Good to see Rod topping up his holding. I bought NVT for the...

Good to see Rod topping up his holding. I bought NVT for the first time on Wednesday. I think it offers reasonable value at around $4. While growth in the next couple of years might be muted with the roll off the Macquarie University contract I expect a long run-way of growth for this business. There are a some nice macro tailwinds to this business in the form of the growing wealth in Asia and the fall in the AUD. I'm also a fan of businesses with founder-CEOs.