Donville Kent
Our archive holds 5 letters from Donville Kent, behind 15 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
Donville Kent’s own letters pageCompanies held · 6
Every company Donville Kent has disclosed a position in across our archive, with the letter that last mentioned it.
- Blue AntJun 2026
- Cipher PharmaceuticalsJun 2026
- EnterpriseJun 2026
- MDA SpaceJun 2026
- VitalHubJun 2026
- ZedcorJun 2026
Theses · 15
- June 2026
Zedcor provides mobile surveillance towers, with strong US growth, operating leverage, proprietary AI monitoring, and potential for much higher margins as scale builds.
Read the full thesis - June 2026
Blue Ant is a global media and streaming company with diversified IP, strong management, acquisition-driven synergy potential, and a low valuation despite improving earnings power.
Read the full thesis - June 2026
Enterprise is transitioning toward high-margin power generation and could rerate as its proprietary turbine fleet scales amid a favorable Canadian LNG backdrop.
Read the full thesis - June 2026
VitalHub provides software for healthcare and public sector clients, with improving margins, AI products, net cash, and a history of compounding cash earnings through organic growth and acquisitions.
Read the full thesis - June 2026
MDA Space is a satellite and space systems provider with a large pipeline, capacity expansion, and visible organic growth and earnings growth.
Read the full thesis - March 2026
Enterprise Group, Inc. is set to benefit from LNG ramp, gas price recovery, and prior growth capex, supporting higher cash flow and revenue capacity.
Read the full thesis - March 2026
Tantalus Systems Holding Inc. sells smart grid hardware/software with successful TruSense Gateway adoption and accelerating revenue as trials convert.
Read the full thesis - March 2026
Vitalhub Corp. provides mission-critical healthcare software with strong moats, high cash conversion, and Rule of 40 metrics supported by net cash.
Read the full thesis - March 2026
Zedcor Inc. is scaling its tower fleet and sales footprint with strong unit economics and tax-efficient depreciation, implying high ROE and multi-year growth.
Read the full thesis - December 2025
goeasy Ltd is a non-prime lender with a resilient, asset-backed and insured loan book, benefiting from tighter bank lending, strong ROE, and an attractive low-end historical valuation multiple.
Read the full thesis - December 2025
Zedcor Inc provides high-margin security tower services with rapidly scaling U.S. operations, misunderstood depreciation versus cash earnings, durable assets, and catalysts including TSX uplisting and potential enterprise contracts.
Read the full thesis - December 2025
Enterprise Group Inc provides energy infrastructure services poised to benefit from resolved headwinds, accelerating Canadian LNG activity, a completed investment cycle, and growing free cash flow.
Read the full thesis
- ZedcorJun 2025
- Enterprise GroupDec 2024
- ZedcoreDec 2024
Letter archive · 5
Funds · 2
- Donville Kent4
- Donville Kent Capital Ideas Fund LP1
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