Emily Flippen

And Monster Beverage, I think, is in a better position in comparison to Celsius simply because their customers...

are much more regular purchasers versus the Celsius allotting new purchasers.

I wish Celsius had just stuck with their core brand.

I'm still skeptical.

Even though the data is not backing it up, I'm still skeptical of the large acquisitions.

I hate doing it, though.

To be clear, this is the weakest pitch.

This is the challenge.

This is actually pretty easy for me.

I think Roku is easy call.

I think this is an incredible business.

It's not my fault the market doesn't understand it well enough.

People just fundamentally do not understand the business of Roku.

They over-focus on the hardware.

In my opinion, Roku is like Spotify three years ago, where people don't understand the potential ramp up that could happen in free cash flow generation.

That is happening actively right now with free cash flow generation.

There's been a couple of missteps by management.

I'm not going to defend Anthony Wood and his push into home security systems.

Sometimes our founder CEOs are a little nutty.

That was a bit of a nutty move.