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 ...

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.

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 ...