• Cantaloupe Inc. (CTLP $10.53)
  • $10.53 P/E (TTM): 14.37X Cap: $777M
  • View CTLP Profile
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• Genius Sports Limited (GENI $4.63)
  • $4.63 Cap: $1.16B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $25.11)
  • $25.11 Cap: $965M
  • 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 $42.45)
  • $42.45 P/E (TTM): 40.79X Cap: $1.55B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $42.42)
  • $42.42 P/E (TTM): 58.9X Cap: $3.34B
  • View FOUR Profile
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• Applovin Corporation (APP $462.17)
  • $462.17 P/E (TTM): 45.37X Cap: $149.20B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $201.13)
  • $201.13 P/E (TTM): 44.38X Cap: $52.15B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.53)
  • $10.53 P/E (TTM): 14.37X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $71.73)
  • $71.73 P/E (TTM): 34.75X Cap: $63.82B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $117.81)
  • $117.81 Cap: $28B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $126.34)
  • $126.34 Cap: $31.10B
  • 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 $3.85)
  • $3.85 Cap: $88M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.18)
  • $200.18 P/E (TTM): 29.24X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $3.43)
  • $3.43 Cap: $330M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $42.45)
  • $42.45 P/E (TTM): 40.79X Cap: $1.55B
  • 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 $42.42)
  • $42.42 P/E (TTM): 58.9X Cap: $3.34B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $158.76)
  • $158.76 P/E (TTM): 239.17X Cap: $360.22B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $462.17)
  • $462.17 P/E (TTM): 45.37X Cap: $149.20B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.53)
  • $10.53 P/E (TTM): 14.37X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $4.63)
  • $4.63 Cap: $1.16B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $19.57)
  • $19.57 Cap: $5.87B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $8.01)
  • $8.01 P/E (TTM): 10.68X Cap: $436M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $51.88)
  • $51.88 Cap: $30.18B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $117.81)
  • $117.81 Cap: $28B
  • 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