Our Position Roku is roughly a 4% position in our portfolio. Investors have liked this earnings report a lot as the stock is up 17% during after hours trading. Remember overreactions to the upside and the downside tend to happen after earnings and other big events so don’t feel rushed to jump into a Roku position. It’s also important not to “price anchor” and refuse to invest in an outstanding business just because the price has gone up. That mindset would have caused investors to miss a more than 286% gain YTD
ROKU Q2 2019 Earnings Update
ROKU Q2 2019 Earnings Update
ROKU Q2 2019 Earnings Update
Our Position Roku is roughly a 4% position in our portfolio. Investors have liked this earnings report a lot as the stock is up 17% during after hours trading. Remember overreactions to the upside and the downside tend to happen after earnings and other big events so don’t feel rushed to jump into a Roku position. It’s also important not to “price anchor” and refuse to invest in an outstanding business just because the price has gone up. That mindset would have caused investors to miss a more than 286% gain YTD