We came across a bullish thesis on Roku, Inc. (ROKU) on The Finance Corner’s Substack by Kostadin Ristovski. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc. (ROKU)’s share was trading at $74.6 as of 5th June.

Close up of a hand holding a tablet device with video services streaming.
Roku, much like the classic razor-and-blades model, has positioned itself as a hardware gateway to a highly monetizable software ecosystem. Initially launched in 2008 to support...



