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Stock investing bros: thoughts on ROKU?

they just knocked their first earnings report out of the par...
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
seems dangerous. they ar getting beseiged on all sides, ever...
chrome bat-shit-crazy piazza community account
  11/09/17
this is why i initially stayed away post IPO, but despite al...
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
they win because they are the "neutral" platform o...
chrome bat-shit-crazy piazza community account
  11/09/17
wouldn't that just hurt aapl given roku's popularity?
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
they are ltierally all the same fucking thing bro. they even...
chrome bat-shit-crazy piazza community account
  11/09/17
bro, I get it. but it's not like these competitors' products...
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
brother it sounds like you want to invest. just do it then, ...
chrome bat-shit-crazy piazza community account
  11/09/17
i'm listening to all input
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
Is losing aapl a big deal breaker? Seems like Netflix, Hulu,...
Smoky Mind-boggling Gaming Laptop
  11/10/17
Amazon plans on crushing them
fantasy-prone harsh university gay wizard
  11/09/17
they planned on crushing Netflix too
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
Not really. They planned on goosing their prime numbers.
french voyeur
  11/10/17
The fire stick does not even support YouTube.
Grizzly ticket booth dopamine
  11/09/17
Not sure about Fire Stick but Fire TV does.
fantasy-prone harsh university gay wizard
  11/09/17
They have no competitive advantage and are not differentiate...
green house
  11/09/17
They support a wider range of apps than anyone except Nvidia...
Grizzly ticket booth dopamine
  11/09/17
What's really going to crush them is if they can't expand th...
hyperactive crackhouse halford
  11/10/17
This. In 3 years every TV will be a SmartTV and there will ...
french voyeur
  11/10/17
...
Frisky Startling Locale Doctorate
  11/13/17
There are some companies with ultra valuable IP that are mak...
mustard gunner point
  11/13/17
No
Light Galvanic Quadroon
  11/16/17
Never really looked into this one
mustard gunner point
  11/09/17
comes right after GO and before SHICHI
Blathering orchestra pit feces
  11/09/17
(korean
chrome bat-shit-crazy piazza community account
  11/09/17
Roku comes embedded in a lot of TVs these days. It's pretty...
Rose ceo party of the first part
  11/09/17
its the best interface ive used so far, between apple tv, am...
frozen glittery volcanic crater
  11/09/17
I agree Roku is the best smart tv software.
Wine federal state personal credit line
  11/09/17
Love the product. No idea if it's a wise investment. Seems l...
stubborn hairraiser laser beams national
  11/09/17
This thread convinced me to cop a Roku. Make of that what yo...
tan doobsian telephone field
  11/09/17
I'm glad some actual owners of the product showed up itt and...
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
You're late to the party
Fear-inspiring site
  11/09/17
won't matter if the party never ends
wonderful well-lubricated candlestick maker athletic conference
  11/09/17
up another 21% today heh
wonderful well-lubricated candlestick maker athletic conference
  11/10/17
flame
fantasy-prone harsh university gay wizard
  11/10/17
https://finance.yahoo.com/quote/ROKU?p=ROKU
wonderful well-lubricated candlestick maker athletic conference
  11/10/17
FMA
fantasy-prone harsh university gay wizard
  11/10/17
BUY NOW
chrome bat-shit-crazy piazza community account
  11/10/17
? I bought at 32 and change
wonderful well-lubricated candlestick maker athletic conference
  11/13/17
lol now that's what you call double irony
wonderful well-lubricated candlestick maker athletic conference
  01/03/18
Lol
charismatic ape meetinghouse
  11/10/17
up another 25%
wonderful well-lubricated candlestick maker athletic conference
  11/13/17
JESUS FUCKING CHRIST
fantasy-prone harsh university gay wizard
  11/13/17
...
Pearl Floppy Indian Lodge
  11/13/17
up another 15% since this post lol
wonderful well-lubricated candlestick maker athletic conference
  11/13/17
http://www.xoxohth.com/thread.php?thread_id=3790724&mc=4...
fantasy-prone harsh university gay wizard
  11/13/17
just sold at 44+. if it dips below 40 I'll look to get back ...
wonderful well-lubricated candlestick maker athletic conference
  11/13/17
did you buy some more?
fantasy-prone harsh university gay wizard
  11/16/17
yeah but not enough
wonderful well-lubricated candlestick maker athletic conference
  12/18/17
Fuck I wish I watched TV and stream shit and knew what this ...
mustard gunner point
  11/13/17
I like it. The key with Roku is not the actual device itself...
Zippy nursing home
  11/13/17
Wouldn't a company like Samsung want in on this action?
brilliant concupiscible native haunted graveyard
  11/16/17
just put 5k into this
thriller useless brakes
  11/16/17
nice
wonderful well-lubricated candlestick maker athletic conference
  12/17/17
no idea about the stocks but Roku technology is on another l...
Frum tanning salon
  12/17/17
Tidal >> Spotify
canary weed whacker
  01/06/19
been neglecting my stock market bros due to crypto but this ...
wonderful well-lubricated candlestick maker athletic conference
  01/03/18
Non sequitur, aren't you the same guy who warned against bit...
wonderful well-lubricated candlestick maker athletic conference
  01/03/18
? also, i owned bitcoin since like 2015, hth
chrome bat-shit-crazy piazza community account
  02/21/18
? Odd this stopped getting bumped
chrome bat-shit-crazy piazza community account
  12/12/18
?
cracking faggotry sanctuary
  06/14/19
...
Bearded Dilemma
  12/26/18
lol
rusted toaster
  12/26/18
oh wow. some folks got murdered itt
cracking faggotry sanctuary
  07/24/19
...
chrome bat-shit-crazy piazza community account
  11/03/22


