– RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity

– How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms)

– Defence‑stock hype: DroneShield and Elsight vs business fundamentals

– Listener Q&A on Smart Parking, Chrysos and Objective Corp

If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights.

– RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned
– Why low broker coverage and founder/insider alignment can be real signals
– Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)
– Merger arb: when 5–10% isn’t worth it (and when it might be)
– Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)
– Emerging markets exposure via Seneca Global Equity SMA
– Final thoughts: process over punts, portfolio construction, patience

~~Resources for This Episode~~

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- Good Research (register interest for subscription)

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