Francisco Olivera from Arevilo Capital on Roblox $RBLX

What this episode covers

Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single game, and how he thinks the company will evolve over time.Chapters0:00 Intro1:15 Roblox Overview4:25 Comping Roblox to Minecraft and World of Warcraft7:00 Defining the Roblox business model11:35 Roblox valuation versus other game companies18:45 Risk from Roblox's user base26:25 Sustainability of Roblox's user base29:38 Growing Roblox's DAU34:00 Thinking about Roblox's COVID boost37:00 Content moderation risk42:00 Upside from Robux or messaging49:10 Breaking down long term margins52:40 Roblox's management team57:15 Capital allocation going forward59:55 Laying out a reasonable bull case1:05:45 Quick Falcon and Winter Soldier catch up

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How long is this episode of Yet Another Value Podcast?

This episode is 1 hour and 7 minutes long.

When was this Yet Another Value Podcast episode published?

This episode was published on April 20, 2021.

What is this episode about?

Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single game, and how he thinks the company will evolve over...

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