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DKAM Donville Kent Asset Management's investment thesis on Blue Ant ($BAMI.TO) — Q1 2026 | Buyside Digest

$BAMI.TONASDAQBlue Ant

BULL

DKAM Donville Kent Asset Management—BAMI.TO

Fund Letter

Q1 2026

Published April 2, 2026

$5.04USD

-17.8% vs last month

$6.35Pitched

-20.6% since pitch

Market Cap$139.5M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Blue Ant grew revenue 18% per year from 2020 to 2025 with 18% return on capital. The global streaming...

— Jason & Jesse

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