Research on International Stock Ideas, Value Punks

Value Punks

Value Punks’ mission is to deliver institutional-grade research on international stock ideas in a digestible, reader-friendly format.

At Value Punks, we blend our background in traditional value-investing with an openness to embrace a constantly and rapidly evolving investment and business landscape.

Research on International Stock Ideas

Institutional-Grade Research

Equity Bottom-Up

<ul><li>Recent months have been quite exciting for the gaming industry.</li><li>We believe Roblox is one of the most unique and valuable assets in the gaming industry. Yet, we think the company is not yet well understood.</li><li>The vast improvements seen in the gaming engine, and the platform’s expanding international presence (~80% of Roblox’s users now comes from outside of the United States) are just some of the things highly worth noting.</li></ul>

Recent months have been quite exciting for the gaming industry.We believe Roblox is one of the most unique and valuable assets in the gaming industry. Yet, we think the company is not yet well understood.The vast improvements seen in the gaming engine, and the platform’s expanding international presence (~80% of Roblox’s users now comes from outside of the United States) are just some of the things highly worth noting.

ROBLOX

Deep Dive: Roblox (RBLX US)