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Goosehead Insurance Inc. (GSHD $71.00)
- $71.00 P/E (TTM): 66.99X Cap: $2.61B
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AAON Inc. (AAON $73.49)
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CECO Environmental Corp. (CECO $56.57)
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Goosehead Insurance Inc. (GSHD $71.00)
- $71.00 P/E (TTM): 66.99X Cap: $2.61B
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Karman Holdings Inc. (KRMN $64.94)
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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 $71.00)
- $71.00 P/E (TTM): 66.99X Cap: $2.61B
- View GSHD Profile
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Shift4 Payments Inc. Class A (FOUR $64.53)
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Applovin Corporation (APP $657.13)
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Coinbase Global Inc (COIN $244.19)
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Cantaloupe Inc. (CTLP $10.59)
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Robinhood Markets Inc. (HOOD $115.80)
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Nebius Group N.V. (NBIS $75.45)
- $75.45 Cap: $19.27B
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Circle Internet Group Inc. Class A (CRCL $79.20)
- $79.20 Cap: $18.64B
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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 $5.67)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.00)
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kneat.com inc. (KSI $4.73)
- $4.73 Cap: $407M
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Goosehead Insurance Inc. (GSHD $71.00)
- $71.00 P/E (TTM): 66.99X Cap: $2.61B
- View GSHD Profile
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Galaxy Digital Inc. Class A common stock (GLXY $31.45)
- $31.45 Cap: $12.28B
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Shift4 Payments Inc. Class A (FOUR $64.53)
- $64.53 P/E (TTM): 30.81X Cap: $5.71B
- View FOUR Profile
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Palantir Technologies Inc. (PLTR $177.29)
- $177.29 P/E (TTM): 610.83X Cap: $447.49B
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Applovin Corporation (APP $657.13)
- $657.13 P/E (TTM): 81.91X Cap: $228.89B
- View APP Profile
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Cantaloupe Inc. (CTLP $10.59)
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Genius Sports Limited (GENI $10.68)
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Sportradar Group AG (SRAD $22.60)
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D2L Inc. Subordinate Voting Shares (DTOL $14.15)
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Symbotic Inc. (SYM $55.99)
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Nebius Group N.V. (NBIS $75.45)
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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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