ROKU INC ROKU

January 07, 2022 - 4:54pm EST by

member

						2022	2023
Price:		180.00		EPS		0	0
Shares Out. (in M):		143		P/E		0	0
Market Cap (in $M):		25,858		P/FCF		0	0
Net Debt (in $M):		-2,089		EBIT		0	0
TEV (in $M):		23,770		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 57 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
47	member 4/02/14 8:13AM RE: RE:the opposing view 46
Yes, IWM appears to be very overvalued. But the place where I see the most extreme bubble-type behavior is in acquisitions of private tech companies and tech IPO's. FB just bought Oculus VR for $2B and... login to read the rest view available tags
46	member 4/01/14 10:26PM RE:the opposing view 45
Anyone have a valuation view on Russell/iwm being failrly or undervalued ? The discusion has gone to hyperinflation, basis risk in a levered portfolio, true versus speculative hedging. All inteesting discussions but kind of irrelevant to view available tags
11	member 3/29/14 7:16PM Why are you 100% net long?
Lincott, If your benchmark is the broad US stock market, say the S&P 500, it seems like overall market valuation is the most relevant when determining your % net long. Looking at your graphs for overall... login to read the rest view available tags
7	member 3/29/14 5:46PM Great food for thought
Ive been pondering this stuff as well recently. Trying to figure out how to position myself and my family's wealth. This writeup and the r2k writeup from a few months back were very helpful Thanks view available tags
5	member 3/29/14 2:03PM Thanks
Great writeup. I gave this a 7 on analysis and a 6 on performance. I dont normally care about ratings and I dont put much thought into them - but I don't get the 4.2... login to read the rest view available tags
2	member 3/28/14 11:36PM Good write up
The iwm and this write up lay out the logical case for relative and absolute overvaluation in this segment of the equity markets. The VIC ratings confirm my beliefs most ratings are story based - a... login to read the rest view available tags

load more messages