
Roku – The Stock Is Too Rich For My Tase
Roku Inc (ROKU) $98 – Nothing compelling about the company Industry/Sector/Type – Streaming/connected TV Biggest catalyst for the stock – Cord cutting, for those who

Roku Inc (ROKU) $98 – Nothing compelling about the company Industry/Sector/Type – Streaming/connected TV Biggest catalyst for the stock – Cord cutting, for those who

Netflix’s Giant Strides Jumping from a mail order DVD minnow to a giant media conglomerate with about 35% of the US streaming market in about

Roblox (RBLX) $95 Industry/Sector/Type – Video games platform/YouTube for games/Secular growth Investment case: Roblox’s user‑generated content platform where creators build games monetize it via its

SoFi Technologies (SOFI) $26.14 SOFI – Q3 2025 earnings. SOFI’s superb quarter beat on earnings, revenue and guidance: Adjusted net revenue grew 38% YoY to

The Trade Desk (TTD) $43.50, more than a GARP. Industry/Sector/Type – – – Ad Tech/Secular growth, facing a slowdown…GARP Biggest catalyst for the stock –

Meta’s Q3 results Like its other M-7 counterparts, Meta Platform too, delivered a great Q3-2025. However, the markets didn’t like it for three reasons. a)

Reddit (RDDT)Â declared excellent Q3-2025 results: Q3 GAAP EPS of $0.80 grew 5-Fold and crushed estimates by $0.28Â Revenue of $585M grew 68% Y/Y and
06/26/2025 Trade Alert: Bought Duolingo (DUOL) $403 I had posted about, bought, and recommended Duolingo several times in the past year, initially buying at $186,

05/21/2025 Alphabet (GOOG) $170 I’ve owned Alphabet for a while, and I think the price doesn’t fully reflect its dominance and leadership in Search, YouTube,

Alphabet GAAP EPS of $2.81 beats by $0.80, revenue of $90.23B beats by $1.08B According to Alphabet’s Press Release On Seeking Alpha Revenue of $90.23B