Chris has been playing games for over 20 years going back to the NES. His favorite genres of games are MMOs, ARPGs, Survival Crafters, and Mobile Games of all kinds. With over 5,000 hours in Roblox ...

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 ...