Replies to post #177 on Equity Field Notes from temporal sources

[DanWebzster]

ROKU 5/18 Citron announced they had covered their short and went long

ROKU is the only pure play OTT player that generates ad rev.

ROKU reported $225mn in ad revenue during 2017. The TAM is ~70B

The Disney acquisition of DTC streaming service BAMTech implies that ROKU MC should approach $500 per subscriber

ROKU would be a natural choice for a take-out by NFLX.

2/5/8/11 week #2