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Stock investing bros: thoughts on ROKU?

they just knocked their first earnings report out of the par...
magenta cheese-eating rigor plaza
  11/09/17
seems dangerous. they ar getting beseiged on all sides, ever...
diverse overrated parlour
  11/09/17
this is why i initially stayed away post IPO, but despite al...
magenta cheese-eating rigor plaza
  11/09/17
they win because they are the "neutral" platform o...
diverse overrated parlour
  11/09/17
wouldn't that just hurt aapl given roku's popularity?
magenta cheese-eating rigor plaza
  11/09/17
they are ltierally all the same fucking thing bro. they even...
diverse overrated parlour
  11/09/17
bro, I get it. but it's not like these competitors' products...
magenta cheese-eating rigor plaza
  11/09/17
brother it sounds like you want to invest. just do it then, ...
diverse overrated parlour
  11/09/17
i'm listening to all input
magenta cheese-eating rigor plaza
  11/09/17
Is losing aapl a big deal breaker? Seems like Netflix, Hulu,...
pearl histrionic hospital sweet tailpipe
  11/10/17
Amazon plans on crushing them
mahogany razzle-dazzle spot
  11/09/17
they planned on crushing Netflix too
magenta cheese-eating rigor plaza
  11/09/17
Not really. They planned on goosing their prime numbers.
bateful insane meetinghouse
  11/10/17
The fire stick does not even support YouTube.
Angry Bonkers Stage Trust Fund
  11/09/17
Not sure about Fire Stick but Fire TV does.
mahogany razzle-dazzle spot
  11/09/17
They have no competitive advantage and are not differentiate...
chest-beating electric faggot firefighter
  11/09/17
They support a wider range of apps than anyone except Nvidia...
Angry Bonkers Stage Trust Fund
  11/09/17
What's really going to crush them is if they can't expand th...
ultramarine slap-happy cruise ship messiness
  11/10/17
This. In 3 years every TV will be a SmartTV and there will ...
bateful insane meetinghouse
  11/10/17
...
Jade jap
  11/13/17
There are some companies with ultra valuable IP that are mak...
Magical confused school
  11/13/17
No
umber nursing home lettuce
  11/16/17
Never really looked into this one
Magical confused school
  11/09/17
comes right after GO and before SHICHI
aquamarine church
  11/09/17
(korean
diverse overrated parlour
  11/09/17
Roku comes embedded in a lot of TVs these days. It's pretty...
Purple Hyperactive Sanctuary
  11/09/17
its the best interface ive used so far, between apple tv, am...
Cracking hissy fit
  11/09/17
I agree Roku is the best smart tv software.
Fighting bearded scourge upon the earth kitchen
  11/09/17
Love the product. No idea if it's a wise investment. Seems l...
ruby lay old irish cottage
  11/09/17
This thread convinced me to cop a Roku. Make of that what yo...
free-loading casino
  11/09/17
I'm glad some actual owners of the product showed up itt and...
magenta cheese-eating rigor plaza
  11/09/17
You're late to the party
Aromatic athletic conference
  11/09/17
won't matter if the party never ends
magenta cheese-eating rigor plaza
  11/09/17
up another 21% today heh
magenta cheese-eating rigor plaza
  11/10/17
flame
mahogany razzle-dazzle spot
  11/10/17
https://finance.yahoo.com/quote/ROKU?p=ROKU
magenta cheese-eating rigor plaza
  11/10/17
FMA
mahogany razzle-dazzle spot
  11/10/17
BUY NOW
diverse overrated parlour
  11/10/17
? I bought at 32 and change
magenta cheese-eating rigor plaza
  11/13/17
lol now that's what you call double irony
magenta cheese-eating rigor plaza
  01/03/18
Lol
Racy roommate
  11/10/17
up another 25%
magenta cheese-eating rigor plaza
  11/13/17
JESUS FUCKING CHRIST
mahogany razzle-dazzle spot
  11/13/17
...
ebony menage
  11/13/17
up another 15% since this post lol
magenta cheese-eating rigor plaza
  11/13/17
http://www.xoxohth.com/thread.php?thread_id=3790724&mc=4...
mahogany razzle-dazzle spot
  11/13/17
just sold at 44+. if it dips below 40 I'll look to get back ...
magenta cheese-eating rigor plaza
  11/13/17
did you buy some more?
mahogany razzle-dazzle spot
  11/16/17
yeah but not enough
magenta cheese-eating rigor plaza
  12/18/17
Fuck I wish I watched TV and stream shit and knew what this ...
Magical confused school
  11/13/17
I like it. The key with Roku is not the actual device itself...
Passionate massive genital piercing knife
  11/13/17
Wouldn't a company like Samsung want in on this action?
Vibrant Bistre Antidepressant Drug Gas Station
  11/16/17
just put 5k into this
Contagious hell background story
  11/16/17
nice
magenta cheese-eating rigor plaza
  12/17/17
no idea about the stocks but Roku technology is on another l...
Glittery Chocolate Rehab National Security Agency
  12/17/17
Tidal >> Spotify
Translucent Stock Car Set
  01/06/19
been neglecting my stock market bros due to crypto but this ...
magenta cheese-eating rigor plaza
  01/03/18
Non sequitur, aren't you the same guy who warned against bit...
magenta cheese-eating rigor plaza
  01/03/18
? also, i owned bitcoin since like 2015, hth
diverse overrated parlour
  02/21/18
? Odd this stopped getting bumped
diverse overrated parlour
  12/12/18
?
Buff Zombie-like Crackhouse Psychic
  06/14/19
...
Excitant field
  12/26/18
lol
Flatulent Bat Shit Crazy Main People
  12/26/18
oh wow. some folks got murdered itt
Buff Zombie-like Crackhouse Psychic
  07/24/19
...
diverse overrated parlour
  11/03/22


