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mitchell green

T3 · host / generalist

Founder and managing partner of Lead Edge Capital, a growth-equity firm. He has led investments in companies including Alibaba, Asana, ByteDance, and Grafana.

6 calls·6 names·83% bull·last heard 5 months ago·Invest Like The Best
track recordleaderboard →
hit rate
100%
avg alpha
+1.2pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+1.2pp vs SPY
$ZMZoomposition

Creative fund-derivative structure yielded 2-3x on Zoom secondary

Unable to buy primary or direct secondary due to Sequoia control; purchased LP interests in early Zoom backers via fund derivative, gaining economic exposure without control or information rights, achieving 2-3x return.

Invest Like The Best2026-03→
2ndhigh conviction
$TOSTToastposition

Lead Edge sold Toast secondary at $40-50, stock now $30 but still cheap

Bought at 10x revenue growing 150%; sold secondary at $40-50 (6 years ago) to lock in forward IRR; believes stock is cheap at $30 but disciplined exit strategy prioritizes IRR over holding.

Invest Like The Best2026-03→
3rdmedium conviction
$GRAFANA-LABSGrafana Labsposition

Grafana Labs early bet on observability infrastructure competing with Datadog

Early investor in Grafana Labs, an infrastructure monitoring competitor to Datadog; notes consumption-based model growth rates of high-20s to 30% at scale with excellent economics, driven by AI agent resource consumption exceeding human usage.

Invest Like The Best2026-03→

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recurring themes

6 total
$ZM
···
Zoom
MEDmitchell green·Invest Like The Best·5 months ago· position
Creative fund-derivative structure yielded 2-3x on Zoom secondary
Unable to buy primary or direct secondary due to Sequoia control; purchased LP interests in early Zoom backers via fund derivative, gaining economic exposure without control or information rights, achieving 2-3x return.
"We made a big investment in uh in Zoom... we couldn't go into the front door. The company didn't need money... there was secondary to buy, you couldn't buy it cuz Sequoia would ro…"
26:20
$GRAFANA-LABS
Grafana Labs
MEDmitchell green·Invest Like The Best·5 months ago· position
Grafana Labs early bet on observability infrastructure competing with Datadog
Early investor in Grafana Labs, an infrastructure monitoring competitor to Datadog; notes consumption-based model growth rates of high-20s to 30% at scale with excellent economics, driven by AI agent resource consumption exceeding human usage.
"early investors in Grafana Labs infrastructure company that competes with like Data Dog. Data Dog's growing like 29 high 20s 30% a year at scale... the growth rates are like we've…"
51:38
$CLICKHOUSE
ClickHouse
MEDmitchell green·Invest Like The Best·5 months ago· position
Early ClickHouse investor cites minimal burn and exceptional growth economics
Early investor in ClickHouse database company; highlights extremely low cumulative burn relative to revenue scale and growth rates never seen before with strong unit economics, benefiting from AI-driven infrastructure demand.
"by dumb luck we were very early investors in ClickHouse... You see how much money a company like Click House has raised like what they've burned is like nothing like very little c…"
51:35
$OPENAI
OpenAI
HIGHmitchell green·Invest Like The Best·5 months ago
OpenAI at $100B valuation deemed insane due to model commoditization risk
Models will commoditize as hyperscalers (Google, Amazon, Microsoft) possess superior data and cost advantages; open-source alternatives like DeepSeek run locally at fraction of cost, undermining closed-model pricing power and justifying bearish view on $100B+ valuations.
"investing in OpenAI at 100 billion is a little insane personally... Look, our fundamental my fundamental belief is that the models will commoditize. And that companies like Google…"
20:21
$TOST
···
Toast
HIGHmitchell green·Invest Like The Best·5 months ago· position
Lead Edge sold Toast secondary at $40-50, stock now $30 but still cheap
Bought at 10x revenue growing 150%; sold secondary at $40-50 (6 years ago) to lock in forward IRR; believes stock is cheap at $30 but disciplined exit strategy prioritizes IRR over holding.
"in Toast, which is one of our biggest investments, which we put like 12% of our fund three into... before the IPO we had sold 180 million bucks. We think we'd make like 350 to 400…"
16:34
$BYTEDANCE
ByteDance
MEDmitchell green·Invest Like The Best·5 months ago· position
Contrarian ByteDance buy during peak China fear doubled as Alibaba rebounded
Purchased ByteDance shares two years ago when China sentiment was extremely negative; cites Alibaba doubling off lows despite no growth at 15x earnings as evidence that fear-driven discounts in quality assets create opportunity.
"when we bought a bunch of our ByteDance stock 2 years ago when everybody hated China, I mean Alibaba's doubled off its lows and doesn't grow and trades at 15 times earnings."
25:12