LogFAQs > #954737317

I should have bought in the 70s, for sure! The margins on Roblox are so insane compared to peers. But also don't be surprised if I sell in a month. There's plenty of reason to think it'll be anywhere 50-200 this time next year.

I'll say this, my kids now play with other kids in person again, but they play Roblox all the time and they don't want toys and books, they want Roblox, and when they play with their friends, they sometimes just play Roblox in the same room, etc.

I imagine Roblox does worse outside of the pandemic but having Roblox in my life for years now, I think it was a bigger "hey kids try this addictive thing" as opposed to just some dumb thing they did to kill time in quarantine. It's like 1.5% of my portfolio.

I split my Fubo into RBLX, NNOX and RKT, though I might bail out of RKT this week and put that into NNOX. Or the other way around.

Been loving my LI stock. That's been a big winner for me.

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Donny: Are they gonna hurt us, Walter?
Walter: No, Donny. These men are cowards.