Letters by company
Roku, INC
4 letters discussing ROKU. Everything written about it on this site is on its ticker page.
- RGA Investment Advisors AI Bottleneck Mania: Crashing Up, and the Opportunities Left Behind RGA Investment Advisors bought GitLab, Adobe, Adyen and Mips after AI-driven market concentration created dislocations outside data-center infrastructure. The firm funded the purchases by selling Lattice Semiconductor, Disney and Workday, trimming Alphabet, and expects to retain Fox shares following its acquisition of Roku. Q2 2026 ADBE $90BADYEN $31BFOX $24B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2025 O'Keefe Stevens Advisory argues that punitive reactions to earnings misses require tighter position sizing and create opportunities to add to businesses facing temporary setbacks. It defends Donnelley Financial’s software growth, remains bullish on Five Point Holdings, and initiated positions in BMW, Mercedes-Benz and Compass Minerals. Q1 2025 BMW CMP $964MDFIN $1.2B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2024 Graftech remains a core activist situation, with O'Keefe Stevens backing Nilesh Undavia for the board and arguing that shareholder accountability can improve a business facing operational setbacks. The portfolio initiated AerCap, retained BGC Group ahead of the FMX launch, and identified research opportunities in eXp Realty, Roku and Blackbaud. Q1 2024 EAF $230MBGC $5.3BBLKB $2B
- Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained major positions in SharpSpring, Digital Turbine and PAR Technology, arguing that their balance sheets, management teams and competitive positions can withstand the pandemic disruption. It added smaller positions in Roku, Pinterest and Carvana while emphasizing businesses with variable costs and sufficient liquidity. Q1 2020 APPS $1.3BKKR $80BPAR $611M
