$MAPLETREE LOGISTICS TRUST(M44U.SI)$ buying slowly whenever it is below $2. So far managed to buy at 1.78$ to 1.9$Will never sell these as it's part of my income portfolio
Failing to see the moat of ROKU. Unlikely to be able to expand outside of US or at best maybe Europe, Australia and the Americas. 56 million active user may even be the peak user count.
Roku Hits 56M Active Users as $680M Revenue Meets Expectations