Michael Kramer, author at Seeking Alpha, discusses Roku's $4.3 billion valuation and why he believes that stock is bloated. Kramer notes that the stock is nothing more than a device that allows you to watch other content like Netflix. Because of smart TVs and the crowded streaming device space, the stock is not due for a successful run. Kramer goes head to head with our hosts in explaining why he's so bearish on the streaming device maker.

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Disney content has gone dark on YouTube TV: What you need to know
Disney content has gone dark on YouTube TV, leaving subscribers of the Google-owned live streaming platform without access to major networks like ESPN and ABC. That’s because the companies have failed to reach a new licensing deal to keep Disney channels on YouTube TV. Depending on how long it lasts, the dispute could particularly impact coverage of U.S. college football matchups over the weekend — on top of other news and entertainment disruptions that have already arrived. In the meantime, YouTube TV subscribers who want to watch Disney channels could have little choice other than turning to the company’s own platforms, which come with their own price tags.
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