• Cantaloupe Inc. (CTLP $10.84)
  • $10.84 P/E (TTM): 12.59X Cap: $789M
  • View CTLP Profile
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• Genius Sports Limited (GENI $12.28)
  • $12.28 Cap: $2.94B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $19.16)
  • $19.16 Cap: $658M
  • 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 $80.79)
  • $80.79 P/E (TTM): 69.85X Cap: $3.04B
  • View GSHD Profile
  • View Questions on GSHD
• Shift4 Payments Inc. Class A (FOUR $86.82)
  • $86.82 P/E (TTM): 47.49X Cap: $7.63B
  • View FOUR Profile
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• Applovin Corporation (APP $606.66)
  • $606.66 P/E (TTM): 84.37X Cap: $204.23B
  • View APP Profile
  • View Questions on APP
• Coinbase Global Inc (COIN $320.56)
  • $320.56 P/E (TTM): 31.63X Cap: $84.25B
  • View COIN Profile
  • View Questions on COIN
• Cantaloupe Inc. (CTLP $10.84)
  • $10.84 P/E (TTM): 12.59X Cap: $789M
  • View CTLP Profile
  • View Questions on CTLP
• Robinhood Markets Inc. (HOOD $118.64)
  • $118.64 P/E (TTM): 58.59X Cap: $103.58B
  • View HOOD Profile
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• Nebius Group N.V. (NBIS $94.08)
  • $94.08 Cap: $21.29B
  • View NBIS Profile
  • View Questions on NBIS
• Circle Internet Group Inc. Class A (CRCL $131.04)
  • $131.04 Cap: $30.92B
  • 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 $7.57)
  • $7.57 Cap: $176M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $116.34)
  • $116.34 P/E (TTM): 17.1X Cap: $1.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $5.50)
  • $5.50 Cap: $522M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Goosehead Insurance Inc. (GSHD $80.79)
  • $80.79 P/E (TTM): 69.85X Cap: $3.04B
  • View GSHD Profile
  • View Questions on GSHD
• Galaxy Digital Inc. Class A common stock (GLXY $45.47)
  • $45.47 Cap: $16.47B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Shift4 Payments Inc. Class A (FOUR $86.82)
  • $86.82 P/E (TTM): 47.49X Cap: $7.63B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $168.33)
  • $168.33 P/E (TTM): 570.7X Cap: $403.91B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $606.66)
  • $606.66 P/E (TTM): 84.37X Cap: $204.23B
  • View APP Profile
  • View Questions on APP
• Cantaloupe Inc. (CTLP $10.84)
  • $10.84 P/E (TTM): 12.59X Cap: $789M
  • View CTLP Profile
  • View Questions on CTLP
• Genius Sports Limited (GENI $12.28)
  • $12.28 Cap: $2.94B
  • View GENI Profile
  • View Questions on GENI
• Sportradar Group AG (SRAD $28.93)
  • $28.93 Cap: $9.05B
  • View SRAD Profile
  • View Questions on SRAD
• D2L Inc. Subordinate Voting Shares (DTOL $18.20)
  • $18.20 P/E (TTM): 23.4X Cap: $989M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Symbotic Inc. (SYM $49.18)
  • $49.18 Cap: $30.47B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $94.08)
  • $94.08 Cap: $21.29B
  • 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