Poast new message in this thread



Reply Favorite

Date: November 9th, 2017 11:48 AM
Author: magenta cheese-eating rigor plaza

they just knocked their first earnings report out of the park. stock is up yuge. would you buy on a pullback?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643043)



Reply Favorite

Date: November 9th, 2017 11:49 AM
Author: diverse overrated parlour

seems dangerous. they ar getting beseiged on all sides, every tech giant has a popular competitive product

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643045)



Reply Favorite

Date: November 9th, 2017 11:55 AM
Author: magenta cheese-eating rigor plaza

this is why i initially stayed away post IPO, but despite all that they grew revenues by 48%. looks like they are winning the battle against the competition. need to do more research to figure out why.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643102)



Reply Favorite

Date: November 9th, 2017 12:00 PM
Author: diverse overrated parlour

they win because they are the "neutral" platform on which evreyone coexists, right now. what happens when aapl decides it wants off roku?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643153)



Reply Favorite

Date: November 9th, 2017 12:02 PM
Author: magenta cheese-eating rigor plaza

wouldn't that just hurt aapl given roku's popularity?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643178)



Reply Favorite

Date: November 9th, 2017 12:05 PM
Author: diverse overrated parlour

they are ltierally all the same fucking thing bro. they even all look the same. consumers will just switch to another box at the next refresh

https://www.usatoday.com/story/tech/columnist/2017/10/23/buy-roku-vs-its-4-k-streaming-rivals-how-compares-apple-tv-fire-tv/778760001/

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643203)



Reply Favorite

Date: November 9th, 2017 12:08 PM
Author: magenta cheese-eating rigor plaza

bro, I get it. but it's not like these competitors' products were just launched today. roku is still pwning despite the availability of all these alternatives.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643235)



Reply Favorite

Date: November 9th, 2017 12:11 PM
Author: diverse overrated parlour

brother it sounds like you want to invest. just do it then, dont listen to me what the fuck do i know

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643267)



Reply Favorite

Date: November 9th, 2017 12:22 PM
Author: magenta cheese-eating rigor plaza

i'm listening to all input

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643341)



Reply Favorite

Date: November 10th, 2017 4:54 PM
Author: pearl histrionic hospital sweet tailpipe

Is losing aapl a big deal breaker? Seems like Netflix, Hulu, HBO GO and Prime are the big streaming services you need.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656260)



Reply Favorite

Date: November 9th, 2017 11:55 AM
Author: mahogany razzle-dazzle spot

Amazon plans on crushing them

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643107)



Reply Favorite

Date: November 9th, 2017 11:57 AM
Author: magenta cheese-eating rigor plaza

they planned on crushing Netflix too

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643120)



Reply Favorite

Date: November 10th, 2017 4:52 PM
Author: bateful insane meetinghouse

Not really. They planned on goosing their prime numbers.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656231)



Reply Favorite

Date: November 9th, 2017 12:09 PM
Author: Angry Bonkers Stage Trust Fund

The fire stick does not even support YouTube.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643247)



Reply Favorite

Date: November 9th, 2017 12:13 PM
Author: mahogany razzle-dazzle spot

Not sure about Fire Stick but Fire TV does.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643286)



Reply Favorite

Date: November 9th, 2017 12:00 PM
Author: chest-beating electric faggot firefighter

They have no competitive advantage and are not differentiated in a bigly competitive market. Going to be tough for them.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643150)



Reply Favorite

Date: November 9th, 2017 12:12 PM
Author: Angry Bonkers Stage Trust Fund

They support a wider range of apps than anyone except Nvidia. Fire stick won't do YouTube or Vudu or really any other major competitor to prime video except netflix. Chromecast is glitchy and cumbersome. Nvidia Shield will run everything but roku still has the better interface and basic version is like $40.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643280)



