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
Motley Fool Hidden Gems Investing · Reckless Earnings Predictions: ZM, BBY, DE · 24 Nov 2025
podcast
But again, Dave just shot down the company that has the ticker symbol AI and has dozens of enterprise platform software solutions based on AI for a long time and just not showing growth.
To me, Yelp has that problem.
Yelp Elite used to mean something, now there's so many other places you can get reviews for just about anything, even AI from the actual search engines themselves.
But more importantly, this is a business that's been slowing for more than a decade and a half.
Before the pandemic, revenue growth from six years up to 2019 went from almost 70 percent growth to down to eight percent growth in 2019.
The pandemic happened, everything cratered.
Then it picked up, bounced naturally in 2021-22, but we're in the same boat.
This will be the fifth consecutive year of accelerating growth, and now it's a mid-single digits.
I don't see Yelp finding a way out of this, so I went faker as well.
Tervetuloa!
Yeah.
It's raining in their boardroom, and apparently, it's like an open roof.
It's a convertible boardroom because they're getting soaked.
The Trade Desk is a 15-bagger since becoming a Rule Breaker recommendation eight and a half years ago, when Carl Thiele and I coincidentally just approached David Gardner at the same month and said, hey, we like this stock.
Carl and I rarely have the same stock on our minds, but we did that time.
But it used to be a shinier star on our scorecard.
The leader in programmatic advertising has fallen 63% since peaking 10 months ago.
Obviously, that's more than rain.
That's a deluge.
The first hit came a few weeks after its all-time high, when after 33 quarters of breezing through guidance, it proved mortal.
Showing 461–480 of 529 · page 24 of 27
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