Read on Twitter
1/n
$ROKU Roku's MOAT in 5 charts - here is why Roku is not going to $0!
(Full disclosure: I am LONG and will add aggressively on the re-test of the long term trend line)
Tailwinds behind Roku's back are accelerating in 2020 (+23%) vs 2019 (+15%)
$ROKU Roku's MOAT in 5 charts - here is why Roku is not going to $0!
(Full disclosure: I am LONG and will add aggressively on the re-test of the long term trend line)
Tailwinds behind Roku's back are accelerating in 2020 (+23%) vs 2019 (+15%)
3/n
$ROKU The mousetrap is still working (June 2020 : 5/8 best sellers on Amazon are currently TCL Roku TVs)
$ROKU The mousetrap is still working (June 2020 : 5/8 best sellers on Amazon are currently TCL Roku TVs)
4/n
$ROKU Dominates the programmatic AD spend - Over 3x its next rival! Rebranded OneView Ad Platform to accelerate even more $$
$ROKU Dominates the programmatic AD spend - Over 3x its next rival! Rebranded OneView Ad Platform to accelerate even more $$
5/n
$ROKU Despite the near-term headwinds in ad spending, pandemic lockdown will not kill Roku - In fact, quite the opposite, June: OTT Ad-spend is bouncing back!
$ROKU Despite the near-term headwinds in ad spending, pandemic lockdown will not kill Roku - In fact, quite the opposite, June: OTT Ad-spend is bouncing back!
6/n
$ROKU Technicals are in play reflecting known short term headwinds - Long term trend is NOT broken (at least not yet!)
$ROKU Technicals are in play reflecting known short term headwinds - Long term trend is NOT broken (at least not yet!)
7/n
Finally, according to Magna Global: OTT accounts for 29% of TV viewing but so far has only captured 3% of TV ad budgets. COVID-19 will only accelarate this move!
International markets will be a game-changer if Roku's past United States execution is anything to go by!
Finally, according to Magna Global: OTT accounts for 29% of TV viewing but so far has only captured 3% of TV ad budgets. COVID-19 will only accelarate this move!
International markets will be a game-changer if Roku's past United States execution is anything to go by!
8/n
What am I missing besides short term headwinds from ad budget cuts & intl expansion? And yes Google/TCL deal is not new-TCL still partners with Roku
@saxena_puru @dannyvena @RamBhupatiraju @Beth_Kindig @StockNovice @Matt_Cochrane7 @7investing
Keen to hear from Roku bears!
What am I missing besides short term headwinds from ad budget cuts & intl expansion? And yes Google/TCL deal is not new-TCL still partners with Roku
@saxena_puru @dannyvena @RamBhupatiraju @Beth_Kindig @StockNovice @Matt_Cochrane7 @7investing
Keen to hear from Roku bears!
