Inflation may not change that quickly, but inflation expectations can change very abruptly — like this week, when a hotter-than-expected CPI number finally pushed the market over the edge and convinced investors to stop expecting a rate cut in March, or five+ rate cuts this year. That relatively small shift in sentiment, with the market […]
10 Comments Read MoreArticles
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
Friday File — Creeping into Earnings Season
Musing about sentiment and 2024 forecasts, plus some updates on Intuitive Surgical and our gold plays
13 Comments Read MoreDe-Tease: What’s the “#1 Tech Stock of the Decade” teased by Ross Givens?
Tease says "This startup has every single ingredient... and you can still grab your shares for dirt cheap"
5 Comments Read MoreFriday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreFriday File: Buying a Couple Disappointments (plus quarterly updates galore)
Friday File: Who Deserves Patience?
Are some of our "requires patience" stories not really worthy of the gift of more time?
13 Comments Read MoreFriday File: Earnings Reports Support Growth Stories… so far
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Friday File: Expensive Stocks, How Worried Should We Be?
Friday File: SUPRMAN Stocks Teased in “2023 Tech Melt” Promo from Luke Lango
De-tease: Fool’s “All In Buy Alert: One Stock for the Death of Cable and Streaming”
Friday File: Insurance Co. Highs and Lows
Earningspalooza of updates from big tech, insurance and others (GOOG, AMZN, ROKU, EQT, NET, AMT, MKL, KNSL, GSHD, BRO, WRB), plus one buy in the Real Money Portfolio
11 Comments Read MoreFriday File: What’s up with this Bonkers Banking Week?
Some thoughts on banking and other rate-sensitive businesses, as cracks begin to widen... plus one sell and one buy in the Real Money Portfolio
15 Comments Read MoreFriday File: Hits and Misses on the Earnings Front
Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...
14 Comments Read MoreFriday File: Big Tech Reports… Any Change to Our Thinking?
This was always penciled in as the big week for this quarterly earnings season — earnings from so many of the mega-cap technology stocks that are the most widely-held companies in the world and have been the biggest drivers of stock market performance in recent years, plus another Fed announcement on interest rates. Whatever would […]
9 Comments Read MoreFriday File: Advertising, Payments and Ammonia
A look at a "Death of Diesel" Teaser, Plus Thoughts on TTD, PAR, ROKU and more... and a new watchlist stock for the Real Money Portfolio
17 Comments Read MoreFriday File: What To Do With Brookfield?
It’s not a pretty week, even if you ignore our wintry mix of ugly weather here in New England. We’re getting more news about relatively weak retail sales this holiday season, along with persistent but declining inflation and another interest rate increase from the Federal Reserve. As was quite clearly telegraphed in recent weeks, the […]
24 Comments Read MoreFriday File: What Have I Been MOST Wrong About?
Friday File: Prophets of Doom
Ooops, they did it again! Snap (SNAP), owner of the Snapchat messaging app and the most important company in online advertising, posted another horrible, no good, very bad earnings report, and fell 25% after hours, again. Not only does this signal the end of our way of life, but it also means that advertising is […]
18 Comments Read MoreFriday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
A hodgepodge of stories and updates... plus the start of earnings season for the Real Money Portfolio, and one "buy the dip" purchase
17 Comments Read MoreFriday File: Hiding Places?
Gold? Real Estate? Stalwart Companies? Where might some money be hidden by the fearful? I've got a buy in one of those today...
11 Comments Read MoreFriday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
Updates on WCC, IIPR, SHOP, SAND, ILMN and more... and maybe a new Lock Box candidate
24 Comments Read MoreFriday File: Warm Blankets and Rollercoasters
Updated buy levels for a bunch of Real Money Portfolio companies, including some big movers this week... plus one sell and two buys
34 Comments Read MoreFriday File: Finding Solace in Asset Allocation
Friday File: Fintech for the Lock Box
Happy New Year! The world is turning to a focus on (maybe) rising interest rates, fear of inflation, and “value” stocks in many ways, or at least so says the perpetual punditry machine that is investment media. Nobody really knows what’s going to happen next month, of course, or for the next year… nobody should […]
25 Comments Read MoreFriday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
Inflation has certainly caught the attention of everyone in the market these days, and whether or not you’re comfortable investing in stocks probably has as much to do with whether you think this 5-7% inflation will continue for more than a few months as it does with your analysis of the economy or the future […]
39 Comments Read MoreFriday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
Updates on Stitch Fix, Chewy, Roku and more... plus a big summary of the $100K Lock Box Portfolio
21 Comments Read MoreFriday File: Money Flows to Data Centers
A new buy in the Real Money Portfolio, plus a few smaller transactions -- updates on ROKU, RPRX, AMT, SWCH, SE and more...
