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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.

Appearances

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Motley Fool Hidden Gems Investing · Reckless Earnings Predictions: ZM, BBY, DE · 24 Nov 2025 podcast

And yeah, while it's usually like a slim margin, I think there's enough there where they've had enough time and they're starting to build momentum in their latest quarter.

Revenue growth actually started to tick up a little bit that I think business is actually doing a little better.

So I figured they still have enough room to beat.

Yeah, I think it'd be shocking if it doesn't happen.

And I'm not sure the comment section at the podcast will tell how bad Dave and I may have gotten that.

But I do think there's going to be enough room for a raise.

Yeah, I do.

But I'm expecting mostly on the operational side, just because, again, when I did say raise, I'm talking about the smallest poker chip on your table.

That's what you're using to raise this.

To me, this is a company that I'm not expecting great growth.

And again, you are seeing sort of like

you know, three to go from 3% to 4% growth isn't such a big deal, but I do think there's minor improvements.

I don't think any spectacular has happened in the last three months, but I do see that they're getting better about their operations and making sure that they're delivering on the bottom line.

So I think more operational than just the enterprise, you know, advancements and whatnot.

Okay.

So, I imagine Best Buy, they sold a lot of iPhone 17s during the fiscal third quarter that ended at the start of this month.

What else?

This is the first full fiscal quarter of Nintendo Switch 2 on the market.

But that came out in early June, so most of those were sold in June and July before this quarter.

I think consumers are leery of big-ticket purchases like PCs and higher-end laptops.

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