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"I think the best risk-adjusted returns right now are in public software names. We believe that it is the incumbents' game to lose." — growth equity investor Mitchell Green

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Marcelo P. Lima

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58,659 просмотров • 4 месяцев назад •via X (Twitter)

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Mitchell on why the best risk-adjusted returns right now are in public software names: "We believe that it is the incumbent's game to lose. The competitive advantage of software company has never been about R&D. Exxon or KKR or Proctor and Gamble probably spent 3-5 years implementing the software. If you think they're going to start building their own HR software, you're out of your mind. I like to remind people if you look at e-commerce, in 1999-2000, everybody thought every big box retailer was going out of business. But if you look at the top 50 largest e-commerce companies in the United States, yes, Amazon is number one. You know who like 2 through 10 are? Walmart, Home Depot, Lowe's, Macy's, Target. A lot of the incumbents will win. Now again, Montgomery Ward, Kmart, Sears went bust, but that's what we're constantly thinking about."
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Mitchell on why the best risk-adjusted returns right now are in public software names: "We believe that it is the incumbent's game to lose. The competitive advantage of software company has never been about R&D. Exxon or KKR or Proctor and Gamble probably spent 3-5 years implementing the software. If you think they're going to start building their own HR software, you're out of your mind. I like to remind people if you look at e-commerce, in 1999-2000, everybody thought every big box retailer was going out of business. But if you look at the top 50 largest e-commerce companies in the United States, yes, Amazon is number one. You know who like 2 through 10 are? Walmart, Home Depot, Lowe's, Macy's, Target. A lot of the incumbents will win. Now again, Montgomery Ward, Kmart, Sears went bust, but that's what we're constantly thinking about."

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"First of all, the game was a disappointing loss, and right now I do feel really sad. But I still believe we have the strength to win it all & I simply think that it's just one more game that got added for our team." We believe in you, Doran! Fight back, T1! #Doran
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Steph Curry says NBA players are underpaid "I think because the way the CBA is structured right now, we can't participate in equity. And that's a big deal because it’s a partnership with ownership, the league and we're on the short term of that revenue" "The idea that we can't participate in equity while we're playing is a part of why I would say yes, we are underpaid because you want to be able to participate in that rise" "I know we're blessed to be in a position where we're playing basketball for a living, and these are the type of checks that people are earning" "Hopefully sooner than later those rules change a little bit so that players can participate more in the upside of team equity. I think we deserve it"

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$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."
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