MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Is Roku Worth Investing In?
Roku is a company i think potential to be of really good company. I can't help but think about the environment we've seen the last couple of years. When interest trates are higher, every financial instrument, including and especially equities, gets less valuable. So from that point of view, this correction is quite rational. It's exciting time, because you want to figure out which of these companies actually do have a moat and are thrown out.
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