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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.
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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…