- After an epic rally came an equally epic crash. We think this is overdone in both directions, with the shares now attractively priced.
- While it’s hardly news that the company faces risk from competition, we think its ad platform is already something of a self-propelling force.
- We also think the risks have already been priced in.
Source: Roku Crashed, Now What? – Roku Inc. (NASDAQ:ROKU) | Seeking Alpha