Added to YB: 2024-10-10
Pitch date: 2024-10-08
RBLX [bearish]
Roblox Corporation
-117.95%
current return
Author Info
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Company Info
Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally.
Market Cap
$66.2B
Pitch Price
$40.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
-103.74
P/E
-66.12
EV/Sales
14.59
Sector
Entertainment
Category
special_situation
Show full summary:
Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids
RBLX short: Inflated user metrics (DAUs 25-42%+ higher, engagement hours 100%+ higher). Pedophile hellscape exposing kids to grooming, porn, violence. Core US market saturated. $1.7B insider sales since IPO. Losing $1B+ LTM, trades 8.6x sales (57% premium to peers). Monetization challenges, exec churn.
Read full article (16 min)