Why Roku Is Not A Streaming Media Play
Below is an interview I had with Cheddar TV on January 12. It lays out my thesis on why Roku is only a streaming media device.
Michael Kramer, author at Seeking Alpha, discusses Roku’s $4.3 billion valuation and why he believes that stock is bloated.
We offer daily market commentaries sent directly to your inbox or follow us on Twitter.
Join our 2,477 Daily Subscribers And Get This Commentary In Your E-Mail! Subscribe
[vc_tweetmeme type=”follow” follow_user=”michaelmottcm” show_followers_count=”true” large_button=”true”]
Michael Kramer and the Clients of Mott Capital own shares of NFLX, GOOGL
Mott Capital Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Upon request, the advisor will provide a list of all recommendations made during the past twelve months. Past performance is not indicative of future.
© 2017 Mott Capital Management, LLC. Use, publication or reproduction in any media prohibited without the permission of the copyright holder.
Tags: #netflix #amazon #facebook #alphabet #google #fang #fangs #stocks