The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Roku&#x27;s Acquisition by Fox Corporation (10:09) TripAdvisor&#x27;s Sale of The Fork to American Express (20:55) Exploring the Denmark Index and Investment Opportunities (34:19) Accenture&#x27;s Dividend Yield and Cash Flow Stability (35:49) Fiserv Executive Departures and Investor Concerns (41:17) Small Cap of the Week: Spectra Systems (47:09) Legacy Education: A Healthcare Roll-Up Opportunity (51:00) Salesforce&#x27;s Acquisition of Fin (56:14) Snap&#x27;s New AR Glasses: A Critical Look (01:01:10) Autodesk: Evaluating Investment Potential ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Chit Chat Stocks

# Full Transcript

**Podcast:** Chit Chat Stocks

## Participants

- **Ryan Henderson** (Chit Chat Stocks)
- **Brett Schaefer** (Chit Chat Stocks)

## Transcript

For the past three years, IBKR individual clients averaged 24.3% annually, beating the S&P 500s 23.1%. Lower costs and 170 plus global markets matter. Interactive Brokers, member SIPC, visit ibkr.com slash performance.

Welcome to Chit Chat Stocks, the podcast that helps you find your next great investment. I'm one of your hosts, Ryan Henderson, and I am joined as always by the one and only Brett Schaefer. This is our weekly Investing Power Hour episode. We do these live on Thursdays at 5 p.m. Eastern Time on YouTube. So if you ever want to ask us any questions, head on over to YouTube, look up Chit Chat Stocks, 5 p.m. Eastern Time on Thursdays and throw them in the chat.

But on this show, we talk all things financial markets. We've got tons of news this week, a lot of headlines in the M&A world, a lot of acquisitions, a lot of spinoffs, potential opportunities in there. We've got a lot of requests from the Emerging Moats chat, which is totally free, by the way, to go check out and ask any comments. And so a lot of questions, a lot of stuff in the audience. We've got small cap of the week that I find actually pretty enticing.

And then we have two companies, actually three companies now sort of on the hot seat in turmoil. The CNBC headline, Markets in Turmoil. I think maybe there's a few companies in turmoil this week that we can talk about. But I'll leave it there. Brett, what do you want to start with? That's a good question, Ryan. Why don't we talk about.

Let's talk Roku. One of the 2021 flame of ours. Yeah, we've been following this for a long time. It's kind of one of the ones we'd look at when we were novices out there. 2021-2021, darling. I think it's getting bought out well below 50% from its all-time highs. Take us through the details here. What is Fox doing with Roku?

Yeah, so Roku, I guess our thesis way back when was that it'll be sort of the operating system for smart TVs, the leading operating system. And I would say, honestly, that thesis has played out for the most part. Like they are still the leading operating system. They don't report active accounts anymore, but they are the leader in active accounts. And streaming hours has continued to rise.

However, it hasn't necessarily translated to success or any real operating income inflection. I mean, it's been – I think the business has been fine, but maybe not what we were expecting. Anyways, news came out this week that Fox Corporation – yes, that is Fox, the parent company of Fox News, Fox Business, Fox Sports under the FS1, FS2 brands.

I think a few other notable networks is acquiring Roku for $22 billion in a cash and stock deal. Shares of both companies dropped on the news. I don't know if I've ever seen both companies – well, Roku jumped slightly, I should say. But then the next day it dropped. It was just a lit...

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.