• Cantaloupe Inc. (CTLP $10.83)
  • $10.83 P/E (TTM): 14.85X Cap: $799M
  • View CTLP Profile
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• Genius Sports Limited (GENI $4.77)
  • $4.77 Cap: $1.22B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $39.00)
  • $39.00 Cap: $1.44B
  • 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 $43.25)
  • $43.25 P/E (TTM): 39.62X Cap: $1.53B
  • View GSHD Profile
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• Shift4 Payments Inc. Class A (FOUR $48.45)
  • $48.45 P/E (TTM): 68.68X Cap: $3.90B
  • View FOUR Profile
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• Applovin Corporation (APP $466.09)
  • $466.09 P/E (TTM): 47.65X Cap: $156.74B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $199.83)
  • $199.83 P/E (TTM): 44.02X Cap: $52.76B
  • View COIN Profile
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• Cantaloupe Inc. (CTLP $10.83)
  • $10.83 P/E (TTM): 14.85X Cap: $799M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $86.85)
  • $86.85 P/E (TTM): 42.8X Cap: $78.19B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $165.34)
  • $165.34 Cap: $39.36B
  • View NBIS Profile
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• Circle Internet Group Inc. Class A (CRCL $107.46)
  • $107.46 Cap: $26.08B
  • 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 $3.87)
  • $3.87 Cap: $90M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $219.17)
  • $219.17 P/E (TTM): 36.21X Cap: $2.60B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.24)
  • $4.24 Cap: $406M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $43.25)
  • $43.25 P/E (TTM): 39.62X Cap: $1.53B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $48.45)
  • $48.45 P/E (TTM): 68.68X Cap: $3.90B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $142.76)
  • $142.76 P/E (TTM): 225.63X Cap: $341.29B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $466.09)
  • $466.09 P/E (TTM): 47.65X Cap: $156.74B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.83)
  • $10.83 P/E (TTM): 14.85X Cap: $799M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.77)
  • $4.77 Cap: $1.22B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $18.02)
  • $18.02 Cap: $5.61B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $9.08)
  • $9.08 P/E (TTM): 36.98X Cap: $493M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $60.56)
  • $60.56 Cap: $35.37B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $165.34)
  • $165.34 Cap: $39.36B
  • 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