 billion 23.61 Development Stage – Biotech *Watch List Addition Growth is Where it’s at First off, I want to thank everyone responded...
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Cabot Early Opportunities 124

From the Cabot Early Opportunities 124 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Avantor (AVTR) $22.4 billion 38.30 Growth – MedTech Bath & Body Works (BBWI) $15.7 billion 59.44 Growth – Retail Global-E Online (GLBE) $10.6 billion 74.55 Rapid Growth – Software Lightspeed Commerce (LSPD) $13.3 billion 93.01 Rapid Growth – Software Snowflake (SNOW) * $82.9 billion 280.0 Rapid Growth – Software * Watch List Addition A Word on Portfolio Management Before we dig into substance...
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Cabot Early Opportunities 123

From the Cabot Early Opportunities 123 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Concentrix (CNXC) $8.25 Billion 158.2 Growth – CX Software FirstService Corporation (FSV) $7.88 Billion 178.9 Growth – Property Services iHeartMedia (IHRT) $3.25 billion 24.61 Growth – Radio/Podcast/Broadcasting L Brands (LB) $19.9 billion 74.46 Growth – Retail Upstart Holdings (UPST) $9.05 billion 117.6 Rapid Growth – AI Lending Seeking Simplicity Through Diversification As we move through the middle of 2021 investors continue face...
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Cabot Early Opportunities 122

From the Cabot Early Opportunities 122 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Academy Sports & Outdoor (ASO) $3.63 Billion 39.37 Growth – Sporting Goods/Retail Driven Brands (DRVN) $4.97 billion 29.66 Rapid Growth – Auto Services GoEasy (GSY.CA, EHMEF) $2.53 billion 153.9 Growth/Value – Leasing & Lending Maravai LifeSciences (MRVI) $11.4 billion 44.00 Rapid Growth – MedTech TELUS International (TIXT) $8.09 billion 31.46 Rapid Growth – Customer Care Up, Up and Away? Over the week...
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Cabot Early Opportunities 121

From the Cabot Early Opportunities 121 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AppLovin (APP) $20.9 billion 64.29 Rapid Growth – Software Cactus (WHD) $2.6 billion 34.71 Cyclical Growth – Oil Services e.l.f. Beauty (ELF) $1.50 billion 29.22 Growth – Cosmetics/Personal Care Fox Factory Holdings (FOXF) $6.56 billion 156.4 Rapid Growth – Suspension Products Montrose Environmental (MEG) $1.31 billion 50.38 Rapid Growth – Environmental Services The Great Inflation Debate: Transitory, Or Here To you...
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Cabot Early Opportunities 120

From the Cabot Early Opportunities 120 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type AtriCure (ATRC) $3.10 billion 68.00 Rapid Growth – MedTech Bentley Systems (BSY) $13.6 billion 49.71 Growth – Software Endava (DAVA) $4.48 billion 82.29 Rapid Growth – Digital Transformation HubSpot (HUBS) $23.1 billion 497.7 Rapid Growth – Software Vail Resorts (MTN) $12.5 billion 310.3 Growth – Hospitality & Leisure Going Once, Going Twice, Gone! In the last 48 hours I have received unsolicited...
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Cabot Early Opportunities 119

From the Cabot Early Opportunities 119 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type ContextLogic (WISH) $10.9 billion 18.34 Rapid Growth – Internet Retail DraftKings (DKNG) $53.1 billion 67.14 Rapid Growth – Betting & Gambling Eargo (EAR) $1.90 billion 52.53 Rapid Growth – MedTech Semler Scientific (SMLR) $688 million 102.53 Rapid Growth – MedTech Sonos (SONO) $5.06 billion 42.25 Growth – Consumer Electronics What A Difference A Year Makes One year and one day ago, March...
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Cabot Early Opportunities 118

From the Cabot Early Opportunities 118 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type APi Group (APG) $3.6 billion 19.25 Growth & Value – Industrial Services C3.ai (AI) $14.1 billion 147.17 Rapid Growth – Software Fisker (FSR) $5.4billion 19.46 Development Stage – EV Designer JFrog (FROG) $6.3 billion 69.23 Rapid Growth – Software Poshmark (POSH) $5.4 billion 73.29 Rapid Growth – Resale/Social Platform Make Hay While the Sun Is Shining This has been a phenomenal for...
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Cabot Early Opportunities 117

From the Cabot Early Opportunities 117 issue of Cabot Early Opportunities|

Stock Name Market Cap Price Investment Type Arcosa (ACA) $3.0 billion 62.01 Growth & Value – Infrastructure & Energy Castle Biosciences (CSTL) $1.9 billion 81.48 Rapid Growth – Genetic Testing Certara (CERT) $5.6 billion 36.60 Growth – Biosimulation Software Lyft (LYFT) $15.5 billion 48.94 Rapid Growth – Ridesharing Purple (PRPL) $2.2 billion 35.07 Rapid Growth – DTC Mattresses Still Rallying As we wade deeper into winter here in Northeast,...
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