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
I'll say this again, you can pick up the trade desk for less than 25X forward earnings, which may be a high multiple in most cases, but if you know the trade desk, you know that it never trades as cheap.
And yes, revenue growth is slowing, and analysts see it slowing.
It's guidance calls it to continue to go in the high teens in the current quarter.
Analysts continue to see it in the high teens next year.
There's still a lot of things happening here with the trade desk.
But I think it's a steady-growing company, still gaining market share, because there's no way the advertising market is growing at a double-digit pace.
And I think right now that it's priced actually reasonably, despite warts and all.
I believe it is a broken breaker that is mending itself.
And to be honest, I don't think it was ever truly broken.
I think it was just too much optimism.
When you mentioned the buybacks, they've retired almost 10% of their shares over the last year and a half.
It was mostly done last year, but it's still in there.
But to me, I see the point here again, and I'm just connecting the dots here, which I think is what we do as Rule Breakers, but couples are settling down later in life than they used to.
This means fertility treatment, surrogacy, adoption, all these things that progeny helps out are going to become more popular.
They're going to want that when it comes to coverage, and that's going to be great for progeny, I would think.
Yes.
And as strong as stateside sales have been, it's growing even faster outside of the U.S.
market.
Yes, but U.S.
accounts for more than 80% of current product sales of the Netherlands-based company.
Showing 501–520 of 529 · page 26 of 27
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