Rick Munarriz
๐ค SpeakerAppearances Over Time
Podcast Appearances
But I think it's the right move.
You're seeing that growth is impressive.
The fact that it's so much our business model makes me excited in the fact that I see this company
is, yes, Sandeep mentioned growth may be slowing, and understandably so, but they have the cows in there.
They are a leader in this whole data mining thing.
I do think that this is a company that will continue.
As far as profitability goes, I also cheated.
2031 is when analysts see it turning profitable on a GAAP basis.
Again,
Five, six years from now, it's a very long wait for investors.
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.
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.
It's not a household name.
You don't go and see mainstream investors say Snowflake and they just looking out the window saying for Snowfall.
This is a very legit company and doing a lot of things right.
The funny thing about analysts, even sometimes near-term expectations are out of whack.
The further you go, it's more like trying to land a parachute into a tin cup down to ground level.
I take no faith in the numbers.
The companies will change a lot.
I think cybersecurity is going to continue to be a very important field.