Roblox is a $25 billion company, which makes me wonder if they're in some way stuck. If this company were even smaller, there would be probably a bunch of companies looking at it as a potential acquisition target. But it's $25 billion and that limits the universe of businesses that can do that. So I just don't see that in the cards right now for Roblox.
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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