Gatekeepers

Commentary2 months ago
Watching a movie this weekend? Perhaps you may be scrolling through Netflix on your couch, then Amazon Prime, then Hulu, then back to Netflix - all in the journey of trying to pick a movie. 
We've spoken a lot about the "gatekeeper." It's an important framework for spotting lucrative investments. It is the intermediary between point A and point B. What's the gatekeeper between you and what you watch?
Often times it's the TV itself. This is the crux of our investment in Roku (an Opportunities holding). More than 1 in 3 connected TVs sold in the US are Roku TVs.
But more than the hardware (e.g., physical TVs), it's the software we're excited by. Roku's operating system enables one to easily toggle through multiple apps, like Netflix and Hulu. This makes Roku's interface an effective gatekeeper between you and your streaming video content.
From our thesis in the app (click the Opportunities row > Portfolio > Roku):
"We believe Roku is a high-quality consumer aggregator benefitting from the growing shift of viewing time to streaming video on demand. If there are two streaming services (Netflix and Hulu), it gives consumers two options. If there are 100 streaming services, it gives consumers 100 options and they will use Roku even more."
There are many ways to "bet" on streaming growth. The obvious way is to buy Netflix stock (which we own in Titan Flagship). The under-the-radar ways, like buying the operating system that enables Netflix to exist in your living room, can be lucrative too.

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