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Non-Tech : RPM, Inc. (RPOW)
RPM 108.36-2.9%3:59 PM EDT

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From: Lance Bredvold7/24/2025 12:55:00 PM
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Excellent report this morning jacked the price up as much as 12% and currently 8 or 9%. I placed an out of the money order to sell a 260220C$130 for $22. Doubt I'll sell it, but I did have a 120 call expire worthless a month or so again. $21 premium. I've been rather amazed at how high the PE has remained for RPM though it has performed consistently since getting out of the Dryvit asbestos debacle. I like them for acting responsibly until so many hangers on tried to get on the bus for a free buck or two. That's the trouble with these mass law suits--they are abused even when justified.

RPM remains my second largest holding as it has been for nearly 30 years. I'd like to recommend it on the value thread but it so rarely drops down enough to be a good buy. I rarely like despotism in my companies but in this case the Sullivans seem pretty upright for 2 generations.
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