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
That's what we're trying to do.
That's what we tell our investors.
So we're constantly just re-underwriting to saying like, okay, if we were going to sell a bunch of ByteDance today at 550, which is where it's been reported that like General Atlantic is selling a bunch and there's other people and we've been offered higher than that.
I think it's always like, what is the probability it can double?
And then to ByteDance, we look at like what fundamental earnings are and be like, okay, this is doubling, no problem.
Now, if somebody came to us today and said, hey, I'll offer you $1.3 trillion, we'd sell a bunch.
Because it's not that I don't think the company will do $100 billion of earnings in the next five years.
And that's 20 times, that's worth $2 trillion.
But there's a risk.
What does it trade out on a multiple basis?
What would we be on our total investment at that price?
Oh, yes, correct.
What we like to say is, I think this has actually kept us out of a lot of trouble, too.
which is like, are we in the money 18 months out?
That's what we think.
With a reasonable multiple, are we in the money 18 months out?
Can you unpack that?
What do you really mean by that?
If we invest today and revenues are $20 million with a reasonable model at 18 months out, are we in the money?
With a reasonable multiple, not 50 times revenues.
Showing 581–600 of 1,004 · page 30 of 51
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