ROKU 是个有趣的故事，但他不会持有：在2022年末至2024年曾是好的买入标的之后，如今它承担了太多风险——增发股票、增加债务，以及管理层押注需要执行力的收购；对他而言赌博成分太大。
逐段跳播
Fox Corporation，有收购 Roku 的事。我看 Roku，这是一个有意思的故事，因为这家公司五年前需求很高，而这种情况常常发生在有问题的好公司身上。他们在发行新股、承担债务，更多的债务、更多的股票，管理层更多地把赌注押在可能改变其轨迹的收购上，让事情变得有风险。
如果你还记得，五年前，"Rocco"、"Rocco"、"Rocco"，我们讨论过"Cathy Wood"的情况。在2022年底到2024年期间，我对此没有发表任何评论，而那时它绝对是个好买点。
然而，风险太多、赌博太多、收购太多、执行太多；所有这些都不适合我。
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.