Roku’s been frustrating to hold, no doubt, but I still see a lot of potential. Closing in on 100 million households and sitting right in the middle of the programmatic ad bo-m is a big deal. Yeah, I admit, the dilution and spending issues are real, but the growth runway is hard to ignore. At under 3x sales, the stock actually looks pretty reasonable at this point if management can rein it in. I'm hoping my patience pays off.
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