short sellers Archives
The Big Idea
In the old days, before cloud computing, mobile apps, application programming interfaces (APIs), big data depositories, and all manner of digital transformation initiatives, companies relied on network perimeter security solutions to keep bad actors away.
That’s all changing.
Today, with workers, consumers, business and...
In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
Uncharted Territory—But We Have A Compass
As of Monday, we’d experienced the market’s quickest 30% drop ever. Just 22 days from top to bottom.
Yesterday, the Dow had its best up day in 87 years—up 11%!
Well, as the headline says, we’re in uncharted territory. one...
BellRing Brands (BRBR)
Growth – Packaged Foods
Rapid Growth – Accounting Software
Steady, Slow Growth – Grocery Store
Survey Monkey (SVMK)
Rapid Growth – Survey Software
Growth – Solar Panels & Storage
Searching for Turnip Shoots on a Scorched I..
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...
Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
Monday’s market downturn was a bit breathtaking. First we had a stock market that was overdue for a pullback. Then the coronavirus hit, harming the Chinese economy, which in turn harms every business that sells products and services in China and manufactures products China...