Topic Archives: Roku (ROKU)

Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]

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. […]

The Motley Fool sent out another internal tease in their Investor Digest this week, as a pitch to upsell their readers to Tom Gardner’s Discovery: IPO Trailblazers service ($1,999/yr, no refunds)… so, naturally, we wanna know what it is, right? We’ve covered this IPO Trailblazers newsletter a few times — it was started as one […]

So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]

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 […]

None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]

The latest Investorplace pitch for Matt McCall’s Investment Opportunities ($99/yr) promises that we can cash in by “joining the Foldable Phone revolution”… and that sounds both fun and lucrative, so let’s check out the ad and see if the Thinkolator can ID his investment ID for you. The dream of a flexible phone screen has […]

The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]

Comments

  • 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 7/13/20 Enjoy your vacation!!!...

  • Thank you TRAVIS!....YOU INCREASED MY CONFIDENCE IN ROKU ....WATCHING VOLATILITY.....JUST A SMALL INVESTOR HERE. BOB Ha...

  • Thank you for your Roku analysis. Much better than anything Hillary Kramer could come up with. Some years ago I used t...

  • Roku, Disney and ESPN being bundled for 10 dollars a month by Comcast I believe . RoKu content is threatening to take my...

  • I'd be surprised if ROKU ends up being acquired. Strategically, they're well positioned as a licensor to several differ...

  • That's the first time I covered a ROKU teaser, when the Fool included in in their "FAZER" stocks (and I bought shares) i...

  • Travis, can you please remind us who pitched ROKU earlier? Kramer is most likely not the first one....

  • Well good luck, I have True Momentum and that has done really well. Past closed positions like ROKU and TDOC have really...

  • Well it seems like awhile back they did one and gave out what they called the fazer stocks. Fastly Appian zoom estc and...

  • Travis, One quick question for you. You somewhat described your strategy and I was wondering if you use trailing stop lo...

  • The only one I don't have at this time is the R. Roku I believe. It is too rich for my blood at this time. If Z is Zoom...

  • I don't like Tom's picks for the most part as I have consistently lost on his recommendations, but I do like David's ZM...

  • I wish I had bought ROKU stock when my daughter and her fiance installed it on our TVs after moving last April. We use C...

  • Hi there. I've been following for a while, but this is my first post. So hi .... :-) ROKU sounds interesting .....

  • I'm a Canadian who hasn't cut the cord. And with Rogers Ignite TV there is little need to. With their latest update, my...

  • Roku as a platform is excellent. It is easy to configure and the technology is brilliant and simple to use. There are so...

  • Could be. As of now about a third of TVs sold have the Roku operating system built in....

  • Hi Travis, Very nice analysis. I was checking on reddit and they came up with same names as well. However, the...

  • I'm not Travis but I am long TSLA, ROKU, NVDA, TTD and OKTA. Looks like a pretty good ETF to me. I do feel your pain of ...

  • Yes. They are built into about a third of "smart TVs", and the user base grows dramatically in the fourth quarter each ...

  • Isn't Roku already installed in a vast number new smart TV's being sold? And how does this get them their in on the ad ...

  • Mr. Nash Actually 4 of them. Fastly Appian zoom and roku...

  • Excellent point tanglewood. Why would people need a ROKU box when new smart TVs have come bundled with streaming service...

  • I subscribe to research from Beth Kindig - who also hosts a free blog. Because of her conviction about Roku I bought las...

  • The sales of ROKU hardware (players and TVs) are essentially done at break-even in order to increase the size of the use...

  • Hi Investor Clouseau Isn't the long term growth problematic for $ROKU once the old TVs phase out and mostly everybody...

  • I watched someone from the Motley Fool give a long drawn out pitch on a "little black box". Was assuming, but not sure, ...

  • I've loved my $ROKU box since I cut the cord a couple years ago. Had't really thought about them as an investment until ...

  • F is most likely, Fastly. Anyone have a handle on the E? Appian, Roku and Zoom are correct....

  • Maybe F for Fastly, Z for Zoom and R for Roku. Haven't figured out A or E yet...

  • Z looks like Zoom (ZM) R is likely Roku Here's a link with thoughts on the others: https://www.reddit.com/r/stocks/comme...

  • F - ??? A - Appian (?) Z - Zoom Video E - ??? R - Roku...

  • I’m guessing Appian, Zoom & Roku are on there....

  • It’s not a bad idea. I like Eddy. I like Ophir. I think the entire space is still early innings. I like TTD ROKU too....

  • Probably Roku since they talked about the box under your TV. Roku is getting into TV advertising....

  • I have been buying gold royalty/streamers and miners ever since I first saw videos of Trump's rallies, on the provable ...

  • I signed on for the same thing, except that I backed out, so they offered me the option of a non-refundable plan for thr...

  • I think also #ROKU Motley fool also says a California startup.A little-known California company went public—and it’...

  • @Travis, I agree mostly with your comments and conclusions on TTD. However, I disagree with the assessment of their prof...

  • Disclosures don't indicate that the Fool recommends or owns ROKU as of this week. I don't think I've ever seen them tea...

  • I did a little research on another IPO from October 2017. Did Motley Fool recommend ROKU? Their numbers are similar ...

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