• Cantaloupe Inc. (CTLP $10.49)
  • $10.49 P/E (TTM): 14.07X Cap: $769M
  • View CTLP Profile
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• Genius Sports Limited (GENI $6.37)
  • $6.37 Cap: $1.52B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $21.61)
  • $21.61 Cap: $895M
  • 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 $55.33)
  • $55.33 P/E (TTM): 44.06X Cap: $2.02B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $46.94)
  • $46.94 P/E (TTM): 26.98X Cap: $4.15B
  • View FOUR Profile
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• Applovin Corporation (APP $432.98)
  • $432.98 P/E (TTM): 19.51X Cap: $146.03B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $185.24)
  • $185.24 P/E (TTM): 36.01X Cap: $48.91B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.49)
  • $10.49 P/E (TTM): 14.07X Cap: $769M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $78.78)
  • $78.78 P/E (TTM): 29.91X Cap: $70.92B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $91.01)
  • $91.01 Cap: $21.67B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $96.14)
  • $96.14 Cap: $22.63B
  • 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 $3.67)
  • $3.67 Cap: $85M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.45)
  • $199.45 P/E (TTM): 30.07X Cap: $2.37B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $3.98)
  • $3.98 Cap: $381M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $55.33)
  • $55.33 P/E (TTM): 44.06X Cap: $2.02B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $29.70)
  • $29.70 Cap: $11.60B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $46.94)
  • $46.94 P/E (TTM): 26.98X Cap: $4.15B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $145.17)
  • $145.17 P/E (TTM): 207.3X Cap: $347.05B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $432.98)
  • $432.98 P/E (TTM): 19.51X Cap: $146.03B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.49)
  • $10.49 P/E (TTM): 14.07X Cap: $769M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $6.37)
  • $6.37 Cap: $1.52B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $19.58)
  • $19.58 Cap: $5.86B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $9.80)
  • $9.80 P/E (TTM): 13.46X Cap: $535M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $54.21)
  • $54.21 Cap: $32.64B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $91.01)
  • $91.01 Cap: $21.67B
  • 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