“I’ll ask them, you know, tell me, you know, what, what part of the business drives the most revenue? What, what business unit, you know, drives the most revenue? What product line? What's the fastest growing part of the business, right?”

“They basically looked at operational efficiencies and they used the AI to improve the communication between the engineers with the customers, improve the CRM. Already after one year of ownership, the business is profitable and revenue is growing”

“The other parts of the questions that I also like to ask people is what have they failed at? What have they not done so well at? And what are those learning lessons in their failure?”

“The company's recent fiscal second quarter report showed revenue growing 18% from a year ago... management raised guidance for the full year, calling for revenue and profit growth of 15% and 14% respectively”

“Simple, predictable, free cash flow generative businesses... we’ve kind of focused on, for the most part, kind of the franchise business model. Again, royalty, collecting companies.”