• Cantaloupe Inc. (CTLP $10.55)
  • $10.55 P/E (TTM): 13.49X Cap: $792M
  • View CTLP Profile
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• Genius Sports Limited (GENI $8.32)
  • $8.32 Cap: $1.97B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $21.73)
  • $21.73 Cap: $982M
  • 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 $63.62)
  • $63.62 P/E (TTM): 52.78X Cap: $2.22B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $55.69)
  • $55.69 P/E (TTM): 27.46X Cap: $4.79B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $405.13)
  • $405.13 P/E (TTM): 58.6X Cap: $156.06B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $170.23)
  • $170.23 P/E (TTM): 16.28X Cap: $48.44B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.55)
  • $10.55 P/E (TTM): 13.49X Cap: $792M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $81.76)
  • $81.76 P/E (TTM): 37.46X Cap: $78.29B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $81.69)
  • $81.69 Cap: $21.41B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $54.44)
  • $54.44 Cap: $13.22B
  • 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 $3.76)
  • $3.76 Cap: $87M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.79)
  • $183.79 P/E (TTM): 27.18X Cap: $2.27B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.21)
  • $4.21 Cap: $414M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $63.62)
  • $63.62 P/E (TTM): 52.78X Cap: $2.22B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $28.42)
  • $28.42 Cap: $11.71B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $55.69)
  • $55.69 P/E (TTM): 27.46X Cap: $4.79B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $142.08)
  • $142.08 P/E (TTM): 351.81X Cap: $376.29B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $405.13)
  • $405.13 P/E (TTM): 58.6X Cap: $156.06B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.55)
  • $10.55 P/E (TTM): 13.49X Cap: $792M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $8.32)
  • $8.32 Cap: $1.97B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $18.08)
  • $18.08 Cap: $5.42B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $10.90)
  • $10.90 P/E (TTM): 14.61X Cap: $590M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $54.28)
  • $54.28 Cap: $33.65B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $81.69)
  • $81.69 Cap: $21.41B
  • 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