$RBLX - Roblox Bear CaseRoblox problems
1. MMO Platform - Admin cannot faithfully & confidently moderate the expansive player base. Although majority of incidents will remain isolated & unheard of it's only a matter of time until a full scale youtube expose campaign runs viral through the inter webs & presents a critical flaw in the chainlink of Roblox accountability + safety.
2. The annual revenue, cash flow, debt, etc do not correlate to neighbouring assets of similar market caps.
3. They are currently experiencing problems with in game ad placements uk.themedialeader.com
4. There is no plausible route to a higher multiple of profitability.
In my personal opinion the following scenarios could occur to generate more cash.
- Malicious Membership System
- Overindulgence in Ads
- Sale of stock
- Investor Capital ( Debt + )
Those 4 options although temporarily provide cash relief will not solve the problems outlined above, particularly the issue of disparity when it comes to market cap & $$ etc.
In summary a strong bear case can be made for $RBLX.
These MMO platforms are profitable as companies & often thrive under small private team management VS large scale corporate structure ( See Club Penguin history )
Free money shorting post election Nov - Dec 2024 until Nov 2025 ( 1 year time frame ).
$45 -> $16 approx.
