• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Global Payments Inc. (GPN)
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• kneat.com inc. (KSI)
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• Vitalhub Corp. (VHI)
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• Vertiv Holdings LLC Class A (VRT)
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• Shift4 Payments Inc. Class A (FOUR)
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• Symbotic Inc. (SYM)
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• Nebius Group N.V. (NBIS)
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Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 3

Read Answer Asked by Andrew on April 14, 2025

• Goosehead Insurance Inc. (GSHD)
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• Shift4 Payments Inc. Class A (FOUR)
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• Cantaloupe Inc. (CTLP)
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• Symbotic Inc. (SYM)
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Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Upvote 3

Read Answer Asked by Andrew on March 24, 2025

• Goosehead Insurance Inc. (GSHD)
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• Freshworks Inc. (FRSH)
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• MicroStrategy Incorporated (MSTR)
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• Shift4 Payments Inc. Class A (FOUR)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• Applovin Corporation (APP)
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• Cantaloupe Inc. (CTLP)
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• Cellebrite DI Ltd. (CLBT)
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• Symbotic Inc. (SYM)
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• Nebius Group N.V. (NBIS)
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• UFP Technologies Inc. (UFPT)
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Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Upvote 12

Read Answer Asked by Andrew on March 17, 2025