Jason Donville - BNN - TOP PICK He's causing a spike with comments like this .
Vitalhub (VHI TSX)
When we first invested in Constellation software it was a $23 stock and $487-million market cap. Constellation was underfollowed, and the market didn’t see their ability to re-invest capital at high rates plus factoring in their long runway for tuck-in acquisitions. We see VitalHub in a similar position today. They are in a different market than Constellation, but VitalHub management has been executing at a very high level. Organic growth is high and reliable, margins continue to improve, free cash flow is strong, plus they are sitting on a lot of cash to continue their M&A strategy. The market cap is small at $240 mi
Owned