• Cantaloupe Inc. (CTLP $10.63)
  • $10.63 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
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• Genius Sports Limited (GENI $4.60)
  • $4.60 Cap: $1.16B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $27.03)
  • $27.03 Cap: $999M
  • 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 $41.19)
  • $41.19 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $48.86)
  • $48.86 P/E (TTM): 62.99X Cap: $4.26B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $436.69)
  • $436.69 P/E (TTM): 47.07X Cap: $147.28B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $181.10)
  • $181.10 P/E (TTM): 45.08X Cap: $47.80B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.63)
  • $10.63 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $72.54)
  • $72.54 P/E (TTM): 35.53X Cap: $62.19B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $115.09)
  • $115.09 Cap: $27.40B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $103.86)
  • $103.86 Cap: $25.63B
  • 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 $3.65)
  • $3.65 Cap: $85M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.76)
  • $194.76 P/E (TTM): 28.39X Cap: $2.31B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $3.51)
  • $3.51 Cap: $336M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $41.19)
  • $41.19 P/E (TTM): 42.68X Cap: $1.50B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $48.86)
  • $48.86 P/E (TTM): 62.99X Cap: $4.26B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $154.96)
  • $154.96 P/E (TTM): 255.3X Cap: $370.45B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $436.69)
  • $436.69 P/E (TTM): 47.07X Cap: $147.28B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.63)
  • $10.63 P/E (TTM): 14.56X Cap: $783M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.60)
  • $4.60 Cap: $1.16B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $18.51)
  • $18.51 Cap: $5.77B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $7.64)
  • $7.64 P/E (TTM): 10.87X Cap: $432M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $53.36)
  • $53.36 Cap: $32.13B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $115.09)
  • $115.09 Cap: $27.40B
  • 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