40 Comments Read MoreFriday File: One Sell, Five Buys as Earnings Season Steams Ahead
Friday File: Freaking Out
ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo
29 Comments Read MoreFriday File: Camping, Smoking and Dreaming
Friday File: Doc’n the Box
A new $100K Lock Box purchase, an add-on in carbon capture, and more news from the Real Money Portfolio
25 Comments Read MoreDe-teasing Carr’s “Future King of Streaming”
Friday File: Back to the Woods
A deeper dive on Camping World, plus updates on GAN, SFIX, WRAP, FUBO and more...
29 Comments Read MoreFriday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
29 Comments Read MoreFriday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
30 Comments Read MoreFriday File: Fed Foofaraw, and a Hodgepodge of Real Money Portfolio company updates
It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]
20 Comments Read MoreWhat’s the Fool’s “Under the Radar” Gaming Stock being teased by IPO Trailblazers?
Friday File: PW Maxes Out, NVDA and BOMN Report, and more…
Friday File: $30 “#1 Crypto Stock” Pitch… Plus Quarters from Fastly, Cloudflare, Roku, WESCO and more…
I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]
15 Comments Read MoreFriday File: Insurance and Tech Updates (and buys)
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
22 Comments Read MoreFriday File: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more…
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio
26 Comments Read MoreFriday File: Par-ty Time, or a World in Decline?
Big news from PAR, plus some big-picture blatheration and a new crypto buy (and a sell), plus a new watchlist stock
35 Comments Read MoreFriday File: Cheaper SPACs and a Year to Remember
A few buys in the Real Money Portfolio, plus check-ins on safer SPAC prices, quarters from BOMN and CHWY, and much more...
27 Comments Read MoreFriday File: Goose in the Box
Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]
13 Comments Read MoreFriday File: Insurtech, Discounts to Book Value and more…
Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...
17 Comments Read MoreFriday File: The SPAC Heard ‘Round the (Newsletter) World… plus, a new Gumshoe Portfolio is born
Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5
Friday File: New SPAC, Annual Review pt. 4, and more…
Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
45 Comments Read MoreFriday File: Annual Review Part Three
More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...
50 Comments Read MoreSolving Motley Fool’s “Recent IPO Targets 827X Potential Growth” Teaser
Checking out a couple gambling and streaming TV stocks that are teased as new Motley Fool "Future of Entertainment" Picks
59 Comments Read MoreFriday File: A New Cyclical Buy
Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...
29 Comments Read MoreFriday File: Happy (?) New Year!
What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...
22 Comments Read MoreTop Teaser Stocks of 2020
Friday File: Adding a Dividend Grower, Getting More Risk-Averse
A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...
39 Comments Read MoreFriday File: We’re All Speculators Now
Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...
57 Comments Read MoreFriday File: SPACs, Big news from GAN, and a new Watchlist Stock
Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...
12 Comments Read MoreFriday File: Earnings and Elections
Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...
19 Comments Read MoreFriday File: Shaving Momentum (but not too close)
Checking in on Fastly and The Trade Desk after a wild week, plus thoughts on Intuitive Surgical, Medical Properties Trust and more
11 Comments Read MoreFriday File: Is the Shaq SPAC the Last Straw, or the Straw that Stirs the Drink?
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
21 Comments Read MoreFriday File: A Few Buys (including a rare IPO purchase), and an updated look at GAN
Re-sharing some "Dividend Rules of Thumb," plus updates on GAN, MPW, ROKU, NVDA, IIPR, CHWY and more...
40 Comments Read MoreFriday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
29 Comments Read MoreFriday File: Valuation Fears, GAN, and some New Speculations
Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
46 Comments Read MoreFriday File: Earningspalooza, with a half-dozen buys and sells
Friday File: Bright Screens, Streaming Wars and Palantir Profits
A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.
