• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 13.2X Cap: $784M
  • View CTLP Profile
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• Genius Sports Limited (GENI $10.77)
  • $10.77 Cap: $2.58B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $21.22)
  • $21.22 Cap: $879M
  • 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 $75.82)
  • $75.82 P/E (TTM): 65.87X Cap: $2.79B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $65.10)
  • $65.10 P/E (TTM): 30.41X Cap: $5.76B
  • View FOUR Profile
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• Applovin Corporation (APP $727.50)
  • $727.50 P/E (TTM): 88.37X Cap: $245.86B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $239.73)
  • $239.73 P/E (TTM): 20.97X Cap: $64.64B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 13.2X Cap: $784M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $120.44)
  • $120.44 P/E (TTM): 50.1X Cap: $108.29B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $91.13)
  • $91.13 Cap: $21.69B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $82.64)
  • $82.64 Cap: $19.45B
  • 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 $5.64)
  • $5.64 Cap: $131M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.50)
  • $160.50 P/E (TTM): 23.74X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.87)
  • $4.87 Cap: $464M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $75.82)
  • $75.82 P/E (TTM): 65.87X Cap: $2.79B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $33.37)
  • $33.37 Cap: $13.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $65.10)
  • $65.10 P/E (TTM): 30.41X Cap: $5.76B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $194.17)
  • $194.17 P/E (TTM): 462.21X Cap: $462.79B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $727.50)
  • $727.50 P/E (TTM): 88.37X Cap: $245.86B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.64)
  • $10.64 P/E (TTM): 13.2X Cap: $784M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $10.77)
  • $10.77 Cap: $2.58B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $23.11)
  • $23.11 Cap: $6.92B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $13.93)
  • $13.93 P/E (TTM): 18.61X Cap: $761M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $58.30)
  • $58.30 Cap: $34.87B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $91.13)
  • $91.13 Cap: $21.69B
  • 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