Author: Vitaliy Dadalyan

Roku: Comcast Deal to Add More Economic Value Drivers, Says 5-Star Analyst

Roku (ROKU) stock has been on a tear recently, rising nearly 16% over the past 6 trading sessions. The majority of the upside resulting from resolution to the show down between what can possibly be described as a battle between the king and the challenger to its throne.After threatening to remove all its other apps from the OTT leader's platform, Comcast and Roku finally reached an agreement to bring Comcast’s streaming service Peacock to Roku.Two months into its launch, Peacock was one of the few big-name VOD streamers not available on Roku. So, after locking horns in the drawn-out negotiations who came out as the winner? As Roku’s performance can attest, the market thought Roku gained the upper hand. So does Needham analyst Laura Martin.“To us,” the 5-star analyst said, “This battle underscores Roku's growing power vs Comcast, the largest legacy US linear-TV platform. Roku is where the puck is going, and...

Is Coty Inc (COTY) Going to Burn These Hedge Funds?

The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 823 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds' and investors' portfolio positions as of June 30th, when the S&P 500 Index was trading around the […]...

Hedge Funds Are Coming Back To Nokia Corporation (NOK)

Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds' and successful investors' positions as of the end of the second quarter. You can find articles about an individual hedge fund's trades on numerous financial […]...