Roblox exhibits ultra-high-quality business traits: rapid growth, strong brand equity, minimal marketing needs, low CAPEX, and potential for attractive future capital distributions. The company’s ...
If you are wondering whether Roblox at around US$72 a share offers good value today or if the story is already priced in, this article breaks that down in plain English. The stock is down 8.5% over ...
Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.