ROKU
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by TBPN 1mo ago
IN TRACKED PORTFOLIOS
LONG4w ago
“the ad revenue is just beginning to inflect. Okay? If you use management's estimate of about a billion dollars in free cash flow in 2028, they actually purchased it about 22 times EV to free cash flow”Yet Another Value Podcast
Fox is stealing Roku for a cheap 16-17x EV/FCF because the streaming giant is finally unlocking its home screen to non-media advertisers.
ROKULONG@ $137.31
$144.40+5.16%
since call Jun 28
peak +6.6%
LONG1mo ago
“looking at it from the lens of like having north of 40% of like watch time”TBPN
Roku-Fox combine pairs 40%+ connected-TV watch time and younger demo; ad-driven approach pays off.
ROKULONG@ $140.49
$144.40+2.78%
since call Jun 15
peak +2.9%