Great piece. I am a big bull on this business. Such a wonderful business. Thanks for covering it. I believe 30-40x ev/fcff is a reasonable multiple for a business with such great moats. The esop plan for the ceo has actually increased my conviction on the potential of the business
Can you also cover draftkings? It is another stock which seems quite interesting in the US market with hidden moats
Appreciate the kind words Arjun! Thanks for the suggestion on Draftkings. We'll definitely consider that as we definitely want to cover more gaming sector names.
Guys! this was so helpful. I was looking for a brief summary on roblox to begin my research. Got way more than that here. Keep it up
Super happy to hear that plz look forward to future posts :)
Great piece. I am a big bull on this business. Such a wonderful business. Thanks for covering it. I believe 30-40x ev/fcff is a reasonable multiple for a business with such great moats. The esop plan for the ceo has actually increased my conviction on the potential of the business
Can you also cover draftkings? It is another stock which seems quite interesting in the US market with hidden moats
Appreciate the kind words Arjun! Thanks for the suggestion on Draftkings. We'll definitely consider that as we definitely want to cover more gaming sector names.
Thanks.
Very insightful.
Would hace liked a review how blockchain infrastructure and projects like sandbox axie or decentraland would affect roblox value.
Thanks for the comment! In short, we're not concerned about blockchain competition. We wrote about this topic here
https://dmtcapital.substack.com/p/why-crypto-gaming-is-not-the-future?s=r
which might address some of your questions.