A quick reminder that Cabot will be closed tomorrow and Friday for Thanksgiving. I hope you have a great holiday and enjoy a break from the market.
As far as our portfolio goes there is very little that’s changed since last week. Given that, and my youngest boy’s 8th birthday today, I’m going to sign off for the week and spend a little extra time with the family.
We’re in Vermont and there are a few inches of fresh snow, so we’re headed to the ski lifts to have a little fun.
The next Cabot Small-Cap Confidential issue is scheduled for
December 7, 2023.