Roku Crashed, Now What?
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 […]
SHU Portfolio: Roku Rockets
The company had another fantastic quarter driven in equal measure by platform active user growth and ARPU growth. The tailwinds of shifting towards OTT will be blowing for years to […]
Roku Powers Ahead
Multiple tailwinds are blowing in favor of Roku, like cord cutting, advertisers following viewers to OTT and TV brands giving up on their own platforms. Its asset light platform business […]