ROKU is an interesting story, but he would not own it: after being a good buy in late 2022–2024, it now carries too many risks from issuing shares, adding debt and management betting on acquisitions requiring execution; too much gambling for him.

Fox Corporation, there is an acquisition of Roku. I look at Roku, it's an interesting story because this company was in high demand five years ago, and that often happens to good companies that have a problem.

They are issuing new shares, taking on debt, more debt, more shares, and more managerial betting on acquisitions that could change their trajectory, making things risky. If you recall, five years ago, "Rocco," "Rocco," "Rocco," we discussed the situation of "Cathy Wood."

I made no comments about it in late 2022-2024, when it was definitely a good buy. However, there are too many risks, too much gambling, too much acquisition, and too much execution; all of this is not for me.