Shares of rocu are still down somewhere in the eighourhood of 70 % from there high. This would be a not insignificant chunk of money that netflicks would have to put forward to acquire rocu. If you guys aren't thinking about this, maybe you should. We know an asupported model is coming on net flakes. Does this, in one fell swoop, solve that challenge for net flacks? It does get them a long way towards having the answer to the problem.
Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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