Added 40 Shares of ROKU @$120

Roku beat their outlook for revenue, gross profit, and adjusted EBITDA and increased revenue and gross profit outlook for 2019 (they also raised guidance last quarter). The stock is down about 15% since the report, but I don’t see anything wrong with the report or their business. The world is clearly moving away from linear TV and to Connected or OTT viewing. Roku and TTD stand to be major benefactors of that.

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