- The Case for Fundamentals Donville Kent argues that earnings compounding and valuation discipline offer diversification from crowded AI-linked momentum trades. It discusses Blue Ant’s post-transaction earnings potential, VitalHub’s AI-enabled healthcare software, Zedcor’s internally developed monitoring platform, and the operating growth across several portfolio companies. July 2026 BAMI $115MCIFR $3.3BETOLF $101M
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