Post by
Possibleidiot01 on May 27, 2024 3:45pm
Donville Kent April newsletter
https://donvillekent.com/wp-content/uploads/2024/05/DKAM-ROE-Reporter-Final-April-2024.pdf
7ROE REPORTER | DKAM
• VitalHub (VHI)
o We have owned and written about VHI for years. They continue to
execute as planned and recently completed an equity raise. This
company is in a similar situation to where Constellation Software
was years ago. Investors and analysts wouldn’t give the company
credit for future acquisitions even though the business had done
many very successful acquisitions, has a lot of capital on the balance
sheet specifically for acquisitions, and says they are going to do a
handful of acquisitions this year.
o Forecasting what we think they will deploy this year, plus the pace
of their margin improvement, it appears like they will have double
the earnings growth than most expect 7 . We think this stock could
double again in very short order.
Comment by
goldenticketguy on May 27, 2024 9:02pm
"We think this stock could double again in very short order." Excellent & precisely what I had said in my last post. GLA As we pause for the cause here, I'm excited for Dan's next move/acquisition. Gold
Comment by
retiredcf on May 31, 2024 12:54pm
Coincidently, BNN just announced that Jason Donville will be back on Market Call next Wed. GLTA
Comment by
retiredcf on Jun 05, 2024 9:39am
Hard to believe that anyone would be selling this morning given that Donville will likely be dealing with VHI today as a past pick. GLTA