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.

Roblox: it’s one of the biggest and most popular gaming universes online, with millions of daily users and a highly dedicated teen and tween fanbase that ballooned during pandemic-era lockdowns. But ...