Mitchell Green
speaker
1,004 appearances
2 recordings
2 series
first heard Mar 2026
last heard 24 Mar
Mitchell Green’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.
Appearances
And I will say that the makeup of the stock market is different today than it was 20 years ago.
Passive ETFs are much bigger.
The retail stuff comes and goes, like retail trading.
But you just have to buy good businesses when they're on sale.
I like buy good businesses at multiples of fundamental.
If you don't have earnings, there is no floor.
But if you have earnings, like in free cash flow, the reason a lot of these stock or stocks and internet stocks are actually still not cheap is because the stock base count.
Like the stock base count in a lot of these companies is totally nuts.
Like the amount of equity compensation and dilution of shareholders is very high.
And I'm actually surprised more people don't talk about it.
Some of the big public market investors have been questioning it for a while.
It's surprising that more people don't talk about it and just look how much stock option dilution there is at a bunch of these big Silicon Valley companies.
It's not as bad outside of Silicon Valley, but the dilution is real.
I'm surprised more people don't talk about it.
What should happen?
It's like, we're not activist shareholders at all.
I have a lot of respect for entrepreneurs like Larry Ellison, who effectively did a levered recap of Oracle.
He basically was like, I have all this free cash flow.
I'm going to borrow debt and buy back an enormous amount of stock.
And what did he do in the process?
Showing 461–480 of 1,004 · page 24 of 51
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