### Comment:
If you don’t have a better opportunity I would just hold on to all of it. Roku isn’t even that overvalued tbh, it’s only at 15 p/s. Shit like visa is at 20 p/s and Roku has way more rev growth.

### REPLY:
Yeah, I think SHOP is valued at 30x. So 15x isn't bad. But the numbers are kind of misleading, like a third of ROKU's revenue is from hardware, where they're eating a $200m annual loss on when you factor in R&amp;D costs. So the multiple increases from 15x to 25x when you look at just the advertising numbers. 
  
 I think I'm going to hold and start adding if we drop sub $90 again.

### END.