What podcasts say about Rick Munarriz
Every statement, with the speaker, the exact quote and the moment it was said.
What Rick Munarriz has said on podcasts
11 statements · 8 positive · 2 negative · 1 neutral
Rule Breaker stocks are disruptors, future disruptors, or companies too dominant to disrupt.
“it's basically finding a company uh that's either a disruptor um or eventually will become a disruptor or so dominant that it can't be disrupted”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 1:33
Being first is unnecessary; timing and execution can determine disruptive success.
“you don't necessarily have to be the first one to think of this great idea that's never come up before. You just have to be, timing also helps.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 2:26
Early-cycle disruptive stocks can have much greater upside than downside.
“the ceiling's always far higher than the floor sometimes with some of these stocks early in their defined cycles”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 2:56
Smaller, unexpected companies will produce the strongest AI investment growth.
“the strongest growth will come from the smaller companies that you didn't see coming”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 6:35
The AI transition will ultimately work out despite noise and panic.
“I think it will all work out”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 7:29
CoreWeave can generate good gains when purchased at the right price.
“Definitely some good gains if you've got CoreWeave CRWV at the right price.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 9:42
Consumers continue spending heavily on in-person experiences despite economic uncertainty.
“There is a lot of people still out there, even in this economy that is topsy-turvy, spending big money to experience these in-real-life situations, these real-life experiences.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 14:40
Disney’s experiences operating profits are growing faster than its broader business.
“all this is working for Disney and its shareholders because the operating profits are growing even faster for their experiences division”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 17:48
Disney’s overall business model works despite weak investor returns.
“the business itself does work that way”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 20:31
Netflix was a broken IPO trading near $5–$6 in October 2002.
“I was fortunate enough to have bought Netflix in October of 2002 when it was a broken IPO.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 37:22
Selling most of his Netflix stake early cost Rick roughly $8–9 million in potential gains.
“that other 99 uh would have been millions of of dollars uh and i worked the math every once in a while and it's always cruel it was like eight nine million dollars that i would have left on the table”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 38:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.