• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 13.55X Cap: $799M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $9.90)
  • $9.90 Cap: $2.44B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $27.65)
  • $27.65 Cap: $1.14B
  • 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 $71.27)
  • $71.27 P/E (TTM): 62.75X Cap: $2.62B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $67.11)
  • $67.11 P/E (TTM): 30.81X Cap: $5.80B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $617.76)
  • $617.76 P/E (TTM): 79.9X Cap: $208.77B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $255.86)
  • $255.86 P/E (TTM): 21.02X Cap: $68.13B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 13.55X Cap: $799M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $119.67)
  • $119.67 P/E (TTM): 48.97X Cap: $108.11B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $101.98)
  • $101.98 Cap: $24.28B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $84.80)
  • $84.80 Cap: $19.65B
  • 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 $5.66)
  • $5.66 Cap: $134M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.91)
  • $161.91 P/E (TTM): 24.21X Cap: $1.98B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.84)
  • $4.84 Cap: $461M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $71.27)
  • $71.27 P/E (TTM): 62.75X Cap: $2.62B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $39.12)
  • $39.12 Cap: $15.28B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $67.11)
  • $67.11 P/E (TTM): 30.81X Cap: $5.80B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $178.40)
  • $178.40 P/E (TTM): 427.17X Cap: $425.20B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $617.76)
  • $617.76 P/E (TTM): 79.9X Cap: $208.77B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 13.55X Cap: $799M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $9.90)
  • $9.90 Cap: $2.44B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $19.85)
  • $19.85 Cap: $5.98B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $12.85)
  • $12.85 P/E (TTM): 17.64X Cap: $718M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $68.01)
  • $68.01 Cap: $41.68B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $101.98)
  • $101.98 Cap: $24.28B
  • 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