Mitchell Green
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"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."
"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."
"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."
"We're big investors in Toast, which we've been buying back. We were early investors in it and sold and are rebying."
"ByteDance is the most advanced AI company in the world. You know, it's very underappreciated by the Western world."
"One of our companies is Grafana Labs like it just it's a giant business growing crazy fast and like you know It's benefiting from a lot of this like AI spend. Their customers are a bunch of are some of these big AI companies."
"We have a business down in Florida that makes called Pacemate. It makes cardiac monitoring software. So if you put like a pacemaker in your body or a defibrillator, it takes the data off the device."
"So look, B, so Alibaba and Tencent should be, you know, two giant um, you know, Chinese companies should represent roughly how ByteDance should trade."
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Clear filters"I know somebody at Adobe. Do you want an intro because it looks like it would be helpful for your business?"
"Workday has like 98 or 99% gross dollar retention. It grows like 10 15% a year. It's like 10 billion of revenue."
"Companies like Grafana, Databricks, Elastic, HashiCorp, Red Hat, there's 20 more of them."
"Companies like Grafana, Databricks, Elastic, HashiCorp, Red Hat, there's 20 more of them."
"ByteDance is the most advanced AI company in the world. You know, it's very underappreciated by the Western world."
"People that spin out of like Anthropic or OpenAI and raise money at like $2 billion dollars for a freaking idea."
"You know look it is not normal for companies to grow like Anthropic or OpenAI have."
"People that spin out of like Anthropic or OpenAI and raise money at like $2 billion dollars for a freaking idea."
"You know look it is not normal for companies to grow like Anthropic or OpenAI have."
"We love Clear Water Analytics, but it's in the process of being taken private, so the stock doesn't move."
"If you actually do the like long-term analysis on buying just indexes like the NASDAQ or the you know S&P it actually turns out just like if you look at like very long-term like longitudinal data that if you just actually just buy it on a big down day it's it's nearly impossible to try to try time it."
"If you actually do the like long-term analysis on buying just indexes like the NASDAQ or the you know S&P it actually turns out just like if you look at like very long-term like longitudinal data that if you just actually just buy it on a big down day it's it's nearly impossible to try to try time it."
"Most big companies that are like financially regulated you can't even go on to claude or ChatGPT. Like you can't even like get on the system to do work."
"Most big companies that are like financially regulated you can't even go on to claude or ChatGPT. Like you can't even like get on the system to do work."
"So look, B, so Alibaba and Tencent should be, you know, two giant um, you know, Chinese companies should represent roughly how ByteDance should trade."
"You look at Shopify. Exactly. And by the way, that's that's what we would hope for. Like you want to find those next companies."