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!
@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.