After helping send shares of Super Micro Computer lower in August, short-seller Hindenburg Research has set its sights on a new target: Roblox (NYSE: RBLX). It's not the first time the company has ...

Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.

Roblox has become the subject of a short-selling report from Hindenburg Research. However, safety costs and high stock-based compensation are bigger issues for the company. Similar to the Bear Cave ...