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Looking to invest in companies that have potential to become more valuable overtime.
$ROKU is in all sorts of trouble this year but it’s ability to add new users (though by selling hardware at a loss) and increasing ARPU in a very tough macro environment is worth paying attention to.

Is $ROKU dead or will it make a comeback when the macro environment normalizes?
Added to $NET and $S. Both remain very high conviction and long term plays for me.
+1 to $NET. Still a bit expensive, but long term love that it's still founder led and constantly shipping new products
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Didn’t get a chance to listen to the call yet but from what I have seen so far from the ER, the business fundamentals look strong.

Looking forward to adding to my position in the coming weeks.