21 Comments Read MoreMcCall’s “Folding” breakthrough: How to profit from “The Smartphone that Will Change the World?”
De-teasing the "folding screen" pitch from Matt McCall's Investment Opportunities
19 Comments Read MoreFriday File: Music Royalties, Swedish Betting and Gold Speculation
Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]
29 Comments Read MoreCan we “Make 611% Scaring off Amazon and Apple?”
What's Hilary Kramer teasing as "The biggest profit opportunity I've ever seen?"
16 Comments Read MoreFriday File: Pot Real Estate, Clouds and a Cautionary Tale
The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy
34 Comments Read MoreFriday File: Buys on the Edge, plus a look at Dividend Growth and Compounding
Updated buys and sells in the Real Money Portfolio, plus notes on SE, CCI, NVDA, MPW, FSLY, NET, ROKU, BAM and more...
29 Comments Read MoreFriday File: A Hodgepodge of Earnings
Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...
36 Comments Read MoreFriday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more…
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
24 Comments Read MoreFriday File: Cheap Insurance and Expensive Silver
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
17 Comments Read MoreA “Rule Breaker” and some “Cloud Disruptors”… A Smorgasbord of “Secret” Fool Picks
Checking in on a new teaser pitch from Tom Gardner's Motley Fool Cloud Disruptors 2020, as well as a "recent IPO" spiel from brother David Gardner's Rule Breakers newsletter.
36 Comments Read MoreFriday File: Gambling on Sports, Micro-Dosing on Stocks
I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]
13 Comments Read MoreFriday File: Rethinking Coronavirus Impact for my Portfolio Companies (and adding a few)
This week I try to assess the real-world business impact of the crisis on many of the companies I own, and also sell a couple and buy more of a few favorites -- with three new positions in the Real Money Portfolio today.
47 Comments Read MoreFriday File: Buying and Selling (at a Social Distance)
Checking up on the Real Money Portfolio -- A few stop losses, and a slew of buying in a wild week
29 Comments Read MoreFriday File: Panic in the time of Purell
More thoughts on how to invest through the coronavirus panic, along with some buys and sells in the Real Money Portfolio this week
74 Comments Read MoreAre the Fool’s “FAZER” stocks “The Next FAANG?”
What are the "if you missed Netflix, better buy this" stocks teased for the Motley Fool's presentation tomorrow?
56 Comments Read MoreFriday File: Sad Lasers, Disappointing Hemp and too many Mutual Funds
A check-in on II-VI and Charlotte's Web, plus updates on WRTC, DIS, TTD, BOMN and TIPT... and a deeper dive into some of my other holdings
8 Comments Read MoreFriday File: Two New Small-Cap Buys in Hated Businesses, Two (partial) Big Tech Sales
Friday File: Emphasizing Caution… But Still Buying
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
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Can you please share your latest view on Roku and the potential impact of Walmart buying its competitor Vizio?...
On ROKU, what is your max buy level.Also, how are you thinking about them making TV’s? It’s obviously a terribl...
Thank you for the long write-up with quality content and healthful perspectives. Your coverage of Kinsale, Roku and Alph...
Which MF service was it that recommended selling Roku?...
At the start of the week, one of the Motley fool portfolios recommended selling Roku has it no longer met their expectat...
I thought the ROKU quarter was solid and reassuring... but holy cow, didn't expect a 25% pop. Did someone on CNBC say ...
Nice writeup, Travis. I suspect it's difficult to go wrong with QQQ; and I feel pretty good about ROKU, TOST, and ...
Agree on broader access for QVC/HSN on the roku channel. The problem with the company in the streaming space is the mode...
I believe Luke lango picks are sym u pltr roku msft amzn nvda what do you guys think...
META would be an interesting inclusion into the Early Stage portfolio. Roku too. ARQQ could be the A, but is it mor...
I think the U could be Upstart and R is Roku. Tried to find unusual volume today. Found NRDY to have unusual volume to i...
Aside from ROKU, are there any other Stock Gumshoe picks that have been affected by the Silicon Valley Bank implosion?...
ROKU is too cheap to pass up in my opinion - I would not be surprised if either GOOG or AMZN are considering a merger/...
Agree with selling and re-purchasing Roku. I pulled the plug weeks ago for tax loss harvesting. Advertising isn't going ...
Thanks Travis, enjoying your analysis as usual. I’m luckily not in the ROKU boat, but i agree that the platform is str...
I just checked. in FEB of 2021 ROKU was worth TEN TIMES --1,000% more than now! wow. I had no idea it had fallen so fa...
