First stock in the clip; he and his family also own it personally. GLTA
https://www.bnnbloomberg.ca/video/jason-donville-s-top-picks~2935039
VerticalScope Holdings (FORA-TSX) VerticalScope owns and operates a portfolio of online forums that have over 113 million active users. The company is highly profitable and is able to re-invest those profits by acquiring less well-run forums and transitioning them to their tech stack and optimizing their revenue. With the growth in AI, VerticalScope’s most valuable asset is their data, with over 2 billion user-created posts. Similar to Reddit, we expect VerticalScope to sign data licensing agreements with the leading LLMs. TOP PICK
VerticalScope Holdings(FORA-T)
05/06/2024
Manages online communities. Most of those communities have a chat section, and ChatGPT can be used to provide curated information. The Reddit of Canada, 1/8 the size. Trades at 5.5x earnings, a $9 stock. Multiple expansion could easily take it to $25. Sitting on a potential goldmine. No dividend.
Big, bright future. In his opinion, Reddit isn't of as high a quality, so FORA isn't really competing with the much larger RDDT.
(Analysts’ price target is $13.06)
Jason Donville
$10.440
Owned