• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 12.33X Cap: $782M
  • View CTLP Profile
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• Genius Sports Limited (GENI $11.83)
  • $11.83 Cap: $2.83B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $30.07)
  • $30.07 Cap: $1.06B
  • 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 $68.61)
  • $68.61 P/E (TTM): 58.61X Cap: $2.70B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $79.50)
  • $79.50 P/E (TTM): 43.15X Cap: $7.03B
  • View FOUR Profile
  • View Questions on FOUR
• Applovin Corporation (APP $629.70)
  • $629.70 P/E (TTM): 83.5X Cap: $212.99B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $387.27)
  • $387.27 P/E (TTM): 37.34X Cap: $96.55B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 12.33X Cap: $782M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $150.87)
  • $150.87 P/E (TTM): 73.6X Cap: $127.95B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $122.00)
  • $122.00 Cap: $29.04B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $150.46)
  • $150.46 Cap: $34.51B
  • 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 $6.16)
  • $6.16 Cap: $144M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
  • $132.78 P/E (TTM): 20.16X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $6.08)
  • $6.08 Cap: $577M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $68.61)
  • $68.61 P/E (TTM): 58.61X Cap: $2.70B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $57.78)
  • $57.78 Cap: $21.74B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $79.50)
  • $79.50 P/E (TTM): 43.15X Cap: $7.03B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 598.43X Cap: $435.46B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $629.70)
  • $629.70 P/E (TTM): 83.5X Cap: $212.99B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.66)
  • $10.66 P/E (TTM): 12.33X Cap: $782M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $11.83)
  • $11.83 Cap: $2.83B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $25.51)
  • $25.51 Cap: $7.63B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $18.46)
  • $18.46 P/E (TTM): 23.93X Cap: $1.01B
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $68.83)
  • $68.83 Cap: $40.64B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $122.00)
  • $122.00 Cap: $29.04B
  • 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