TMFCheesehead

Boards Post

TMFCheesehead posted to the Saul's Investing Discussions board. 10:54 AM

Quick PagerDuty (PD) notes

Greetings Fools,

I'm not sure how much PagerDuty has been talked about here, but wanted to provide some details around the company's earnings while everyone goes bonkers over BYND and ZM today.

For those unfamiliar, [more]

Boards Post

TMFCheesehead posted to the Saul's Investing Discussions board. 12:34 PM

Antifragile Framework - 4 Yrs Later

The following my be off-topic. If so, feel free to delete it. Using this framework has led me to invest in many of the same stocks Saul and others discuss at length on this board, and it offers another mental model for evaluating [more]

Boards Post

TMFCheesehead replied to the Saul's Investing Discussions board. 12:32 PM

Re: Roku question

Bear,

I might repeat some of what Dreamer said, but my takeaway:

1) There are still lots of people that do view ad-supported stuff on Roku (most notably YouTube)
2) If you were to sign up for a subscription via Roku (like NFLX [more]