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Goosehead Insurance Inc. (GSHD $75.15)
- $75.15 P/E (TTM): 64.43X Cap: $2.70B
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AAON Inc. (AAON $75.91)
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CECO Environmental Corp. (CECO $60.48)
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Goosehead Insurance Inc. (GSHD $75.15)
- $75.15 P/E (TTM): 64.43X Cap: $2.70B
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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 $75.15)
- $75.15 P/E (TTM): 64.43X Cap: $2.70B
- View GSHD Profile
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Shift4 Payments Inc. Class A (FOUR $66.00)
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Applovin Corporation (APP $732.40)
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Coinbase Global Inc (COIN $249.30)
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Cantaloupe Inc. (CTLP $10.61)
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Robinhood Markets Inc. (HOOD $122.30)
- $122.30 P/E (TTM): 50.56X Cap: $109.11B
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Nebius Group N.V. (NBIS $93.14)
- $93.14 Cap: $21.30B
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Circle Internet Group Inc. Class A (CRCL $87.13)
- $87.13 Cap: $20.28B
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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 $5.54)
- $5.54 Cap: $131M
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.00)
- $163.00 P/E (TTM): 24.28X Cap: $1.95B
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kneat.com inc. (KSI $4.75)
- $4.75 Cap: $464M
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Goosehead Insurance Inc. (GSHD $75.15)
- $75.15 P/E (TTM): 64.43X Cap: $2.70B
- View GSHD Profile
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Galaxy Digital Inc. Class A common stock (GLXY $34.08)
- $34.08 Cap: $12.98B
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Shift4 Payments Inc. Class A (FOUR $66.00)
- $66.00 P/E (TTM): 30.08X Cap: $5.67B
- View FOUR Profile
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Palantir Technologies Inc. (PLTR $193.38)
- $193.38 P/E (TTM): 460.43X Cap: $460.90B
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Applovin Corporation (APP $732.40)
- $732.40 P/E (TTM): 87.51X Cap: $243.79B
- View APP Profile
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Cantaloupe Inc. (CTLP $10.61)
- $10.61 P/E (TTM): 13.24X Cap: $780M
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Genius Sports Limited (GENI $10.86)
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Sportradar Group AG (SRAD $23.05)
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D2L Inc. Subordinate Voting Shares (DTOL $14.48)
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Symbotic Inc. (SYM $59.44)
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Nebius Group N.V. (NBIS $93.14)
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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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