VHI VitalHub

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Dan, would you feel comfortable adding more to VHI at this time? Or wait a little longer. I’m up about 25% as I’ve had it for about 18 months but am torn what to do with this stock. Thanks!

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Asked on January 15, 2026 3:18 pm
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My question to you would be why did you buy VHI in the first place? I'm not saying it was a bad buy. I am asking this question because people buy stocks for many reasons, and those reasons, if defined clearly, can really make it easier to sell/add to something when times are tough.

Let me just give some general thoughts here. But, lesson for future questions. If you give me the "why" as to why you hold the company, I can really dive into your thesis and give you a much higher quality answer.

Vitalhub has exposure to software. And at this point in time, software is getting thrashed. Constellation, Adobe, Salesforce, etc. There are fears that AI will disrupt a lot of these software companies, making their products easily replaceable.

I do not know how exposed Vitalhub is to this. But in general, software is a "throw the baby out with the bathwater situation", so it could be getting beat up for solely being a software company even though it won't be disrupted.

Secondly, I think they've posted some lower quarters in terms of profitability here. The combination of these two elements probably factors into the drawdown.

Share dilution has also been an issue. It looks like they just diluted again back in August.

Again, I can't speak on what you should do as I don't really know why you own the company.

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Posted by Dan Kent
Answered on January 19, 2026 8:57 am