Jason DonvilleI bought my initial position in Pivot after hearing Jason Donville talk about it on Market Call back in 2015. He then seemed to sour on the stock in 2016 when management tried to steal the company and never talked about it again. Then Donville disappeared from Market Call altogether. Looks like Pivot is a holding in Donville's Capital Ideas Fund again. Here is his description of the company in his latest DKAM ROE Reporter newsletter:
Pivot Technologies (TSX:PTG): Benefits from a new management team which has significantly cleaned up the business and shored up the balance sheet. Pivot is a player in the edge computing market which benefits from some of the strongest secular tailwinds in the sector. Investors also get a large dividend along the way.