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Rick Munarriz

๐Ÿ‘ค Speaker
403 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Profitability Predictions and Paramount Punches Back

But I think it's the right move.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

You're seeing that growth is impressive.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

The fact that it's so much our business model makes me excited in the fact that I see this company

Motley Fool Money
Profitability Predictions and Paramount Punches Back

is, yes, Sandeep mentioned growth may be slowing, and understandably so, but they have the cows in there.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

They are a leader in this whole data mining thing.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

I do think that this is a company that will continue.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

As far as profitability goes, I also cheated.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

2031 is when analysts see it turning profitable on a GAAP basis.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Again,

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Five, six years from now, it's a very long wait for investors.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

But I do think that, especially with Snowflake, which has even stronger free cash flow and a stronger free cash flow margin than SentinelOne, I do think that it's positioned well.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And yeah, again, the company has not been the best of stocks sometimes, but I do think that it's a very important company that's not very well understood and not very even well known.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

It's not a household name.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

You don't go and see mainstream investors say Snowflake and they just looking out the window saying for Snowfall.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

This is a very legit company and doing a lot of things right.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

The funny thing about analysts, even sometimes near-term expectations are out of whack.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

The further you go, it's more like trying to land a parachute into a tin cup down to ground level.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

I take no faith in the numbers.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

The companies will change a lot.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

I think cybersecurity is going to continue to be a very important field.