The market continues to recover from last week’s short but intense decline. In our portfolio there’s been a dearth of news flow. That’s fine with me. I think we could all use a little less stimulation and step back from our computers and devices...
Rapid Growth – Software
OneWater Marine (ONEW)
Growth – Boats
Purple Innovations (PRPL)
Rapid Growth – Mattresses
Rapid Growth – Insurance Broker
Tela Bio (TELA)
Rapid Growth – MedTech
Keep An Open Mind
If this year has taught us anything it is the...
Enjoy the current strength but be aware of the environment we’re in, and why. Accept that we could see a significant retreat in the prices of many of our stocks in the near term, but that the fundamental reasons behind their current strength persist...
Rapid Growth – Sports Betting
Rapid Growth – Solar
Formula One Group (FWONK)
Growth – Auto Racing
GFL Environmental (GFL)
Rapid Growth – Waste Services
Viela Bio (VIE)
Clinical Stage Biotech
Dot Com Bubble 2.0 or Rational Exuberance?
When then-Fed Chairman Alan publicly...
The market continues to remain strong in the face of economic data that’s anything but. As we’ve already discussed at great length, this is because the market is forward looking and there’s been enough potential positive news around treatments and the timeline to vaccine...
The S&P 500 crossed above its 25-day moving average line on April 6 and is back above its 50-day moving average line today. It is only 16% off its previous high. Granted, under the circumstances that doesn’t seem quite right. But nevertheless, there is...
As we move closer to the end of another week, investors continue to focus on the potential timeline to open parts of the economy. New York has just said the lockdown for non-essential businesses remains in effect for at least another month, but there...
Adaptive Biotechnologies (ADPT)
Rapid Growth – Immune Medicine
Steady, Slow Growth – MedTech
Supernormal Growth – Cloud Infrastructure Monitoring
Descartes Systems (DSGX)
Growth – Supply Chain Software
Virgin Galactic Holdings (SPCE)
Disruptive Technology – Aerospace
Off the Ventilator and Into the a..
The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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...