Poast new message in this thread



Reply Favorite

Date: November 9th, 2017 11:48 AM
Author: wonderful well-lubricated candlestick maker athletic conference

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: chrome bat-shit-crazy piazza community account

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: wonderful well-lubricated candlestick maker athletic conference

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: chrome bat-shit-crazy piazza community account

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: wonderful well-lubricated candlestick maker athletic conference

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: chrome bat-shit-crazy piazza community account

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: wonderful well-lubricated candlestick maker athletic conference

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: chrome bat-shit-crazy piazza community account

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: wonderful well-lubricated candlestick maker athletic conference

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: Smoky Mind-boggling Gaming Laptop

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: fantasy-prone harsh university gay wizard

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: wonderful well-lubricated candlestick maker athletic conference

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: french voyeur

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: Grizzly ticket booth dopamine

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: fantasy-prone harsh university gay wizard

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: green house

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: Grizzly ticket booth dopamine

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: hyperactive crackhouse halford

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: french voyeur

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: Frisky Startling Locale Doctorate



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



Reply Favorite

Date: November 13th, 2017 12:46 PM
Author: mustard gunner point

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: Light Galvanic Quadroon

No

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



Reply Favorite

Date: November 9th, 2017 12:01 PM
Author: mustard gunner point

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: Blathering orchestra pit feces

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: chrome bat-shit-crazy piazza community account

(korean

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



Reply Favorite

Date: November 9th, 2017 12:11 PM
Author: Rose ceo party of the first part

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: frozen glittery volcanic crater

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: Wine federal state personal credit line

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: stubborn hairraiser laser beams national

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: tan doobsian telephone field

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: wonderful well-lubricated candlestick maker athletic conference

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: Fear-inspiring site

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: wonderful well-lubricated candlestick maker athletic conference

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: wonderful well-lubricated candlestick maker athletic conference

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: fantasy-prone harsh university gay wizard

flame

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



Reply Favorite

Date: November 10th, 2017 2:41 PM
Author: wonderful well-lubricated candlestick maker athletic conference

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: fantasy-prone harsh university gay wizard

FMA

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



Reply Favorite

Date: November 10th, 2017 4:28 PM
Author: chrome bat-shit-crazy piazza community account

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: wonderful well-lubricated candlestick maker athletic conference

? 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: wonderful well-lubricated candlestick maker athletic conference

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: charismatic ape meetinghouse

Lol

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



Reply Favorite

Date: November 13th, 2017 12:16 PM
Author: wonderful well-lubricated candlestick maker athletic conference

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: fantasy-prone harsh university gay wizard

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: Pearl Floppy Indian Lodge



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



Reply Favorite

Date: November 13th, 2017 12:38 PM
Author: wonderful well-lubricated candlestick maker athletic conference

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: fantasy-prone harsh university gay wizard

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: wonderful well-lubricated candlestick maker athletic conference

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: fantasy-prone harsh university gay wizard

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: wonderful well-lubricated candlestick maker athletic conference

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: mustard gunner point

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: Zippy nursing home

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: brilliant concupiscible native haunted graveyard

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: thriller useless brakes

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: wonderful well-lubricated candlestick maker athletic conference

nice

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



Reply Favorite

Date: December 17th, 2017 11:42 PM
Author: Frum tanning salon

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: canary weed whacker

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: wonderful well-lubricated candlestick maker athletic conference

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: wonderful well-lubricated candlestick maker athletic conference

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: chrome bat-shit-crazy piazza community account

?

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: chrome bat-shit-crazy piazza community account

? 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: cracking faggotry sanctuary

?

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



Reply Favorite

Date: December 26th, 2018 10:29 PM
Author: Bearded Dilemma



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



Reply Favorite

Date: December 26th, 2018 10:31 PM
Author: rusted toaster

lol

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



Reply Favorite

Date: July 24th, 2019 10:06 AM
Author: cracking faggotry sanctuary

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: chrome bat-shit-crazy piazza community account



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