We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.'s share was trading at $96.79 as of November 28th. ROKU’s forward P/E was 84.03 according to Yahoo Finance. Copyright: antonioguillem / 123RF Stock Photo Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. ROKU is increasingly emerging as a meaningful player in the broad ...

Group 1 - Harding Loevner's Global Equity Strategy reported a gross return of 2.62% and a net return of 2.52% for Q3 2025, underperforming the MSCI All Country World Index and MSCI World Index which returned 7.74% and 7.36% respectively [1] - Year-to-date, the strategy has risen 10.61% net, compared to 18.86% and 17.83% for the respective indexes [1] - The last six months have been noted as one of the strongest momentum phases in over 70 years, with high-momentum stocks outperforming low-momentum stocks by 45 percentage points, largely driven by advancements in AI [1] Group 2 - Netflix, Inc. (NASDAQ:NFLX) experienced a one-month return of -5.23% and a 52-week gain of 13.26%, closing at $103.96 per share with a market capitalization of $440.51 billion on December 3, 2025 [2] - Despite Netflix's subscriber growth and resilience in revenue amidst slower consumer spending, the stock's performance was affected by high market expectations, leading to a pullback from earlier gains [3] - Netflix is ranked 14th among the 30 Most Popular Stocks Among Hedge Funds, with 154 hedge fund portfolios holding the stock at the end of Q3, an increase from 133 in the previous quarter [4]

Core Viewpoint - Warner Bros. Discovery (WBD) is exploring a sale process for its assets, attracting bids from major companies like Paramount, Comcast, and Netflix due to its extensive library of popular film and television content [2][4]. Group 1: Sale Process and Bidders - Paramount made an initial offer in September to acquire WBD, prompting the company to officially explore a sale process [2]. - WBD plans to complete the sale process by mid-to-late December, having received second-round bids from potential buyers [4]. - Comcast is interested in WBD's assets but is not keen on its cable networks, proposing a clause that allows WBD to spin out its cable networks before the acquisition closes [7][8]. Group 2: Content Library and Strategic Fit - WBD's content library includes major franchises such as DC superheroes, Harry Potter, and Game of Thrones, making it an attractive acquisition target [3]. - Comcast's acquisition of WBD would enhance its streaming service Peacock, which currently has 41 million subscribers and lacks original content [8]. - Paramount aims to bolster its franchise output by acquiring WBD's library, which could significantly enhance its portfolio [25][29]. Group 3: Netflix's Position - Netflix, initially seen as a potential bidder to drive up prices, has made a cash bid for WBD's streaming and studio assets, despite its historical reluctance to engage with legacy media networks [16][19]. - The acquisition of WBD's content library would provide Netflix with established franchises, but concerns exist regarding how Netflix would manage WBD's theatrical legacy [19][22]. Group 4: Industry Dynamics and Future Implications - The merger of WBD with any of the bidders could lead to a reduction in the number of films and TV productions, impacting content availability for consumers [28]. - Paramount's interest in acquiring WBD includes its cable networks, which would enhance its news and sports coverage significantly [29][30].

Group 1 - Amazon.com is launching a dedicated news tab on its Prime Video streaming service [1] - The news tab will be available to all U.S. customers for free by the end of the year [1]

Netflix Inc (NASDAQ: NFLX) slipped over 5% this morning following news that Reed Hastings, cofounder and current chairman of the streaming giant, has trimmed his stake in the firm by 99%. According to... ...

Core Idea - Pluto TV is launching a new holiday campaign titled "The Holidays Are Brutal," offering a unique way to celebrate the season by providing free access to action-packed content and rage rooms for stress relief [1] Group 1: Holiday Campaign - The campaign aims to address the stress associated with the holiday season, characterized by high prices, crowded travel, and family dynamics [1] - Pluto TV is offering a collection of over 70 action films and comedies, including titles like *Charlie's Angels, Bad Boys, Rush Hour,* and *Gladiator*, to provide viewers with an adrenaline-filled escape [1][1] - The initiative includes "Rage Rooms" in various cities where participants can physically release holiday stress by smashing items in a controlled environment [1] Group 2: Rage Rooms Details - The "Holidays Are Brutal Rage Rooms" will be available starting December 11 in multiple locations, including New York, Dallas, Chicago, Houston, Atlanta, Philadelphia, Los Angeles, Washington D.C., Raleigh-Durham, and Phoenix [1] - Participants can engage in activities such as smashing ornaments and drop-kicking wrapping paper disasters while enjoying scenes from action films [1] Group 3: Company Background - Pluto TV is a free streaming service owned by Paramount, recognized as a leader in the global free streaming television market [1] - The service is part of Paramount's Direct To Consumer division, which encompasses a wide range of media and entertainment brands [1]

Key Points Roku stock brings double-digit streaks of double-digit growth into the year ahead. The platform remains popular, with consumption of its streaming operating system up 14% over the past year. The success of a new service it launched this past summer and a partnership it entered into with Amazon will dictate how 2026 plays out. 10 stocks we like better than Roku › If you're channel surfing through stocks to consider buying heading into 2026, Roku (NASDAQ: ROKU) might surprise you. The st ...

Core Insights - The article highlights two growth stocks, Netflix and Shopify, that are expected to deliver significant returns by 2030, emphasizing their strong market positions and growth potential. Netflix - Netflix has shown exceptional investment returns, with a $1,000 investment 10 years ago now worth $8,600, showcasing its compounding growth [2] - The company has over 300 million members but captures only about 7% of global entertainment spending and 10% of TV viewing time, indicating room for growth [3] - Netflix spent $17 billion on content production last year, funded by operating cash flow, providing a competitive edge over less profitable companies [3] - The company is focusing on maximizing long-term revenue rather than just member growth, with consistent double-digit revenue growth [5] - Netflix's advertising strategy is expected to double ad revenue by fiscal year 2025, contributing to profit growth [5] - Analysts project free cash flow to increase from $9 billion in 2025 to over $20 billion by 2029, representing a 22% annualized growth rate [6] Shopify - Shopify transformed a $1,000 investment into $59,000 over the past decade, establishing itself as the go-to platform for online merchants [7] - The company is integrating AI tools to enhance online business operations, positioning itself to capitalize on a $6 trillion global e-commerce market [7] - Shopify is experiencing strong growth with a 32% year-over-year revenue increase in the last quarter, indicating significant future opportunities [9] - Free cash flow surged 20% year-over-year, reaching $1.9 billion on a trailing 12-month basis, allowing for further investment in AI technologies [10] - Analysts expect Shopify's free cash flow to grow at a 28% annualized rate through 2029, potentially reaching $5.5 billion in four years [11]

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -0.88% (net) during the third quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has significant exposure to AI, its underweight to the most speculative momentum-driven parts of the trade was a headwind to performance. In addition, please check the fund’s t ...

Personal finance expert Dave Ramsey believes a sole investment in bitcoin without understanding the high risk is a dumb idea. He might not be entirely off the mark, either. Yes, digital assets like crypto can strike gold, but more often than not, buying and selling them comes at a higher cost than you planned. Consider This: 13 Cheap Cryptocurrencies With the Highest Potential Upside for You Read Next: 6 Things You Must Do When Your Savings Reach $50,000 There is no getting around the fact that bitcoin is ...