Deep Dive
Hi Antonio, it was again a great pleasure to read your thoughts and to learn more about Roblox.
Quite interesting to see, that they are truly a global phenomenon, I always suspected them to have a much more western-centric user base.
I think their model might be the most resilient ‚‘metaverse gaming play‘, as it is self-adapting and can reinvent itself.
I will follow this company closesly, as it continues it‘s path towards profitability.
All the best,
Konstantin
Dear Konstantin, the pleasure is mine.
This company has snowballed into something very big and strange, in a seemingly organic manner. It is fascinating.
I´m reviewing its latest quarter as we speak. The stock has gotten hammered and I´m curious to see what is going on.
Best wishes,
Antonio
Hi Antonio, it was again a great pleasure to read your thoughts and to learn more about Roblox.
Quite interesting to see, that they are truly a global phenomenon, I always suspected them to have a much more western-centric user base.
I think their model might be the most resilient ‚‘metaverse gaming play‘, as it is self-adapting and can reinvent itself.
I will follow this company closesly, as it continues it‘s path towards profitability.
All the best,
Konstantin
Dear Konstantin, the pleasure is mine.
This company has snowballed into something very big and strange, in a seemingly organic manner. It is fascinating.
I´m reviewing its latest quarter as we speak. The stock has gotten hammered and I´m curious to see what is going on.
Best wishes,
Antonio