sam stribling's avatar
$117.2m follower assets
Bought 50% more ROKU $60 Calls
BULLISH
11/18/2022 Exp, Opening
Dave Ahern's avatar
As someone not familiar with the company other than the headlines, what's your bull case for Roku in a couple of sentences?? I am attempting to be brief, doesn't always work, lol!
sam stribling's avatar
@ifb_podcast they are a content aggregator in a growing market (OTT) they make money in a few ways, advertising, cuts of subscription services, and hardware. Company is down 85% on the year now trading at 2.5x book value.
Dave Ahern's avatar
@strib great answer! Thanks 🙂