Not investing advice, but usually "The Money to Be Made" is found in non-obvious/non-knee-jerk reactions. Roku wasn't priced the way it was because of the cash

Not investing advice, but usually "The Money to Be Made" is found in non-obvious/non-knee-jerk reactions. Roku wasn't priced the way it was because of the cash on its balance sheet, it was/is priced on earnings, for example.