Roper Technologies: Industrial Titan to Software Giant

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(00:02:38) - (First question) - Basic overview of Roper

(00:05:24) - The businesses history and its pivot away from its roots

(00:08:53) - Brian Jellison’s background and his appreciation for software businesses

(00:14:23) - The way Brian Jellison would distinguish himself from others in his space

(00:20:35) - His focus on acquiring new businesses vs building them himself

(00:26:08) - The 3 dials he used to assess capital allocation decisions and the performance of companies

(00:29:12) - How they are able to grow and expand margin after acquisitions

(00:30:58) - Difference between other vertically integrated businesses like Constellation

(00:34:19) - The succession plan at Roper

(00:38:00) - Risks to that people should think about when it comes to Roper

(00:41:44) - Lessons learned from Roper