DKAM Capital Ideas Fund LP Class A (DON201)

DKAM Capital Ideas Fund LP Class A (DON201 $414.10)
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Sangoma Technologies Corporation (STC $7.95)
- $7.95 Cap: $266M
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Vitalhub Corp. (VHI $12.93)
- $12.93 P/E (TTM): 149.29X Cap: $725M
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DKAM Capital Ideas Fund LP Class A (DON201 $414.10)
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Dye & Durham Limited (DND $10.16)
- $10.16 Cap: $682M
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Wishpond Technologies Ltd. (WISH $0.16)
- $0.16 Cap: $8M
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Q: I follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?

Read Answer Asked by David on March 23, 2021