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Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses:
- Whether acquiring Roku solves Netflix impending ad challenges
- Why Roku's stock is still pricy after its recent fall
- DocuSign's expanded partnership with Microsoft
- If this paves the way for an eventual acquisition

(13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis.

Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM

Host: Chris Hill
Guests: Asit Sharma, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl