Showing posts from July, 2020

Roku: Outperform @ $128

Roku Update: Live Blog
July 29, 2020 Market Price: $148 (July 28, 2020)
Personal Buy Rating: -Buy Light (buy some) @ Market Price -Buy Medium (buy more) @ 20% Discount -Buy Heavy (buy many) @ 50% Discount
-------------- July 14, 2020 Update: By Roy Philipose
Longer Term Outlook: 5 Year  ~ $381 Basis: The company will grow at least 26% per year for the next 5 years. Therefore, the security will be worth 3.1x more than the fair value price of $120 a share. 
Fair Value:  $120
Fair value is the value based on growth prospects and the company going private.
Comment: Roku is a major distribution hub for online TV content. Eventually, I see them developing their own content, which would make them even more valuable.
July 2, 2020

Roku (ROKU) is an Internet based TV platform featuring free and premium content. Roku has a mobile app and they are the standard OS on many new television sets. Roku generates revenue with partnerships and ads in-between shows. They have established a TV guide on t…