Claude Walker

Well, so RPM Global basically is a company that Owen and I, I think, both looked at over the years.

And I think Owen might own shares.

And basically, it's a company that does mining software.

So largely, I won't give the explanation of the company because I don't know it that well.

But that's the large and interesting part of its business.

However, it has also had two other businesses, one of which is sort of involved in, you know, getting new coal mines built, like essentially coal exploration, I think.

I hope that's a fair enough summary.

And as an analyst years ago working for Motley Fool, I came across this company and I thought, oh, wow, this is an awesome opportunity.

investment opportunity just due to the way that it was getting its software business in order and the way that I thought that that would grow under the management that had taken over.

However, and I recommend it to my clients, but however, I didn't invest in this overall company just because I just didn't feel right about

The part that was involved in new coal mines.

I actually didn't have a problem about a company providing software to mining companies.

Mining companies need to exist and they need software.

I just don't want to get involved in new coal.

So I actually walked away from that one and it's performed extremely well since.

So I bring this up because I'll sing the praises of ethical investing in a minute, but

I bring this up as an example, as a real life example of where, you know, I could have made the call differently and I don't think it would have been terrible to do so because for example, I could have invested in this company.

I would have done very well.

I could have just taken some of my profits and I could have used that to like fight coal mines or something.

So maybe that would have been a better result and people can make that argument.