BUY Daniel Pronk Convicción3/5 Calidad del análisis70/100 ahora
The YouTuber identifies Roper Technologies as an interesting buy due to its low AI disruptibility risk and shareholder-friendly practices (low stock-based compensation). As a vertical software business deeply embedded in customer operations, it shares similar defensive qualities to Constellation Software, making it attractive in the current market.
“Some other businesses that I think are looking interesting at their current prices would be Roper Technology, Service Now, Autodesk, Nette Check, Inuit, Monday.com, and Dualingo.” — ▶ 1:10:00