APi Group (APG)
Growth & Value – Industrial Services
Rapid Growth – Software
Development Stage – EV Designer
Rapid Growth – Software
Rapid Growth – Resale/Social Platform
Make Hay While the Sun Is Shining
This has been a phenomenal for...
The big news this week was, of course, the swearing in of President Biden and all the associated stories about the transition. Fun fact – portfolio holding Everbridge (EVBG) supplied its Mass Notification system to help keep Washington, D.C. area residents and visitors safe and in...
Growth & Value – Infrastructure & Energy
Castle Biosciences (CSTL)
Rapid Growth – Genetic Testing
Growth – Biosimulation Software
Rapid Growth – Ridesharing
Rapid Growth – DTC Mattresses
As we wade deeper into winter here in Northeast,...
I’m sending this week’s update out a day early because I have a window to work now with the kids somewhat entertained with Christmas presents. And it’s always nice not to load up our team with communications the day before a holiday (Cabot closed...
The market continues to grind higher and the small cap index, which we haven’t talked about in forever, is finally opening up some white space above its pre-pandemic high. In fact, the S&P 600 Small Cap Index is, at this very moment, trading an...
Array Technologies (ARRY)
Rapid Growth – Solar
Corsair Gaming (CRSR)
Growth – PC Components
Halozyme Therapeutics (HALO)
Rapid Growth – Biotech
Lawson Products (LAWS)
Growth – Industrial Supplies
Shift4 Payments (FOUR)
Growth – Payment Processing
Barreling Through 2020 Out of Control
In thinking of an analogy investing...
After an insane couple of weeks this one has felt relatively calm. There is still plenty of market-moving news around the election, vaccines, the pandemic’s frightening trajectory, etc. but I think we’ve all become somewhat accustomed enough to alarming headlines – within a range...
Growth – MedTech
Berkeley Lights (BLI)
Rapid Growth - MedTech
e.l.f. Beauty (ELF)
Growth – Personal Care
Farfetch Limited (FTCH)
Rapid Growth - Ecommerce
Kornit Digital (KRNT)
Rapid Growth – Textile Printing
Preparing for the Next Phase of the Pandemic
The current investing climate one...
Clarivate PLC (CCC)
Growth – Information Services
Rapid Growth – MedTech
Nuance Comm (NUAN)
Growth - Software
Rapid Growth – Social M./Ad. Platform
Growth – Staffing Platform
Five Stocks That Caught My Attention This Week
Normally, I write about some of...