Vested's Podcast, Episode #24: Roblox's IPO and the vertical gaming social media arena
Description
Welcome to the Vested Finance podcast!
In this session, we will be talking about Roblox's IPO and the vertical gaming social media arena. Several of the topics discussed in this podcast are covered in our blog post (see link below).
Date uploaded: Wednesday, 17th March 2021
Co-hosts: Darwin Arifin & Kaihan Lin
Show Notes:
(0:47) To quote Reed Hastings...
(1:10) Active entertainment > Passive entertainment
(1:36) Patience is a virtue
(2:15) Direct listing > Traditional IPO
(2:37) What is Roblox?
(3:44) The concept of the metaverse
(5:07) History lesson aside, let's talk $$$
(5:47) Speaking of $$$, how do Roblox's army of developers earn money?
(7:45) DAU: On metrics and the like
(8:27) How engaged are Roblox's users?
(10:14) Time for a comparison
(10:51) Extending Roblox's grasp
(11:40) Risks: Cost and valuation
(14:34) P.S. Epic vs. Apple
Click here to access Vested's blog post on Roblox's IPO and the vertical gaming social media arena.
Blog: https://vested.co.in/blog/
Facebook: https://www.facebook.com/vestedfinanceco/
LinkedIn: https://www.linkedin.com/company/vestedfinance/
Podcast: https://anchor.fm/vested-finance/
Website: https://www.vested.co.in/
Vested's Podcast, Episode #26: Super Apps & Grab
by Vested Finance
Welcome to the Vested Finance podcast!
In this session, we will be discussing what constitutes a super application or super app. These are the apps that strive to be the operating systems of our lives. We dive into super...
Published 06/21/21
Welcome to the Vested Finance podcast!
In this session, we will be discussing the data behind investing in IPOs and whether or not it is recommended for investors. We also discuss Coinbase’s recent IPO and provide a breakdown of the company’s strategy.
Date uploaded: June 15th, 2021
Co-hosts:...
Published 06/14/21