• Cantaloupe Inc. (CTLP $10.57)
  • $10.57 P/E (TTM): 13.17X Cap: $779M
  • View CTLP Profile
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• Genius Sports Limited (GENI $11.23)
  • $11.23 Cap: $2.69B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $19.25)
  • $19.25 Cap: $687M
  • 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 $75.30)
  • $75.30 P/E (TTM): 66.64X Cap: $2.77B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $69.36)
  • $69.36 P/E (TTM): 33.23X Cap: $6.14B
  • View FOUR Profile
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• Applovin Corporation (APP $683.78)
  • $683.78 P/E (TTM): 80.34X Cap: $231.08B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $274.05)
  • $274.05 P/E (TTM): 23.96X Cap: $73.89B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.57)
  • $10.57 P/E (TTM): 13.17X Cap: $779M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $137.08)
  • $137.08 P/E (TTM): 52.48X Cap: $123.26B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $102.80)
  • $102.80 Cap: $24.47B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $87.46)
  • $87.46 Cap: $20.59B
  • 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 $5.42)
  • $5.42 Cap: $126M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.42)
  • $172.42 P/E (TTM): 25.08X Cap: $2.05B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.72)
  • $4.72 Cap: $449M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $75.30)
  • $75.30 P/E (TTM): 66.64X Cap: $2.77B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $38.49)
  • $38.49 Cap: $14.74B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $69.36)
  • $69.36 P/E (TTM): 33.23X Cap: $6.14B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $177.92)
  • $177.92 P/E (TTM): 586.93X Cap: $424.06B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $683.78)
  • $683.78 P/E (TTM): 80.34X Cap: $231.08B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.57)
  • $10.57 P/E (TTM): 13.17X Cap: $779M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $11.23)
  • $11.23 Cap: $2.69B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $22.81)
  • $22.81 Cap: $6.83B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $16.25)
  • $16.25 P/E (TTM): 19.89X Cap: $890M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $60.48)
  • $60.48 Cap: $36.18B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $102.80)
  • $102.80 Cap: $24.47B
  • 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