Roblox – IPO Note 4 (Investor Day)

[February 27th, 2021]

Roblox has updated their S-1 and decided to go direct listing on March 10th. Roblox hosted investor day on Youtube. I highly recommend watching that video (presentation and Q&A) which is embedded below.

Roblox is interesting:

  • “metaverse holder” pure play – vertical & category agnostic consumer internet tech
    • “large” TAM, meme candidate, scalable, ultimate rake
  • robust operating & financial traction with long runway
  • direct listing increases the likelihood of “overshooting”
  • interest rate hike / inflation expectation discounts narrative stocks

This stock is worth following and its volatility creates opportunities.

Related posts:
Roblox – IPO Note 1
Roblox – IPO Note 2
Roblox – IPO Note 3 (It’s Direct Listing!)
Roblox – Charts

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