Bearish
$ROKU If you're wondering why I'm bearish, take a look at this EBITDA YoY. While there's significant revenue increase, I don't find that to be sustainable in a crowded marketplace with disney, apple, amzn, etc etc. -.13 eps is never good enough for me. And I don't like comparing EBITDA but it's whatever Munger. -6% to -12% tomorrow into long weekend.
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