ROBLOX is part virtual world, part development platform, and part massively multiplayer online game. David Baszucki created it ten years ago along with his cofounder Erik Cassel, and it’s gradually ...

Roblox's growth narrative is strong, with rising DAUs, engagement, and revenue, but I question its long-term sustainability due to industry cyclicality. Valuation is stretched after a 160% rally, and ...