I was just looking at my 2021 taxes--and saw that I sold ROKU at a huge profit---now seems like a magical move.....as it...
Who didnt love and fall for the whole ROKU story? I really like the product and the stock was a rocket. I happily read...
Some newsletters suggest strongly that they invest for the long haul and heavily encourage investors to by SHOP and ROKU...
This ROKU quarter and guide was really bad imo- Platform gross margin down 9% as a result of lower M&E spend. Wish t...
Roku's Overall Rating: 19 (High-Risk) Action to take: AVOID or SHORTHigh-Risk stocks are expected to significantly ...
I did, it just got a little lost in all the updates last week. Here’s what I wrote:Their revenue did come in sli...
Hi Travis, I think you didn't talk about last Roku Q earning, right? Nor in this Friday neither the past. ¿What do you...
Your "stick with the SPY" has been the better call for the past two years, and with a lot less heartburn -- here's the c...
My opinion on Roku hasn’t changed recently, but certainly the Netflix collapse had an impact on everybody. I think Ne...
Hello COULD YOU PLEASE GIVE SOME UPDATES ON ROKU? THANKS...
I wrote a lot about ROKU last week, my opinion hasn’t changed....
hi what about Roku...
If ROKU ever dropped to 51, that would be a ‘back up the truck’ moment....
FYI there's a projected price target of 51 for Roku based on the measured move break down. Unlikely it will reach there ...
Thanks Travis for this extremely interesting allround info. I´ve got my eye on SHOP and ROKU. Would appreciate your ta...
I have never owned any of these except NVDA and BRK-B. By the time I took a look they were at dizzying heights and I ju...
Many of the streamers are ad supported, including Hulu and Peacock and Paramount, and I expect that will grow — there ...
Thanks for a great update on NVDA, ROKU, SE, SHOP and TTD...all of which I hold. It's been real stomach churning for the...
I sold MMM either last week or the week before, would have to check the details -- and yes, I'll be covering a lot of th...
Hi Travis - can you give any more detail on ROKU AND DOCU . I really loss lot of money. all my portfolio is really bad ...
Tech sector overall likely to see further decline. Many multi billion $ money managers like Carl Icahn are warning about...
Tech sector overall likely to see further decline. Many multi billion $ money managers like Carl Icahn are warning about...
I'm confused by your take on Roku, Have you used their product? It's horrible and being replaced as newer and better s...
I have no idea what will happen in the coming months, but will likely hold those for years. I have bought both in recen...
Hi Travis what is going on with DOCU , ROKU ? Do you think they will come back on come month or its 3 to 5 year story...
Good writeup. Have both ROKU and SEA. Been a wild ride. Holding on for the foreseeable future....
CEO Anthony Wood has pretty steadily sold and/or gifted chunks of his ROKU stake for a long time. He still owns 16 mill...
sorry re ROKU...
thank you; this was super informative. Are there any good beaten down, high potential, growth stock (beyond Roku and Doc...
Has anyone made any money with Roku or is this just hype?...
thx, let's see if ROKU manages to hold this $200 level into next year, with the tax loss selling and all. I'll be lookin...
I'll have some more updated thoughts to share tomorrow when I look at the details more closely, I'm sure, and I don't kn...
hi Travis, what's your opinion on ROKU considering this one: https://www.businesswire.com/news/home/20211215005550/en/In...
Hello Travis ....looks like ROKU traded under $194.10 the former 52 week low which should be support however it had alre...
Hello Travis....are you not worried about what appears to be the the tail end of 2nd phase of a major correction with 3...
Hi Travis, great commentary as always. I have held Roku shares for over a year now and am a big fan of the business. Wha...
Did you get any reply's regarding ROKU... Double down or sell some or all?...
With #roku price dropping, do you think it's a good time to add to the position?...
I am very worried about the YouTube dispute. Saw a stat somewhere that 20% of streaming is spent on YT, right behind NFL...
Richly valued stocks can certainly make you nervous. I don't worry about YouTube, that's not a big part of Roku's busin...
Have been a user and fan of Roku since long . Getting nervous about their dispute with alphabet/YouTube and now this ear...
Should we be worried about #Roku down price in the last 2 days? I didn't find their report that discouraging....
I jumped on the sell bandwagon today as well, selling 200 of my 700 shares. Hard to do but bought it at $30 so makes it...
