We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount’s hostile counter offer.

Rick Munarriz, Sanmeet Deo, and Tim Beyers:

- Review last week’s results from SentinelOne and Snowflake.

- Predict which of the two will reach GAAP profitability first.

- Give a critics choice take on the Netflix-Warner Bros deal, including some thoughts on Paramount’s just-launched hostile takeover.

Companies discussed: S, SNOW, NFLX, WBD, PSKY

Host: Tim Beyers

Guests: Rick Munarriz, Sanmeet Deo

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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Ep 19. All About Moats

Focused Compounding

Intro

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