Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
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Roblox Analyst Day Observations
Roblox Investor Day last week had an emphasis on advertising and monetization of virtual goods. We are bullish on the impact that performance based...
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Roblox 2Q22: 15% or 35% EBITDA Margins?
Roblox had a largely bullish quarter, with monetization and engagement metrics starting to show promised acceleration. Key will be 9/9/22 analyst...
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Weekly Stock Bullfinder- Week of 5/16
I mentioned a few weeks ago that the current market correction would likely begin to pickup speed when the mega caps like Apple and Microsoft began...
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