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.

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recordings per month · last 12 months
2 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

Appearances

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You add a price where if it's growing 50, 60% a year, eight times revenue, six times revenue, it's like, okay, I'm in the money.
No, I haven't tripled my money, but I'm in the money.
Versus like, oh, Jesus, to be in the money, I'd still have to sell for 30 times, 40 times revenue.
There's private equity firms that would buy it.
At a good multiple?
Yeah, we'd make great money.
By the way, you forgot what did I pay for it?
Good investment and good company are two very fundamentally different things, too.
And you're trying to get the union of both of them.
There's a lot of A-plus companies at D-minus prices.
Nor do I also want to buy a D-minus company at an A-plus price.
See, like I would strongly disagree with that statement.
Like there are a lot of people that invested in good companies or great companies in 2020 and 2021 at really stupid prices and didn't make money.
So it's like, it's the intersection of both.
It's not like you're not trying to buy a D asset at an A plus price.
That's like zero.
But like if you can buy a B plus company at an A plus price, you can make like amazing risk adjusted returns.
But
But we also buy A plus companies too.
And you can buy like, the great thing is, is can you do like structured secondaries or can you do like really unique things like some of the stuff Larry will do and will do?
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