Another takeover situation. That makes three in a little over two weeks.
EasyJet. PayPal. Now Gooch & Housego.
Perhaps it is a fluke. But the important question is not who predicted the next takeover. It is why American private equity and strategic buyers keep finding value in companies that the British stock market has left sitting on low valuations.
Gooch & Housego is a specialist British photonics company exposed to defence, aerospace, semiconductor manufacturing, sensing, precision optics and advanced technology.
The UK market sees current profits and applies a modest multiple. American capital sees technology, customers, strategic positioning and a potential future valuation elsewhere.
That gap is one of the most interesting opportunities in global markets.
In this video I explain:
Why American buyers keep targeting British companies
The valuation gulf between UK and US technology stocks
Why photonics, semiconductors and defence sit inside the AI reindustrialisation
How private equity can exploit different valuation regimes
Why I bought Gooch & Housego
How to see the shares I own and the companies I am monitoring
This is not about blindly copying anybody’s portfolio. It is about obtaining raw material for your own thinking and then doing your own research.
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