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Roku

Sector Communication Services

21 letters mention Roku, from 6 managers. Page 1 of 2.

• 2025 Saga Partners · 2025 letter ↗ Joe Frankenfield · mentioned 24 times
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 24 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 34 times
• H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned 4 times
• Q1 2023 Horos Asset Management · Q1 2023 letter ↗ Javier Ruiz · mentioned once
• H2 2022 Saga Partners · H2 2022 letter ↗ Joe Frankenfield · mentioned 4 times
• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 26 times
• Q2 2022 Greenhaven Road Capital · Q2 2022 letter ↗ Scott Miller · mentioned once
• Q1 2022 Saga Partners · Q1 2022 letter ↗ Joe Frankenfield · mentioned once
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned 6 times
• Q2 2021 Greenhaven Road Capital · Q2 2021 letter ↗ Scott Miller · mentioned 10 times
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned 28 times
• Q4 2020 Greenhaven Road Capital · Q4 2020 letter ↗ Scott Miller · mentioned 10 times
• Q3 2020 Greenhaven Road Capital · Q3 2020 letter ↗ Scott Miller · mentioned 17 times
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · mentioned 2 times
• Q2 2019 Greenhaven Road Capital · Q2 2019 letter ↗ Scott Miller · mentioned once
• Q4 2018 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q2 2018 Saga Partners · Q2 2018 letter ↗ Joe Frankenfield · mentioned once
• Q4 2016 Laughing Water Capital · Q4 2016 letter ↗ Matthew Sweeney · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.