• Cantaloupe Inc. (CTLP $10.87)
  • $10.87 P/E (TTM): 13.76X Cap: $794M
  • View CTLP Profile
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• Genius Sports Limited (GENI $13.04)
  • $13.04 Cap: $3.10B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $18.21)
  • $18.21 Cap: $621M
  • 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 $86.61)
  • $86.61 P/E (TTM): 78.5X Cap: $3.25B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $89.47)
  • $89.47 P/E (TTM): 50.35X Cap: $7.99B
  • View FOUR Profile
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• Applovin Corporation (APP $469.33)
  • $469.33 P/E (TTM): 62.83X Cap: $152.44B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $308.48)
  • $308.48 P/E (TTM): 30.94X Cap: $79.26B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.87)
  • $10.87 P/E (TTM): 13.76X Cap: $794M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $108.80)
  • $108.80 P/E (TTM): 55.78X Cap: $96.01B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $70.48)
  • $70.48 Cap: $16.67B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $129.05)
  • $129.05 Cap: $28.73B
  • 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 $7.72)
  • $7.72 Cap: $183M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $117.91)
  • $117.91 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $5.38)
  • $5.38 Cap: $511M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $86.61)
  • $86.61 P/E (TTM): 78.5X Cap: $3.25B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $34.22)
  • $34.22 Cap: $12.80B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $89.47)
  • $89.47 P/E (TTM): 50.35X Cap: $7.99B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $160.87)
  • $160.87 P/E (TTM): 529.13X Cap: $372.86B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $469.33)
  • $469.33 P/E (TTM): 62.83X Cap: $152.44B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.87)
  • $10.87 P/E (TTM): 13.76X Cap: $794M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $13.04)
  • $13.04 Cap: $3.10B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $31.79)
  • $31.79 Cap: $9.44B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $16.34)
  • $16.34 P/E (TTM): 23.53X Cap: $895M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $47.99)
  • $47.99 Cap: $27B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $70.48)
  • $70.48 Cap: $16.67B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
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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