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No. of Recommendations: 10
This is what happens when you have a biz that is not your core biz ---- and CTV is NOT a core biz to Google.

This point cannot be stressed enough!
I consistently hear the argument that ROKU is playing in waters with AMZN, GOOGL, AAPL... the deepest pocket companies in the world but they have no focus on CTV!
Anthony Wood has lived and breathed this space for 20+ year and now the monster tailwind has hit.
As displayed in the last Qs numbers, as you mentioned, this is accelerating!
ROKU is my largest position as well.
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