I agree with you. The focused company doing one thing really well often has an advantage, and Roku’s OS is far superi...
I've used Roku for years now. Just recently, I tried an Amazon fire stick. Am I the only one who finds the Roku stick va...
Haven't seen any recent hint dropping on that pitch, but in the past their "cable is dying" teases have been focused on ...
Where do you want it to go? It’s up almost 15% a year over the last five years, better than I expected.My expecta...
You may be interested to know that Greenhaven Road Capital highlights MarketWise in their Q2 newsletter concluding with ...
The stock appears to be ROKU, which has been mentioned MF a number of times. The Vox Media quote at the end is in a ROK...
I use Predictive Financial Services--not cheap but have made $ with them.. They trade alongside--but take too many 100% ...
Fastly Appian? Zoom Elastic? Roku...
Surprisingly huge move, to me it looks like selling because of The Trade Desk's relatively small beat compared ...
It's funny, I don't use any of the streaming services but I bought this "Highsense-Roku TV" just because it was the righ...
Investorplace has a new email thread with a link to a "video" which one can skip, and read the transcript instead. He...
Trade Note:As I mentioned above, I had limit orders in for small additions to my positions in Roku (ROKU) and Goose...
Hi Travis, its been a tough past two weeks and I believe this is just the beginning. Holding long on sizable positions i...
Damn, I had to break this reading down to two different sessions. Great detail. The homework, Jeremy Grantham's podcast...
Trade Note:Two partial stop losses triggered today in the Real Money Portfolio, so I've sold roughly 10-15% of my ho...
Another great update. I've been kicking myself as I've been eyeing Roku for over a year and totally missed the boat whi...
Thanks for the review of data, especially the valuation of Roku compared to Comcast. I have long been considering the st...
I think your spot on with Roku and add that device growth is wildly present even if the home has a cable subscription. M...
Thank you, Travis. I too hold large positions in TTD and ROKU. While my instinct is to run out and buy MGNI, I think ...
Congratulations! Real world experience with the product or service is a great way to identify growth stocks (and build ...
2 of the best stock i got on Rule Breakers was Redfin and Roku. I also found Shopify from them a few years ago but can'...
Hi Travis,I have recently joined this group and wondering what are your thoughts on entry point for ROKU and PAR for a...
Has been a surprisingly good year investment wise. Made some big mistakes like selling TTD in March (urgh)and some othe...
Travis, Just curious to know that I remember from your previous writings. you normally not entering your stop loss orde...
Dear Travis, To sum up 2020, four letters : SPAC! I stick with SPAC warrants, I have booked in so much capital gain. T...
Hi Travis, thanks for your writings. As always. I'm sure that this is the place where I learn the most. I'm 28 and j...
Looks like ROKU has doubled since you sold! All the FAZER stocks have had stunning years....
I agree with Travis Johnson that Roku is a good investment. It has gone up a LOT since September. So I will watch it r...
Thanks... and welcome back!A) I don't like the idea of being "all in" on a stock -- the world is not so binary as th...
Sheesh... in the moments after I published, The Trade Desk reported another ludicrous growth quarter with more "bounce b...
Hi Taylor... sorry, I can't provide individual advice. I can tell you that if you're 20 years old and can really be a "...
It’s a volatile one, to be sure, I think ROKU has had four or five 30-50% declines in its short life as a public compa...
Re ROKU, for what it is worth, I was smelling a correction coming in ROKU and took a Jan145 put position at Sept time fr...
NEWS: According to a CNET article from 12 minutes ago, $ROKU and Peacock just reached a deal!...
I've been in ROKU for the past couple of years and all I can say is that it's been a very bumpy ride. Lots of differing ...
Roku on the TCL television platform is far and away the easiest way to manage our viewing we have ever had. We only have...
Question for you, and this is somewhat rhetorical:What were you attempting to accomplish spending $3k for investment...
I own all the fazer stocks except roku. I recently sold my roku stocks as it's too volatile and didn't see any growth fo...
Interactive Brokers reports ROKU insider purchase of 40,000 shares on 7/13/20Enjoy your vacation!!!...
Thank you TRAVIS!....YOU INCREASED MY CONFIDENCE IN ROKU ....WATCHING VOLATILITY.....JUST A SMALL INVESTOR HERE. BOB Ha...