Oct. 24 at 1:30 PM
$ROKU imagine Meta plugging Roku into their ad network. It would be worth over
$100B to them overnight. Massive massive synergies, the brands are compatible, it compliments other Meta hardware initiatives like the glasses and oculus…immediately giving them a hardware footprint inside the home operating system space. My goodness just imagine what they could do with this business.
This is why I say the business is worth
$75-
$80B to the RIGHT buyer.
Absent that they’ll just keep growing and dominating and create shareholder value the old fashioned way. I’ve got time, no hurry.
