$ROKU Sharing my research here; for the last 14 month I had planned to slowly exit Roku on this day, assuming it would be a nice hold, but not the meteoric growth story it had been. plans change. Two mains reasons. 1. Noticeably absent in guidance was international, but the execution was undeniable. Comments on Mexico, Brazil, Canada etc were resoundingly positive. My dd in this area has the addition of 15 million intl subs that will account for 40% revenue by 2022. 2. Linear to OTT ad shift will move from 7 to 20 billion in next 18 months, comments on Dataxu confirms Roku is poised to capture a healthy slice. Guidance was understated imo. Easy double in 18 months. Congrats bulls who held the stock on research.
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