Is Roku another TiVo?
Great idea, but not enough of a moat to keep the bigger players from moving beyond what Roku offers?
What does Roku offer that can’t be duplicated by a big, or many bigger fish?
Is this a case of Roku’s success costing them in the longer term as their business model is easily bypassed by others that see how profitable the business model really is?
I don’t know, but for now I agree that playing the TTD side of this is the safer play.
One interesting note, Roku hit its 50 DMA today. The 200dma is way way down around 78 bucks, so the rise YTD has been almost straight up until now.