We came across a bullish thesis on Roblox Corporation on Paradox’s Substack by PARADOX INTELLIGENCE. In this article, we will ...
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 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 ...
The race to build the metaverse has put two innovative platforms in the spotlight, Roblox Corporation RBLX and Unity Software Inc. U. While Roblox has created a thriving user-generated gaming ...