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 ...

If you are wondering whether Roblox is still a smart buy after its massive run, or if the price has finally run ahead of the story, this breakdown will help you assess whether the current share price ...