Jason Moser: Roblox announced in January that it was going to stop reporting monthly metrics. He says the one metric that probably has most investors' attention is bookings per daily active user, which came in at a range of minus 1% to plus 3%. Moser: This is a company that really benefited over the last few years from this stay-at-home economy.
What do you wish you knew when you were just starting out investing?
(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead
(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.
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Companies discussed: RBLX, ZBRA
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd
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