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Goosehead Insurance Inc. (GSHD $74.52)
- $74.52 P/E (TTM): 63.7X Cap: $2.68B
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Goosehead Insurance Inc. (GSHD $74.52)
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Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"
Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"
Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?
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Goosehead Insurance Inc. (GSHD $74.52)
- $74.52 P/E (TTM): 63.7X Cap: $2.68B
- View GSHD Profile
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Shift4 Payments Inc. Class A (FOUR $65.59)
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Applovin Corporation (APP $632.92)
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Coinbase Global Inc (COIN $245.93)
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Cantaloupe Inc. (CTLP $10.72)
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Robinhood Markets Inc. (HOOD $116.97)
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Nebius Group N.V. (NBIS $96.21)
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Circle Internet Group Inc. Class A (CRCL $80.59)
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Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Sylogist Ltd. (SYZ $5.62)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $166.16)
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kneat.com inc. (KSI $5.05)
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Goosehead Insurance Inc. (GSHD $74.52)
- $74.52 P/E (TTM): 63.7X Cap: $2.68B
- View GSHD Profile
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Galaxy Digital Inc. Class A common stock (GLXY $35.40)
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Shift4 Payments Inc. Class A (FOUR $65.59)
- $65.59 P/E (TTM): 30.03X Cap: $5.83B
- View FOUR Profile
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Palantir Technologies Inc. (PLTR $181.68)
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Applovin Corporation (APP $632.92)
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Cantaloupe Inc. (CTLP $10.72)
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Genius Sports Limited (GENI $10.36)
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Sportradar Group AG (SRAD $21.06)
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D2L Inc. Subordinate Voting Shares (DTOL $13.64)
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Symbotic Inc. (SYM $69.62)
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Nebius Group N.V. (NBIS $96.21)
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DeFi Technologies Inc. (DEFI)
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!
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
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