@DanJoshuaRubin @BlueHarbinger @cperruna @PatternProfits @Richard @TMLTrader @StockNovice @adventuresinfi @Beth_Kindig @StackInvesting @RichardMoglen @andrescardenal @canuck2usa @cfromhertz @MadsC007 @MadMraket @dannyvena @alphacharts365 @MartyChargin And the moat? 2 things: size (most users = most ads) and neutrality. $ROKU also takes a share of subscriptions on $NFLX, $DIS etc. Those prefer Roku above $AMZN's Fire, of course (insights Amazon can use)