Reply Favorite

Date: November 10th, 2017 4:34 PM
Author: ultramarine slap-happy cruise ship messiness

What's really going to crush them is if they can't expand their embedded software licensing. I think there are a couple TVs that have Roku built-in, but not enough. I maybe would have bought one of these external devices a couple years ago, but I copped a TV with built-in apps instead. It doesn't do everything, sure, but my Samsung has Netflix, Amazon, Hulu, Google Play, and YouTube, plus some other random stuff I sometimes use like the UFC app. The only thing I want it to do that it doesn't is interface with my Google Home.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34655971)



Reply Favorite

Date: November 10th, 2017 4:54 PM
Author: bateful insane meetinghouse

This. In 3 years every TV will be a SmartTV and there will be no need for a roku. They need to figure out software licensing asap, and there's no way for it to really work long term. They're Tivo in early 2000.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34656267)



Reply Favorite

Date: November 13th, 2017 12:18 PM
Author: Jade jap



(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675621)



Reply Favorite

Date: November 13th, 2017 12:46 PM
Author: Magical confused school

There are some companies with ultra valuable IP that are making a killing - I wish I knew more about that area.

Does Roku hold some seriously valuable patents or something?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675811)



Reply Favorite

Date: November 16th, 2017 6:22 PM
Author: umber nursing home lettuce

No

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703526)



Reply Favorite

Date: November 9th, 2017 12:01 PM
Author: Magical confused school

Never really looked into this one

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643175)



Reply Favorite

Date: November 9th, 2017 12:06 PM
Author: aquamarine church

comes right after GO and before SHICHI

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643215)



Reply Favorite

Date: November 9th, 2017 12:06 PM
Author: diverse overrated parlour

(korean

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643223)



Reply Favorite

Date: November 9th, 2017 12:11 PM
Author: Purple Hyperactive Sanctuary

Roku comes embedded in a lot of TVs these days. It's pretty slick and always works well.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643268)



Reply Favorite

Date: November 9th, 2017 12:17 PM
Author: Cracking hissy fit

its the best interface ive used so far, between apple tv, amazon, various cable companies, etc.

roku came with my TCL tv, which is itself a fast growing company because they are making good enough tvs for cheap in china.

so i am currently using roku to make in app purchases of movie rentals etc., but there is not really anything keeping me in the roku ecosystem if my next tv has a different platform

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643304)



Reply Favorite

Date: November 9th, 2017 12:21 PM
Author: Fighting bearded scourge upon the earth kitchen

I agree Roku is the best smart tv software.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643326)



Reply Favorite

Date: November 9th, 2017 12:23 PM
Author: ruby lay old irish cottage

Love the product. No idea if it's a wise investment. Seems like a lot of competition.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643344)



Reply Favorite

Date: November 9th, 2017 12:24 PM
Author: free-loading casino

This thread convinced me to cop a Roku. Make of that what you will, OP

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643349)



Reply Favorite

Date: November 9th, 2017 12:28 PM
Author: magenta cheese-eating rigor plaza

I'm glad some actual owners of the product showed up itt and shared their opinions bc i don't own one

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643369)



Reply Favorite

Date: November 9th, 2017 12:25 PM
Author: Aromatic athletic conference

You're late to the party

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643355)



Reply Favorite

Date: November 9th, 2017 12:30 PM
Author: magenta cheese-eating rigor plaza

won't matter if the party never ends

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34643380)



Reply Favorite

Date: November 10th, 2017 2:40 PM
Author: magenta cheese-eating rigor plaza

up another 21% today heh

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654848)



Reply Favorite

Date: November 10th, 2017 2:40 PM
Author: mahogany razzle-dazzle spot

flame

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654851)



Reply Favorite

Date: November 10th, 2017 2:41 PM
Author: magenta cheese-eating rigor plaza

https://finance.yahoo.com/quote/ROKU?p=ROKU

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654864)



Reply Favorite

Date: November 10th, 2017 2:42 PM
Author: mahogany razzle-dazzle spot

FMA

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654870)



Reply Favorite

Date: November 10th, 2017 4:28 PM
Author: diverse overrated parlour

BUY NOW

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34655908)



Reply Favorite

Date: November 13th, 2017 12:17 PM
Author: magenta cheese-eating rigor plaza

? I bought at 32 and change

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675611)



Reply Favorite

Date: January 3rd, 2018 12:46 PM
Author: magenta cheese-eating rigor plaza

lol now that's what you call double irony

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070956)



Reply Favorite

Date: November 10th, 2017 2:41 PM
Author: Racy roommate

Lol

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34654855)



Reply Favorite

Date: November 13th, 2017 12:16 PM
Author: magenta cheese-eating rigor plaza

up another 25%

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675605)



Reply Favorite

Date: November 13th, 2017 12:17 PM
Author: mahogany razzle-dazzle spot

JESUS FUCKING CHRIST

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675610)



