Danaher

“Acquiring companies in the way of a Danaher or a Transdime or a Constellation, it's a learned skill. You iterate, you go back and say, okay, what were our deal assumptions and how did they work out? What do we learn from that? What do we lean into? What do we …”

“I think investing in Danaher has been the most instructive because it really is truly One of the best run businesses.”

“When they found someone that was underperforming, it was celebrated because instead of shamed, because look, look what all these things you're doing wrong, we can fix those, and they did.”

“There's basically over a dozen Fortune, 500 CEOs in the United States who basically started their jobs at Danaher, including the guy who just have turned around GE.”

“One is a very well-known company called Danaher. There's another one called Tyler Technologies based out of Texas. These are like probably the best examples of these businesses historically, but again, they're not AI native, right? And I, and they're basically…”

“For instance, if I'm looking at Danaher, am I better off from a team return on time standpoint reading another case study on Danaher business system or researching a local Chinese competitor that's up and coming? And our view is the latter is at this point in …”

“So those are things that I feel like directionally, the demand for tools for science, what we call the tech of science, is going to have a big tailwind. And those companies will not just be speculative technology companies. They will be the future data hers. A…”