Cabot Small Cap Confidential 239

THE BIG IDEA What if your doctor had a simple blood test that could predict Alzheimer’s Disease 15 years before any symptoms begin? Would you take it? How about a test that could predict the likelihood of getting Parkinson’s Disease, multiple sclerosis, and dementia? Let’s say Miracle...
Read More

Cabot Small Cap Confidential 238

THE BIG IDEA Nobody wakes up in the morning and says, “I’m fired up to buy stock in an Enterprise Work Management software company today.” But not all investment ideas are sexy. Or make for a good story to tell friends. Or even sound a bit...
Read More

Cabot Small Cap Confidential 237

THE BIG IDEA On June 21, 2018 Supreme Court Justice Anthony Kennedy issued his final decision before retiring, and reshaped the laws that will govern future taxation on interstate e-commerce sales. For decades, states had been prohibited from collecting sales taxes on residents’ transactions when were...
Read More

Cabot Small Cap Confidential 236

THE BIG IDEA Fortunately, most people don’t ever have to think too seriously about donating an organ, or receiving an organ transplant. Perhaps they ponder it for a few moments when getting a new driver’s license. But that’s often as far as the thought goes...
Read More

Cabot Small Cap Confidential 235

THE BIG IDEA Let’s talk proteins. Proteins are the large, complex molecules that do the lion’s share of the work in your cells and are essential for all living organisms. They’re made up of hundreds of thousands of amino acids, smaller units that are attached long,...
Read More

Cabot Small Cap Confidential 234

THE BIG IDEA A lot of attention is given to the companies that develop blockbuster drugs. Far less attention is paid to those that make the sophisticated manufacturing equipment that allow drugs to be developed, made for clinical trials, then produced at scale when approved. These...
Read More

Cabot Small Cap Confidential 233

THE BIG IDEA Read slowly. This will take some time to digest. We are on the verge of a renaissance in the industrial manufacturing industry that will forever change how products are designed, built and introduced to market. This renaissance is being driven by the same that...
Read More

Cabot Small Cap Confidential 231

THE BIG IDEA The size of the market for electronic business-to-business (B2B) payments is hard to wrap your mind around. In the U.S. alone, it’s estimated that current B2B payment volume tops $20 trillion. That’s a lot of Benjamins exchanging hands. Even in such a big there’s...
Read More

Cabot Small Cap Confidential 230

THE BIG IDEA The year was 1956. Peter Pappas, originally from Cyprus, had recently returned to New York City after fighting in the Korean War. Sensing a need for food deliveries to local restaurants, Mr. Pappas teamed up with his cousin and founded the Butter...
Read More

Cabot Small Cap Confidential 229

THE BIG IDEA Warby Parker launched in 2010 selling eyeglasses online. With prices starting at just $95, its glasses have always been a lot less expensive than many alternatives out there, especially for buyers used to going through traditional eyeglass channels. The business came about its...
Read More