### Comment:
It’s simple.. no TV manufacturer has created a good OS, ROKU is bringing in close to a billion in advertisement revenue and 1/3 TVs last qtr sold had roku built in. They have a smart management team it seems.. they fuckin have no debt... the only company I can think of that has a product that no one else can make is Tesla and google... other FAANG shit isn’t really all that technically amazing other then being a well managed company with public interest

### REPLY:
I was looking into roku after its ER but one of the things that really threw me off was that even though it has no debt. It raises quite a bit of cash through public share offerings which hides skews its sales efficiency.

### END.