Cabot Micro-Cap Insider Update

The market continues to be strong with the S&P 500 near all-time highs. And micro-caps continue to chug along. In aggregate, our micro-cap recommendations continue to do quite well, and I continue to find many excellent opportunities, especially in “cyclical” areas of the Before...
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Cabot Micro-Cap Insider Update

During his 30+ year career, my dad was a professional investor in Boston, Massachusetts. He worked for several firms, but always specialized in managing value portfolios worth hundreds of millions of dollars for institutional clients. I am lucky that he’s a great teacher enjoyed...
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Cabot Turnaround Letter 120

2020 OUTLOOK: POSITIVE BUT NOT A REPEAT OF 2019 In This Issue:2020 Outlook2019 Bankruptcy ReviewFavorite Stocks of 2020Recommendations:Buy: Meredith CorpRatings ChangesNews Notes & Performance   Wow.  How else can we describe the stock market’s strong and resilient upward march this year to a 32% total return? hindsight,...
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