Reply Favorite

Date: November 13th, 2017 12:18 PM
Author: ebony menage



(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675619)



Reply Favorite

Date: November 13th, 2017 12:38 PM
Author: magenta cheese-eating rigor plaza

up another 15% since this post lol

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675748)



Reply Favorite

Date: November 13th, 2017 12:43 PM
Author: mahogany razzle-dazzle spot

http://www.xoxohth.com/thread.php?thread_id=3790724&mc=42&forum_id=2#34675610

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675780)



Reply Favorite

Date: November 13th, 2017 12:48 PM
Author: magenta cheese-eating rigor plaza

just sold at 44+. if it dips below 40 I'll look to get back in

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675838)



Reply Favorite

Date: November 16th, 2017 6:06 PM
Author: mahogany razzle-dazzle spot

did you buy some more?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703448)



Reply Favorite

Date: December 18th, 2017 1:17 PM
Author: magenta cheese-eating rigor plaza

yeah but not enough

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34949204)



Reply Favorite

Date: November 13th, 2017 12:47 PM
Author: Magical confused school

Fuck I wish I watched TV and stream shit and knew what this company did

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675833)



Reply Favorite

Date: November 13th, 2017 12:56 PM
Author: Passionate massive genital piercing knife

I like it. The key with Roku is not the actual device itself. Although device sales still account for roughly 60% of its revenue, around 80% of its gross profit comes from platform revenue, which includes the money Roku receives from various partners for transaction services, subscriptions, advertising, remote control button invoices. For instance, Amazon pays Roku a certain % for any TVOD purchase or rental made on the Roku platform and % of Prime subscription fee if a customer signs up for a Prime free trial on Roku and subsequently converts to a paid membership. It's a super high margin business as there is very little COGS or operating expenses associates with putting partners on the platform. Roku is smart to focus more on platform revenue vs device sales.

Furthermore, with more people cutting the cord and relying on OTT streaming services for media content, Roku is in a great position as it controls 37% of the U.S. OTT streaming devices market. Amazon Fire TV is in second at 24% market share and Google chromecast is at 18%.



(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34675928)



Reply Favorite

Date: November 16th, 2017 6:16 PM
Author: Vibrant Bistre Antidepressant Drug Gas Station

Wouldn't a company like Samsung want in on this action?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34703493)



Reply Favorite

Date: November 16th, 2017 7:41 PM
Author: Contagious hell background story

just put 5k into this

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34704061)



Reply Favorite

Date: December 17th, 2017 11:35 PM
Author: magenta cheese-eating rigor plaza

nice

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34946169)



Reply Favorite

Date: December 17th, 2017 11:42 PM
Author: Glittery Chocolate Rehab National Security Agency

no idea about the stocks but Roku technology is on another level from amazon (alexa/fire), google (android/chrome), and Apple (iOS/itunes). the other 3 are bigger and better companies but their streaming tv product is bloated, conceptual garbage that's never been proven. Roku is the only thing in existence that actually works right now. the only way anyone catches roku at this point is literally by buying roku.

it's the same exact shit with music and Spotify.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#34946211)



Reply Favorite

Date: January 6th, 2019 8:37 AM
Author: Translucent Stock Car Set

Tidal >> Spotify

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37536745)



Reply Favorite

Date: January 3rd, 2018 12:44 PM
Author: magenta cheese-eating rigor plaza

been neglecting my stock market bros due to crypto but this thing keeps on mooning

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070928)



Reply Favorite

Date: January 3rd, 2018 12:50 PM
Author: magenta cheese-eating rigor plaza

Non sequitur, aren't you the same guy who warned against bitcoin/crypto like 1000% ago? maybe take a little break for awhile and refocus.

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35070993)



Reply Favorite

Date: February 21st, 2018 5:10 PM
Author: diverse overrated parlour

?

also, i owned bitcoin since like 2015, hth

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#35454841)



Reply Favorite

Date: December 12th, 2018 11:02 AM
Author: diverse overrated parlour

? Odd this stopped getting bumped

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37394900)



Reply Favorite

Date: June 14th, 2019 3:16 PM
Author: Buff Zombie-like Crackhouse Psychic

?

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#38389459)



Reply Favorite

Date: December 26th, 2018 10:29 PM
Author: Excitant field



(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37476686)



Reply Favorite

Date: December 26th, 2018 10:31 PM
Author: Flatulent Bat Shit Crazy Main People

lol

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#37476704)



Reply Favorite

Date: July 24th, 2019 10:06 AM
Author: Buff Zombie-like Crackhouse Psychic

oh wow. some folks got murdered itt

(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#38579826)



Reply Favorite

Date: November 3rd, 2022 10:13 AM
Author: diverse overrated parlour



(http://www.autoadmit.com/thread.php?thread_id=3790724&forum_id=2#45429446)