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Monolithic Power Systems Inc. (MPWR $1,053.01)
- $1,053.01 P/E (TTM): 83.76X Cap: $51.72B
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Amphenol Corporation (APH $123.62)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
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Monolithic Power Systems Inc. (MPWR $1,053.01)
- $1,053.01 P/E (TTM): 83.76X Cap: $51.72B
- View MPWR Profile
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EnerSys (ENS $171.37)
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Q: Hi,
Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
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WSP Global Inc. (WSP $212.73)
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goeasy Ltd. (GSY $36.42)
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Teradyne Inc. (TER $295.61)
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Monolithic Power Systems Inc. (MPWR $1,053.01)
- $1,053.01 P/E (TTM): 83.76X Cap: $51.72B
- View MPWR Profile
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HIVE Digital Technologies Ltd. (HIVE $2.55)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Tantalus Systems Holding Inc. (GRID $4.44)
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Telesat Corporation Common and Variable Voting Shares (TSAT $51.17)
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Ouster Inc. (OUST $17.66)
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Firefly Aerospace Inc. (FLY $23.71)
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Q: Hello Team, Can you please rank the above companies in order of what you think will give the best returns over the next couple of years. Thanks.
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Firan Technology Group Corporation (FTG $17.39)
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Teradyne Inc. (TER $295.61)
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- View TER Profile
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Monolithic Power Systems Inc. (MPWR $1,053.01)
- $1,053.01 P/E (TTM): 83.76X Cap: $51.72B
- View MPWR Profile
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kneat.com inc. (KSI $3.30)
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Vitalhub Corp. (VHI $6.95)
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nVent Electric plc (NVT $116.98)
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Ondas Inc (ONDS $8.80)
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Genius Sports Limited (GENI $4.33)
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Cellebrite DI Ltd. (CLBT $12.95)
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Sezzle Inc. (SEZL $61.58)
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Karman Holdings Inc. (KRMN $84.07)
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Voyager Technologies Inc. Class A (VOYG $22.79)
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Ouster Inc. (OUST $17.66)
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Q: Hello Team,
Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.
Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.
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