The results are one of the biggest rallies of a large-cap stock I have ever witnessed and truly reflects the bear-thesis-busting results. RBLX reported FY Q3 earnings (FY ending Dec) on, resulting in the stock trading up 42.2% on the day after earnings. We will start by quickly going over the company's latest earnings to level-set everyone before moving to the main topic of considering the company's business fundamentals. Please refer to my July 2021 article, Roblox: Enter The Matrix, for a broader discussion of Roblox's business and competitive advantages. In addition, we will discuss RBLX's latest earnings, trading & valuation, and risks so readers can reach their own informed decision on the stock. The company's competitive advantage with developers is the main topic we will explore in this article. One of its most significant advantages is the platform ability to attract developers, who create the content and drive revenue growth. As I dug deeper into the business, I gained a deeper appreciation of its sustainable competitive advantages. Roblox ( NYSE: RBLX) is one of the most interesting companies I have come across.
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