• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.19X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $6.09)
  • $6.09 Cap: $1.48B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $22.85)
  • $22.85 Cap: $947M
  • View BKSY Profile
  • View Questions on BKSY

Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Upvote 2

Read Answer Asked by dan on July 22, 2025

• Goosehead Insurance Inc. (GSHD $66.17)
  • $66.17 P/E (TTM): 57.01X Cap: $2.35B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.33X Cap: $5.14B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $406.72)
  • $406.72 P/E (TTM): 45.52X Cap: $137.45B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $165.12)
  • $165.12 P/E (TTM): 14.61X Cap: $44.52B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.19X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 33.59X Cap: $74.47B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $57.04)
  • $57.04 Cap: $11.82B
  • View CRCL Profile
  • View Questions on CRCL

Q: How would you rank the listed companies for new money today in a growth oriented portfolio?

Upvote 10

Read Answer Asked by Andrew on July 14, 2025

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $91M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
  • $197.59 P/E (TTM): 27.79X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.21)
  • $4.21 Cap: $401M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $66.17)
  • $66.17 P/E (TTM): 57.01X Cap: $2.35B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $8.99B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.33X Cap: $5.14B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $406.72)
  • $406.72 P/E (TTM): 45.52X Cap: $137.45B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 13.19X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $6.09)
  • $6.09 Cap: $1.48B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $16.99)
  • $16.99 Cap: $5.10B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $11.10)
  • $11.10 P/E (TTM): 14.31X Cap: $606M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $59.74)
  • $59.74 Cap: $32.38B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
  • View Questions on DEFI

Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Upvote 22

Read Answer Asked by Andrew on May 13, 2025