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> does roku deserve a 470+m haircut

Yes. Public company CFOs should not have this level of non-AAA counterparty risk concentration. (SVB were A1 and Baa1 [1] / A+ and BBB+ [2].)

[1] https://money.usnews.com/investing/news/articles/2023-03-10/...

[2] https://wolfstreet.com/credit-rating-scales-by-moodys-sp-and...




I would like to know how I can get the $400K/year corporate treasurer job that's just "park all the money in a single bank account with no insurance."




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