Salesforce is mentioned as an example of a company making large-scale layoffs, highlighting differences in employment practices between the US and UK.
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The UK's Number 1 Stock Picker's Largest Investment
Sep 13, 2026
The creator discusses Rosebank, a UK-based company that floated on the AIM in July 2024 and joined the Footsie 250 in May 2024. Despite a recent pre-tax loss of $52 million, its shares rose 5%. The company is valued not for its accounts but for its management team, which consists of former Melrose executives. Rosebank employs a buy, improve, sell business model, aiming to double shareholders' money within 3-5 years by acquiring underperforming industrial businesses, restructuring them, and selling them on. The creator views this as a buy, comparing it to Melrose Industries and Havan Trans.
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Dowlay, a company formed from the automotive division of GKN spun out by Melrose, was later taken over by American Axle.
Melrose acquired ECI, an electrical component manufacturer, for approximately £1.5 billion, successfully negotiating a lower price due to market volatility.
Helmer is mentioned as an example of a CRL acquirer, a category Rosebank is compared to.
The creator owns QXO, a building supplies company, and sees Rosebank as a UK version of it, implying a similar business model.
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