Rick Munarriz
speaker
529 appearances
6 recordings
1 series
first heard Oct 2025
last heard 24 Feb
Rick Munarriz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.
Appearances
there was no point for me to check in, because I was at different market hours and everything was completely different, and it felt great.
So, I love that, but I also was happy to get back into it.
But yes, I do think it's important to take this break every once in a while, especially if you are watching the stock market, every passing tick on your stocks, that is not healthy.
uh for anyone as we're all long-term investors so in that regard uh but again i i can't i i mean i do cheat even when i tell myself you know i you know i still have a little side eye you know look uh see you know uh let me see the cnbc playing at this at this at this hotel bar uh it's probably not going to be on uh but it is the kind of thing where
Yeah, I can't really get away from it, but when I do, I'm thankful that I do it.
I think I've become a better investor by taking a break, just like you would with anything.
If you can't crack a Rubik's Cube or any kind of puzzle or the New York Times crossword, take a break and look at it with fresh eyes a little while later, and you're going to have a different approach that will probably make you a better investor and a better person.
I think it's the price of admission if you're a tech company.
You have to pay up with stock-based compensation.
That's how you hire the best programmers and everything else you need to make the company run smoothly.
And in this case, I think the report was solid.
And again, yeah, stock-based compensation is a big reason why we're talking about non-GAAP profitability instead of non-non-GAAP, which would be GAAP profitability.
But it is the kind of thing where you are seeing improvements, and margin-wise, they are getting better.
It's SentinelOne, a lot like Snowflake.
Five, six years ago, these companies were seeing doubling the revenue year after year, and now it's slowed dramatically, both in the 20%-plus range now, a little more than 20% for Snowflake.
But it is the kind of thing where
I'm comfortable with where they are now, especially now that they're improving their finances.
They are doing things necessary to continue to grow, possibly stabilizing here at this level.
As a growth investor, I'd love to see that.
But I do think that Gap Profitability is still many, many years away.
Showing 281–300 of 529 · page 15 of 27
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