bullish

ROBLOX Corp

Roblox Analyst Day Observations

Roblox Investor Day last week had an emphasis on advertising and monetization of virtual goods. We are bullish on the impact that performance based advertising via a self serve model can yield.

Equity Bottom-Up
198 Views, 19 Sep 2022 08:23
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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