Gaurav Sodhi still keen on RUL today in Inte.lligent Investor:
"RPMGlobal was a profitable investment but I reckon the progress of the business over the last three years isn’t reflected in the price today. Given how well the underlying business is performing, I expected this to do far better. RPM is now profitable and will soon be generating decent free cash flows. Its software products are, in some cases, now industry standard. There is more growth to come."
https://www.intell igentinvestor.com.au/investment-news/top-3-for-3-part-1-the-results-are-in/153224
Other fans of RUL I've noticed recently are MA Financial, Matthew Kidman, Claude Walker and Pie Funds, so definitely attracting some attention.
(20min delay)