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No. of Recommendations: 5
I guess you can say I'm not going to have my conviction in my ROKU position so easily shaken by one post.

Hi 12x,
I wasn't trying to shake anyone's conviction. It was my own that was shaken and I was asking others what I was missing, because a company with 39% gross margins (and falling) and growing at 49% per year, with lots of losses, which were growing, and a confusing earnings report, didn't seem like our kind of company. It may do great, and I hope so, because I wish that everyone on the board does well.
Saul
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