Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Roku (ROKU)

Market Insanity

Roku (ROKU) and Netflix (NFLX) are Data Companies

Today, people pay streaming services such as Netflix (NFLX), Roku (ROKU), Disney+ (DIS), and Amazon Prime for the privilege of harvesting their data. Netflix’s value, in particular, comes from its ability to harvest more and more data.

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Long Ideas

Is Roku Making Money from TV?

There were over 50 million active Roku accounts in the fourth quarter of 2020, Roku estimates. Roku also estimates its users streamed 58.7 billion hours of TV in 2020. A Roku press release claims the amount of hours streamed grew by 55% between fourth quarter 2019 and fourth quarter 2020.

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