Roku, Inc. Class A Common Stock

Roku, Google Reach Long-Term Deal for YouTube and YouTube TV

Now we own 50% more $ROKU

https://app.captain.solutions/post/1468583505269596171

@captain I’m very pleased with $ROKU and based on the price action I’d say they came out on top of the negotiations. 

A lot of bears argue that $ROKU can be bought out, beaten out, or replaced by the big players.. by my count $ROKU has gone toe to toe with $T over HBO Max (won that), was the first platform for $AAPL to partner with EVER and they license AppleTV on their devices (big win) now they beat $GOOG. Looks to me like $ROKU is more than holding their own against the big players 

sam stribling

It's an excellent entrypoint with $ROKU almost 50% off its summer highs—even after today's run up in price.

Joshua Simka

View FromValue commentary, insights, and data for ROKU GOOG GOOGL via Captain Solutions

https://app.captain.solutions/post/1468583505269596171

ROKU GOOG GOOGL insights by FromValue

Bought 33% more ROKU

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