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Not Just Hype – Roblox as the Shopify of Gaming

Key Takeaways• Roblox raised capital at a valuation ~35% too low with its series H/direct listing• Roblox has had ~80% annualized growth in monthly active users, a one of a kind growth trajectory in gaming• The public market has the right idea, valuing Roblox like Shopify at ~40x sales In its Direct Listing week, Roblox […]