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ROKU

Man, this recent IPO is on a tear (up 100% over last week). I do have to say that I have Roku built into my TV and my experience has been way better than Firestick. That could be personal preference, but I just feel the interface is much better and since it is built into the TV it is really like an OS for your various TV lines (cable, games, prime, netflix, hulu, HBO, etc.) which is superior to the standard aux/input you normally have on controllers. OS for the TV…hmmm, I may have to pick up some of this.

Obvious buyout candidate for any cash laden tech company.

It’s whatever, just make it count.

- kDot

Automate your Excel models with the industry's most accurate financial, market and economic data.

not a fan of it as an investment or as a customer. 3 years ago i compared fire vs roku. i bought both, and preferred fire. i just gave the roku to someone else. back then you couldnt talk to the roku though so i dont know how its change since then.

I love my cheese. I got to have my cheddar.

I think the change is that Roku is implemented directly into the TV. So, my TV currently has Roku preloaded on it (no wires, no use of HDMI input) and updates the software automatically. I have no idea what the separate box is like, but my understanding is the company is looking to move away from that.

Basically, there is a market for having a TV specific OS with an easily usable interface. Of course other companies could compete and likely beat Roku there, but it is such a nascent market that there is something to be said for first mover advantage.

It’s whatever, just make it count.

- kDot

wouldn’t put too much in this one, could lose your shirt and never recover from it. lol

klaudnine wrote:

wouldn’t put too much in this one, could lose your shirt and never recover from it. lol

+1.

“Everyone is high on Roku now following its IPO, particularly after a big licensing deal with television manufacturer Philips PHG, +0.49% . However, there isn’t a lot that makes Roku special. Eventually there will be many OTT hardware providers, the same way there were plenty of companies making VCRs in the 1980s and DVD players in the 2000s. Proponents will say Roku Channel is a unique spin on streaming, putting advertisements on licensed content and splitting that with studios, and that Roku’s open platform will help it quickly partner with emerging content creators. But neither element seems to have a wide moat in a digital age, particularly when everyone sees the big opportunity here.”

https://marketwatch.com/story/3-winners-and-3-losers-in-the-streaming-video-wars-of-2018-2017-11-16

RIP bchad - the long-winded peacemaker of AF

^Well, that article post misses the point and honestly sounds like something regurgitated. Hardware will clearly be commoditized. Software is the potential differentiator. KindleFire sucked to navigate, in my opinion.

Anyway, I will take a flyer on this. Everyone on here also told me to avoid ABX, BABA and REV when I posted about them and I made a killing on all three. REV and ABX were both value plays and BABA was a growth play (focused on web services). This one is a small player in a rapidly growing market. Even if they lose market share and the overall market grows they could come out ok. I like that they are singularly focused and don’t have to worry about content creation like AMZN or even video console manufacturers (which many use for streaming). That said, I don’t usually buy recent IPOs and the short public operating history means there is not much to go on.

It’s whatever, just make it count.

- kDot

you made money on a abx and revlon? dafuq?! 

also baba, i study a lot of 13fs. lotta smart ppl bought it.

I love my cheese. I got to have my cheddar.

Yep, you were in a lot of these threads:

Bought Aug 7, 2015 ABX: /forums/investments/91344716?page=3

Bought Aug 12, 2016, BABA: /forums/investments/91353443

Bought Aug 4, 2017 REV: /forums/investments/91360422

Anyway, will think hard on Roku.

It’s whatever, just make it count.

- kDot

out of the 3 baba is a solid growth pick. jack ma is a solid dude, i love his interviews, very concise and knowledgable though he speaks in broken english. a fun fact, baba is 10x the size of paypal, another fan fact, it is a better model than amazon, less capex intensive. abx, seems like its improving but in commoditized biz, but  def a value play. rev was ****ty before, and even ****tier now. imo. i hope u are out of it.

I love my cheese. I got to have my cheddar.

I mean, you were against BABA when I bought it at at $90 in the old thread and you like it now at nearly $190? I’m just trying to keep it real in here. Nobody else ever posts any interesting stocks for discussion because I assume they all just buy SPY and are hypocrites managing other people’s money and buy bluechip only, haha. I get it. ABX when I bought it, per the thread, was around $7 and I sold it around $21. That was the best of the three for sure (and in the thread I said the risk means its has to be a 2-3 bagger to justify it).

Lesson: sometimes you don’t have to love the company to like the stock.

Edit: Ok, now time to log off homies.

It’s whatever, just make it count.

- kDot

abx under 10 again is a good trade imo

"You want a quote? Haven’t I written enough already???"

RIP

not bashing at all, i actually respect it, just saying my opinion. you should actually post more imo. ppl like it.

still not a buyer of baba, because its fairly new. but i have been following it and i like it more now. price may have doubled, but earnings and cash flow tripled.  so more historical profitability, amazing growth with still great runway, and i understand its business model more. best growth in the industry imo. so for its growth, its price is great value.

i wouldnt exactly call this bearish:

“for me personally it’s too expensive. but historically, it is trading on the cheaper side. relative to amazon, its cheap even when you take its smaller growth prospects. have you done work on their business? care to share?”

abx i didnt comment cuz precious metals. lol. anyways thx for throwback. 

https://youtube.com/watch?v=Fa8a3q-QH10&t=3449s

^best youtube video i found.

I love my cheese. I got to have my cheddar.

I’m a little whacky with the streaming devices. I own a Roku, Chromecast, Xbox, firestick, and apple TV not to mention I have a Vizio TV in the bedroom with integrated apps but I find it clunky. Don’t own cable but I have Hulu TV, Netflix, and Amazon prime. Pretty much always stream through chrome cast because I control everything directly from my phone- not to mention I can walk between rooms and fling from one TV to the next with ease or even continue watching the football game exactly where it left off on the TV back to my phone when I need to go into the kitchen and prepare a meal etc.

Oh no, you don't want to mess with a guy thats riding on a buffalo.

Quote:
Nobody else ever posts any interesting stocks for discussion because I assume they all just buy SPY and are hypocrites managing other people’s money and buy bluechip only, haha. 

Many of us are prohibited from posting investment ideas due to our jobs.  I’m not restricted anymore, but this is the first time since college that this is the case 

Agreed. Too much competition. Fragmented space. Nothing uniquely proprietary that is really going to set it a part IMHO. 

Up 31% in 10 days. Sup

It’s whatever, just make it count.

- kDot

rawraw wrote:

Quote:
Nobody else ever posts any interesting stocks for discussion because I assume they all just buy SPY and are hypocrites managing other people’s money and buy bluechip only, haha. 

Many of us are prohibited from posting investment ideas due to our jobs.  I’m not restricted anymore, but this is the first time since college that this is the case 

Agreed, I’m no longer at an investment manager so I can trade PA finally. Still, would expect more on a forum with CFA focus. 

It’s whatever, just make it count.

- kDot

I agree. I’ll try to share the banks I’m looking at once I’m back at work and funded up my brokerage account