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
I think it's probably a function of how much debt they have on their companies.
To be honest, I have not looked and spent tons of time like studying the financials of Coupa Software or Anaplan and things like that.
If I was them, like I know that all these companies, they drive EBITDA margins from 5% to 40%.
And the question is, how are they doing it?
I would hope that they've done it mainly through cutting really inefficient go-to-market and sales marketing and GNA.
I would hope they haven't taken the engineering sales headcount from 200 to 20.
I suspect they have not, but that would worry me if they had done that.
But I suspect they have not.
By the way, these people are really smart people.
And the question is, if those companies have been bought with no debt,
then they would be investing hugely, I'm sure, in AI, stuff like that.
They probably already are.
But for me, that's why what I said at the beginning, we worry about any company and any big technological disruption that is levered with a lot of debt on it, regardless if it's a software company or a manufacturing company or an accounting services firm or an industrial services firm, whatever.
With debt, you're just hamstrung with how much you can do because you have massive interest payments to pay.
Correct.
Put it that way.
It makes the liquidity problem worse.
Correct.
So what will change it when LPs go to the biggest venture funds in the world and private equity funds and say, we're not investing in your next fund until you get liquidity in these names.
That's the reality of it.
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