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"Coke Zero guy. I did back in the day and then Coke Zero came out and I started drinking that."
"We actually own Workday. A 99% gross dollar retention business."
"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."
"I asked Claude yesterday to try to like book me like an appointment like to get a haircut and I could do it online and had no idea how to do it."
"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."