Letters by company

Roku, INC

2 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 argues that a concentrated AI infrastructure trade created dislocations across the rest of the market. It bought GitLab, Adobe, Adyen and Mips on differing AI and valuation theses, funded by sales of Lattice Semiconductor, Disney and Workday plus an Alphabet trim, and expects to retain Fox shares after its Roku acquisition closes. Q2 2026 ADBE $110BADYEN $39BFOX $25BGTLB $7B
Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained SharpSpring, Digital Turbine and PAR Technology despite pandemic-driven pressure, arguing that their balance sheets, management teams and competitive positions could strengthen through the disruption. The portfolio added smaller positions in Uber, Roku, Pinterest and Carvana while emphasizing liquidity, durable business models and selective opportunities created by market panic. Q1 APPS $1.3BCSSE delistedKKR $96BKLR delisted