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
The amount of money being thrown at some of these funds and like the size of the funds is astonishing to me.
I hope they prove me wrong because it's like good for me too.
If these funds get so big, these companies get so big, then they can buy a bunch of our companies like that.
But, you know, I respect people like Benchmark or Index.
Like Index has grown, but it's still, I mean, Index can raise as much money as it wants.
Yeah, and it's actually a billion five or whatever.
I mean, Index is tiny compared to these other funds.
Like, by the way, those guys are the best in the world.
And so, you know, it's just, I think it just gets really hard.
That's really freaking big.
It's steady state.
Companies trade at 10 times earnings.
Historically, we can argue, is it 12?
Is it 8?
It's steady state.
When they don't really grow, they trade at 10 times earnings.
You invest in something that's worth $100 billion, you're effectively saying to make a double with dilution, it's probably $250 billion.
That's making the bet it's going to do $25 billion of earnings.
There aren't that many companies.
They do $25 billion of earnings.
Showing 901–920 of 1,004 · page 46 of 51
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