Roku operates a TV streaming platform and also provides advertising. The company manufactures and sells smart TVs. In addition, Roku offers streaming players that can be plugged in via HDMI ports to other TVs. Listen closely as Brad, Brett, and Ryan dive into what Roku does and how they can continue to grow. As always enjoy the show!

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Timestamps

Company Background | (2:29)

Industry | (9:22)

Management & Ownership | (11:53)

Valuation | (14:04)

Earnings | (15:42)

Balance Sheet | (17:01)

Our Analysis | (19:10)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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