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Roblox And The Sentiment Monster

Jan. 03, 2022 11:10 AM ETRoblox Corporation (RBLX)AAPL, META49 Comments


  • The price action on Roblox has been a great lesson in sentiment.
  • They essentially made the same announcement three times in a row, with wildly different results in the share price.
  • They remain my favorite metaverse pick.
  • They have to catch up to the absurd rate of pandemic growth, likely in 2022, before they can start growing again. That’s where our entry is.
  • I do much more than just articles at Long View Capital: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »
Roblox Developer Conference 2019

Ian Tuttle/Getty Images Entertainment


Roblox’s (NYSE:RBLX) price has been a real lesson in sentiment.

I’ve highlighted the three catalysts for Roblox that came down in the space of just three months. Roblox releases metrics for the middle month of each quarter, and sandwiched in between

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This article was written by

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Confirmation Bias Is Your Enemy.

Tech and macro. Deep analysis of long term sectoral trends, and the opportunities arising from them. I promise not to bore you. Author of Long View Capital, a Marketplace service for long-term investors. Risk Factors: I am also wrong sometimes.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RBLX, AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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