• Cantaloupe Inc. (CTLP $11.07)
  • $11.07 P/E (TTM): 14.01X Cap: $808M
  • View CTLP Profile
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• Genius Sports Limited (GENI $12.08)
  • $12.08 Cap: $2.89B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $20.57)
  • $20.57 Cap: $651M
  • 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 $88.65)
  • $88.65 P/E (TTM): 75.19X Cap: $3.32B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $102.20)
  • $102.20 P/E (TTM): 34.44X Cap: $8.91B
  • View FOUR Profile
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• Applovin Corporation (APP $395.01)
  • $395.01 P/E (TTM): 68.59X Cap: $133.66B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $318.17)
  • $318.17 P/E (TTM): 59.0X Cap: $81.75B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $11.07)
  • $11.07 P/E (TTM): 14.01X Cap: $808M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $106.37)
  • $106.37 P/E (TTM): 57.09X Cap: $93.86B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $164.82)
  • $164.82 Cap: $36.34B
  • 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 9

Read Answer Asked by Andrew on July 14, 2025

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $5.63)
  • $5.63 Cap: $528M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $88.65)
  • $88.65 P/E (TTM): 75.19X Cap: $3.32B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $102.20)
  • $102.20 P/E (TTM): 34.44X Cap: $8.91B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $160.66)
  • $160.66 P/E (TTM): 670.74X Cap: $379.14B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $395.01)
  • $395.01 P/E (TTM): 68.59X Cap: $133.66B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $11.07)
  • $11.07 P/E (TTM): 14.01X Cap: $808M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $12.08)
  • $12.08 Cap: $2.89B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $29.53)
  • $29.53 Cap: $8.84B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $15.83)
  • $15.83 P/E (TTM): 22.66X Cap: $867M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $56.57)
  • $56.57 Cap: $33.35B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
  • 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 21

Read Answer Asked by Andrew on May 13, 2025