Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464] – Invest Like the Best with Patrick O'Shaughnessy — Transcript

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464] – Invest Like the Best with Patrick O'Shaughnessy — Transcript

Market views

Bullish

WORKDAY— Mitchell believes incumbent software companies like Workday have strong competitive advantages with high retention rates and significant barriers to switching.
SOFTWARE— Mitchell sees the best risk-adjusted returns in public software companies as the market has become overly fearful of the sector.
INFRA— Mitchell finds infrastructure software companies fascinating due to their consumption-based models benefiting from AI agent usage.

Bearish

PE— Mitchell worries that over-leveraged private equity owned software assets are cutting innovation and becoming ripe for disruption.
AIMODELS— Mitchell believes AI models will commoditize and the current AI CapEx bubble will end badly, similar to the telecom bubble.

Not investment advice.