- Entry
- $45.50
- Now
- $46.36 +1.9%
- Target
- —
- Score
- —
I looked into Roblox. Watching the games on the platform to understand the appeal was suffering, to say the least. TLDR: \- It's a great business model, with plenty of untapped monetization \- Interesting accounting (revenue vs. bookings) \- Terrible content (I might be getting old, but the games played 10-15 years ago had so much more quality) \- Currently slightly overvalued \- Quite some risks (child safety, regulation, virality dependence, but also new game releases, such as GTA VI …
— ORIGINAL POST ·
Roblox deep dive
· r/ValueInvesting
· Aug 25, 2026