This podcast episode discusses the recent announcement by Roblox that it will no longer report monthly metrics and examines the concerns surrounding the company's valuation and future outlook. It also explores the challenges facing Roblox as a metaverse company, including its recent decline in bookings and lack of potential acquisition catalysts. The episode highlights the importance of balance in investing, particularly for younger investors, and provides guidance on diversifying portfolios by balancing growth and income stocks. Finally, the episode showcases Zebra Technologies, a company specializing in logistics hardware and software, and discusses its core technologies, expansion into new business lines, and the use of artificial intelligence and machine learning across its product offerings.
