Roku: A Consumer's Guide to Investing in Roku

Andy Swan: Roku is in the middle of this huge cord cutting trend that you guys are also seeing on like folio. We loved Roku purchasing to it and pull back I think by 50% or something. But purchasing tent mentions unlike folio were just absolutely going through the roof. And so it's nice to get into a stock when it has those macro tailwinds of consumer behavior plus it's a best of breed product that holds up well under growth conditions.