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
In the world where ETFs and passives have become huge and the number of fundamental investors is shrinking, I don't think you want to be a two to, ideally you don't want to be a two to three billion dollar company, but I don't think there's any reason you can't be a seven to 10 billion dollar company or a five to 10 billion dollar company.
I think those are legit.
I think when you get sub-billion or two billion, it's kind of just a pain in the ass to be a public company investor, but you can do it.
Who says you can't do it?
I actually, we wish probably more would.
Why?
Because they'd be great small cap stocks and they could actually, you could hold them for 10 years and make a ton of money.
Like, look at AppFolio.
The thing was like a billion, two billion.
I think it was last thing.
It was like 700 million.
And I don't know what it's done last month or two, but like it was like a 10x.
Shopify.
Correct.
It's a $2 billion public company.
Yeah, exactly.
By the way, that's what we would hope for.
I think these funds are way too, and they just do the math, the fun math on like how they're clearly, you have to have the next open, you have to have the next Google effectively, or the math doesn't work, I don't think.
And by the way, you can, I've even heard people say like, you don't even have to have one of them.
You have to have like two or three of them.
Showing 881–900 of 1,004 · page 45 of 51
← Previous
Next →