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 was always a big fan of Howard Marx and his investor letters. And one of his big things is, you know, never try and catch a falling knife."