In short: Portfolio holding that received a takeover offer "last week" from ABB of Switzerland — part of the same validation cluster (three bids in one week). Cited as evidence, not re-underwritten here.
Rotork is a UK maker of valve actuators — the motors that open and close industrial valves in pipelines and plants. It's in the notes here as evidence rather than as a fresh pitch: it was a Wealhouse holding, and last week ABB of Switzerland made a takeover offer for it. One of three bids for his companies inside a single week, which he reads as the market catching up to his underwriting rather than luck.
11:11Last week we had Rotorque from the UK get a takeover offer from Big Bad AB from Switzerland. And then on Monday this week we had a company from Switzerland that we owned in the healthcare biologic space called Polyeptide. they got a takeover offer from Sang Sam biologics in Korea. So we're our underwriting thesis our process is being validated where by which we are seeing more and more takeovers and they're happening outside of the US.
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