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Intapp Inc. (INTA $40.57)
- $40.57 Cap: $3.40B
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Intapp Inc. (INTA $40.57)
- $40.57 Cap: $3.40B
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Q: Give me the deep dive on INTA.
Many thanks!
Many thanks!
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CECO Environmental Corp. (CECO $50.75)
- $50.75 P/E (TTM): 34.19X Cap: $1.80B
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Genius Sports Limited (GENI $8.76)
- $8.76 Cap: $2.10B
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Intapp Inc. (INTA $40.57)
- $40.57 Cap: $3.40B
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Sportradar Group AG (SRAD $21.70)
- $21.70 Cap: $6.49B
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IREN Limited (IREN $45.83)
- $45.83 P/E (TTM): 45.23X Cap: $12.99B
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Limbach Holdings Inc. (LMB $68.17)
- $68.17 P/E (TTM): 22.67X Cap: $826M
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Q: Can you provide a few small to mid cap US stocks that you have high conviction for?
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NVIDIA Corporation (NVDA $186.52)
- $186.52 P/E (TTM): 51.67X Cap: $4.53T
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Seagate Technology Holdings PLC (STX $259.14)
- $259.14 P/E (TTM): 32.71X Cap: $55.34B
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Salesforce Inc. (CRM $227.88)
- $227.88 P/E (TTM): 33.94X Cap: $216.94B
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Celestica Inc. (CLS $439.81)
- $439.81 P/E (TTM): 49.61X Cap: $50.59B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.36)
- $205.36 P/E (TTM): 78.69X Cap: $267.23B
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Coherent Corp. (COHR $142.94)
- $142.94 Cap: $22.46B
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CrowdStrike Holdings Inc. (CRWD $520.59)
- $520.59 Cap: $130.64B
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VanEck Vectors Semiconductor ETF (SMH $339.44)
- $339.44 P/E (TTM): 34.16X Cap: $35.21B
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Vertiv Holdings LLC Class A (VRT $170.65)
- $170.65 P/E (TTM): 62.21X Cap: $65.16B
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Intapp Inc. (INTA $40.57)
- $40.57 Cap: $3.40B
- View INTA Profile
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Credo Technology Group Holding Ltd (CRDO $141.88)
- $141.88 P/E (TTM): 202.26X Cap: $24.54B
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Nebius Group N.V. (NBIS $95.07)
- $95.07 Cap: $22.63B
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
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