When Roblox went public, it was a free-cash-flow generating machine. For three straight quarters, though, its free cash flow performance has deteriorated. Q1's free cash flow was better than Q4's -- ...

I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing 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 ...