Calls
3
Robert Smith
Founder, Chairman and CEO, Vista Equity Partners
Win Rate
66.7%
return
-1.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$317.44
+8.2%
Google's latest announcement created market stir and it has a fully integrated AI stack, which Smith sees as a great opportunity to invest in some respects, though he still views infrastructure providers as utilities versus application-layer rent capture.
Hyperscalers
Long
Jan 06
$103.47
+2.2%
The second great enterprise software category is the rule of 70. Applying GenAI across product development, go-to-market, services, and back office can deliver 30-50% productivity gains in new code, lower customer acquisition and service costs, and nearly double margins for existing enterprise software companies.
Thematic ETFs
Long
Jan 06
$69.01
-14.4%
Smith argues that despite a challenging couple of years for private equity, firms that can fundamentally create value in companies can continue returning capital at historically comparable rates. Public-market AI enthusiasm has pulled investors into Mag 7-type companies, but value-creating private equity should remain competitive.
Thematic ETFs
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Robert Smith has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: IGV, GOOGL, PSP.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
