• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 12.56X Cap: $789M
  • View CTLP Profile
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• Genius Sports Limited (GENI $12.27)
  • $12.27 Cap: $2.99B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $18.58)
  • $18.58 Cap: $698M
  • 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 $80.64)
  • $80.64 P/E (TTM): 70.76X Cap: $3.04B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $86.32)
  • $86.32 P/E (TTM): 48.29X Cap: $7.60B
  • View FOUR Profile
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• Applovin Corporation (APP $603.80)
  • $603.80 P/E (TTM): 82.79X Cap: $200.62B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $327.91)
  • $327.91 P/E (TTM): 31.24X Cap: $84.02B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 12.56X Cap: $789M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $117.38)
  • $117.38 P/E (TTM): 58.69X Cap: $101.33B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $89.43)
  • $89.43 Cap: $21.65B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $134.81)
  • $134.81 Cap: $30.75B
  • 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 $7.55)
  • $7.55 Cap: $177M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.73)
  • $113.73 P/E (TTM): 16.94X Cap: $1.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $5.50)
  • $5.50 Cap: $523M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $80.64)
  • $80.64 P/E (TTM): 70.76X Cap: $3.04B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $43.78)
  • $43.78 Cap: $15.95B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $86.32)
  • $86.32 P/E (TTM): 48.29X Cap: $7.60B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $170.26)
  • $170.26 P/E (TTM): 571.43X Cap: $406.16B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $603.80)
  • $603.80 P/E (TTM): 82.79X Cap: $200.62B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.85)
  • $10.85 P/E (TTM): 12.56X Cap: $789M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $12.27)
  • $12.27 Cap: $2.99B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $30.24)
  • $30.24 Cap: $8.96B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $18.05)
  • $18.05 P/E (TTM): 22.65X Cap: $1.01B
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $51.61)
  • $51.61 Cap: $30.34B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $89.43)
  • $89.43 Cap: $21.65B
  • 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