Roku diskutieren

Introduction

Roku (ROKU) is a company for the flexible of mind. This company is not at all what it was when it had its IPO just three years ago. I think a lot of investors have trouble keeping up with the pace of innovation of Roku and struggle to see the value and the moat. In this article, I'll try to explain the company's strengths, and I will couple it with recent developments that only show clearer where Roku is going.

Roku has been a pick in Potential Multibaggers, my marketplace, since February 2020, and it has almost doubled since then (it's up 97%). But I think there is a lot more growth left for this company, and I wanted to share with you why that is so. But before we look at the story of today, we go back in history a bit to see where the company comes from.

The origins of Roku

Roku was founded by current chairman and CEO Anthony Wood:

As Michael Liedtke of Associated Press wrote succinctly in 2014:

You know what often happens with best supporting actors: if they execute well, they can become stars in their own right.

Just as most visionary leaders, Anthony Wood has a very interesting history. Roku is not his first business, it's his sixth, and therefore, he named the company Roku. It's the Japanese word for 6.

Wood is credited with inventing and commercializing the DVR, the digital video recorder, in the late 1990s with his company ReplayTV. As a ...
... https://seekingalpha.com/article/4378595-buy-roku-new-developments-show-you-why