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Barac Capital's Q2 Letter

|About: Roku, Inc. (ROKU), Includes: FDX, WBA

The second quarter 2019 letter for Barac Capital is now available under the "Letters and Articles" section of the company website at

The letter includes a performance review and an outlook and positioning commentary.

Thank you for your interest and please feel free to message me or e-mail me at if you have any questions.

Disclosure: I am/we are long FDX, WBA, UA, TGT.