Roblox Corporation - Class A

I've been watching $RBLX for a while, it pretty much touched its IPO price today.  Crazy times we are in.

Might be a time to buy, or just wait and see what happens.

![](https://cdn.commonstock.com/06633214c6026acbb097630fd2f3b049d04fc7bc8ea8ea9fb8444af1f5b7a38e-700x447.jpg)

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Public Portfolio

Jacob K Thomas

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Rihard Jarc

NetFlix Inc

With the -20% aftermarket move of $NFLX the company is now trading at a lower market cap than it was pre-pandemic. 

I know that the subscriber number disappointed but does it really deserve to be valued like the pandemic which was the biggest event in terms of user acquisition for the company probably in history never happened?

Thank god it’s weekend. No selloff today. 😅

Meta Platforms Inc - Class A

https://commonstock.com/post/ad5d37eb-f6ae-456c-b776-0844b8933b55

$FB is not growing! Probably nothing.
https://commonstock.com/post/ad5d37eb-f6ae-456c-b776-0844b8933b55 by @uncoveralpha

Uncover Alpha

Walt Disney Co (The)

https://commonstock.com/post/81a74b31-4db6-4c22-b8c8-97a6f25380bc

I like this post from @gannon from last week as so many people are sleeping on $DIS at this valuation. Yes, Disney+ is the most interesting segment but theme parks and studios are where the cash flow comes from to fuel the whole flywheel.

https://commonstock.com/post/81a74b31-4db6-4c22-b8c8-97a6f25380bc by @gannon

Gannon Breslin

I think the FED will announce the acceleration of the taper next week.

Big tech with good cash flows and P/E ratios in the 20s is the place to be.