Jesse Gamble dentalcorp Holdings DNTL-T DON'T BUY Jan 27, 2025

Not a good performing company from a technical perspective.
Largest and fastest growing network of dental practices. 
Current share price a good price for long term investors. 
Dentistry business not going anywhere. 

Over time, expects it to be acquired by a big US player. Has been quite diligent not overpaying for acquisitions. Difficult to buy as many practices as they'd like. Pretty well run. Margins can increase step by step over time. Doesn't expect any big transformational news. Leverage is too elevated for his liking. Stable, predictable business.

Now has ~3-4% market share in Canada. Lots of opportunity to expand, as Canadian market is more fragmented than, say, the US. Entirely domestic, not exposed to tariffs. Essential service, most patients have insurance. Market didn't love its equity issue; stock's down 20%, so he's been adding. Good insider ownership.