Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)

Roku operates two segments, Platform and Player.  In other words, the company offers products and services in the television/streaming industry. Roku was founded in October 2002 in San Jose, California. Listen as Brett and Ryan ask Alex questions about the company, its business model, and valuation. Enjoy the show! ***************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Alex's work? Follow him on Twitter here: https://twitter.com/TSOH_Investing?s=20&t=mFAJXmIT3_snJc9jSXdlkw Contact us: chitchatmoneypodcast@gmail.com Timestamps Roku | (5:21) International Expansion | (23:12) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.