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No. of Recommendations: 8
Long Roku, and this article goes over some of the possibilities of Comcast buying Roku, which I don't think would be a good fit for either. I'm hoping it doesn't happen, as Roku has a tremendous path to growth internationally and with new branded content. With Roku on a tear lately, this may have had a bit to do with it.

https://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-o...

R4M (Long Roku, largest position 12%)
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