Apr. 24 at 4:54 PM
$ROKU these Morningstar reports are comical.
Economic moat: “None”
100M households use Roku and growing. No moat? 🤡
Stewardship: “Standard”
Anthony Wood took this from idea to multi billion dollar public company. Grew it every single year from scratch. Bested every single big tech company in the space. Again, 🤡
Fair value:
$85
This business is worth
$500 a share to the right buyer TODAY. In a few years make it
$1000 a share.
🤡🤡🤡
Uncertainty: “very high”
Actually, no, wrong again. 10 years ago I would’ve agreed. There is no more head scratching, no more debate. Roku is king and is here to stay.