Roblox S-1

Roblox is a supremely interesting company. I think their impending direct listing is going to be one to watch. After the Roblox S-1 came out in the fall, I did some analysis of it and the company alongside Mario at The Generalist and a few others. It was a lot of fun - we’ll probably talk more about this publicly as the direct listing draws nearer, but if you are interested in reading it, you can find it here.