ROKU "Back to Their Roots" Bolsters Strength 

Andy Swan with ‪@LikeFolio‬ says "you have to have Roku" on your portfolio or watch list if you're bullish on digital advertising. He credits the company's renewed focus on hardware and software for a positive bump in year-over-year digital traffic. However, Andy notes competition as a critical headwind for the company despite help from its Trade Desk (TTD) partnership.
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