Скачать или смотреть Roku: Is This Forgotten Streaming Stock a Buy?

Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.

What you’ll learn here:
00:00:00 - Intro
00:01:04 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange.
00:03:08 - Why Roku’s financials look so poor and why the market has soured on Roku post-pandemic.
00:09:52 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming.
00:20:55 - Why Roku’s intrinsic value is so volatile given small changes in assumptions about its future.
00:26:04 - What makes Roku’s founder/CEO so special.
00:53:54 - Why Roku may be sitting on a gold mine of digital real estate.
01:02:52 - The biggest competitive threats facing Roku.
01:11:10 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio.

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