Deep Dive: Roku
Listen On: Spotify Apple Podcasts Google Podcasts Show Notes (Ryan) What they do: Roku is a leading TV streaming platform. It’s an end-to-end solution for connected TV. So users can buy a Roku TV (which is manufactured by TCL) or they can buy a Roku stick and plug it into an existing TV’s HDMI port. Both of these are ways of accessing the Roku operating system. This is an iPhone-like layout on the TV that allows users to select OTT media apps. Disney+, Netflix, ESPN, YouTube,
Episode 117: Roku, FuboTV, and CTV with Rick Munarriz
Listen on: Spotify Apple Podcasts Debrief Great interview with Rick this week. He is a longtime employee at the Motley Fool, and is very knowledgeable on the streaming video market. He shared some of his thoughts on Roku, Fubo, where Netflix and Disney are going, plus answered our questions about his background and how he got to the Motley Fool. After the interview, Ryan and I discussed the rise in convertible notes, the new Amazon book, the Acorns SPAC, the 125th anniversary
Episode 87: Talking with Matt Cochrane and The Science of Hitting
On episode 87 we had a fantastic hour-long discussion with Matt Cochrane from 7investing and The Science of Hitting (his Twitter pseudonym). We covered Comcast vs. Roku, whether Facebook’s headwinds are overblown, and the battle between fintech and the big banks. I learned a ton from this discussion and think any listener will too. YouTube Link (Interview is audio-only) Spotify Link Screenshot Summary Brett’s news story: Can browsing eCommerce make it in the west? (1:53) Ryan
Own Companies That Feel Inevitable
I saw a tweet the other day that said “invest in companies that feel inevitable.” The author is slipping my mind, but whoever it was, thank you, but I have an addendum to improve it: “Invest in companies that feel inevitable but are misunderstood by the market” “Inevitable” companies (or, maybe, Thano’s companies?) have historically treated investors kindly if bought at the right price. But what do I mean by an inevitable company that is misunderstood? That’s a tough question
Why My Portfolio Was Built for the Pandemic
I’ve said it before, but my portfolio was built for the pandemic. For whatever reason, the businesses I like to invest in are doing well in these volatile times. But what has made these stocks strong, while others have suffered? Was it just luck, or was there skill on my part? I’d like to think it was a little bit of both, but who knows, introspection is tough. I didn’t position my portfolio for a pandemic-induced recession (if someone told you they did, they are probably lyi