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My number one buy right now is Roku. Down 75% from the COVID high with low debt and the best product on the market. I fully believe they will win the TVOS wars,

My number one buy right now is Roku. Down 75% from the COVID high with low debt and the best product on the market. I fully believe they will win the TVOS wars, which have untold billions at stake for advertising and data capture.

mcculley 4y ago
What does winning look like to you? I cannot imagine, for example, Apple pulling out of this war. Do you think other TVOS players will still be around?
- ramesh31 4y ago
  Apple will be the Apple of the market, as they always are. The high end 25%. But Android TV is an absolute trainwreck. The level of lag is simply unnaceptable. And if there’s one thing that drives consumers nuts, it’s input lag. People will vote when they buy a TV. Roku is feature-for-feature a superior platform, with better performance, higher device penetration [0] and at a lower price. The only reason Google has gotten as far as they have is due to existing monopoly forces. [0] https://thedesk.net/2022/10/roku-amazon-market-share-domestic-q3-2022-parks-associates/ https://thedesk.net/2022/10/roku-amazon-market-share-domesti...
  - coding123 4y ago
    I keep buying Rokus. I think I'm on my 3rd one.
  - bombcar 4y ago
    Most everyone I know just casts from their phone via whatever. The smart TV is basically dead except for that.
sokoloff 4y ago
As a long-time (multi-decade) and very happy TiVo user, I'm a lot surprised and a little dismayed that they seem to have so badly fumbled the head-start they had in the battle for the better set-top box experience.
- etempleton 4y ago
  TiVo has missed the window to pivot a few times. I am surprised they still exist as a company.
etempleton 4y ago
I am very low on Roku. Not saying they won’t rebound some, I just don’t see what they offer over any of their competition. They sell cheap bottom barrel ad inventory. That is it. There is a limit to the growth there.
twblalock 4y ago
Pretty much every TV on sale today is a "smart" TV. Roku needs to convince customers that they should buy their device too. That is increasingly becoming a tough sell.
DelaneyM 4y ago
Roku's best bull case (IMO) is as an acquisition. Which is not improbable!
deleted 4y ago
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blindriver 4y ago
My number one trade is shorting Tesla. I've been short via puts since over $300 and recently rolled over my position to extend the expiration to June. I think $100 is easily in range, giving Tesla a market cap over $300B which is still ridiculous. Good luck on your ROKU but I personally feel like that's dead money. They are basically another TIVO and they are a small player that will likely get bought, but not from a position of strength but from weakness. But different opinions are what makes a market, so good luck!

mcculley 4y ago

What does winning look like to you? I cannot imagine, for example, Apple pulling out of this war. Do you think other TVOS players will still be around?

ramesh31 4y ago
Apple will be the Apple of the market, as they always are. The high end 25%. But Android TV is an absolute trainwreck. The level of lag is simply unnaceptable. And if there’s one thing that drives consumers nuts, it’s input lag. People will vote when they buy a TV. Roku is feature-for-feature a superior platform, with better performance, higher device penetration [0] and at a lower price. The only reason Google has gotten as far as they have is due to existing monopoly forces. [0] https://thedesk.net/2022/10/roku-amazon-market-share-domestic-q3-2022-parks-associates/ https://thedesk.net/2022/10/roku-amazon-market-share-domesti...
- coding123 4y ago
  I keep buying Rokus. I think I'm on my 3rd one.
- bombcar 4y ago
  Most everyone I know just casts from their phone via whatever. The smart TV is basically dead except for that.

sokoloff 4y ago

As a long-time (multi-decade) and very happy TiVo user, I'm a lot surprised and a little dismayed that they seem to have so badly fumbled the head-start they had in the battle for the better set-top box experience.

etempleton 4y ago
TiVo has missed the window to pivot a few times. I am surprised they still exist as a company.

etempleton 4y ago

I am very low on Roku. Not saying they won’t rebound some, I just don’t see what they offer over any of their competition. They sell cheap bottom barrel ad inventory. That is it. There is a limit to the growth there.

twblalock 4y ago

Pretty much every TV on sale today is a "smart" TV. Roku needs to convince customers that they should buy their device too. That is increasingly becoming a tough sell.

DelaneyM 4y ago

Roku's best bull case (IMO) is as an acquisition. Which is not improbable!

deleted 4y ago

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blindriver 4y ago

My number one trade is shorting Tesla. I've been short via puts since over $300 and recently rolled over my position to extend the expiration to June. I think $100 is easily in range, giving Tesla a market cap over $300B which is still ridiculous. Good luck on your ROKU but I personally feel like that's dead money. They are basically another TIVO and they are a small player that will likely get bought, but not from a position of strength but from weakness. But different opinions are what makes a market, so good luck!