Cabot Undervalued Stocks Advisor 820

A Few Thoughts on Rising Market Speculation The stock market continues to favor high-tech “digital economy” growth companies, particularly after the remarkably strong earnings reports from Apple, Amazon and others. The performance spread between “digital economy” stocks and “physical economy” stocks suggest that speculative is...
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Cabot Small Cap Confidential 253

The Big Idea We’ve enjoyed tremendous success investing early in off-the-beaten path insurance brokerage companies. This success is due, in large part, to selecting technology-enabled companies with business plans developed around efficiently capturing, and keeping, clients. These companies include Goosehead Insurance (GSHD) and Everquote (EVER). Both rapid-growth,...
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