Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their money to work.
Aug 22
The Post-Powell Playbook 8/22/25
Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Inve ... Show More
44m 32s
Aug 21
Pause or Pullback? 8/21/25
Frank Holland and the Investment Committee debate whether we’re in a pause or pullback as stocks try to avoid a fifth straight day of losses. Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he ex ... Show More
43m 24s
Apr 2021
Francisco Olivera from Arevilo Capital on Roblox $RBLX
Francisco Olivera, founder of Arevilo Capital, discusses his newest investment in Roblox (RBLX). He covers his vision for the company, why he thinks it's more of a platform than a single game, and how he thinks the company will evolve over time.
Chapters
0:00 Intro
1:15 Robl ... Show More
1h 7m
Feb 2022
Roblox Revisited (RBLX) | Not So Deep Dive
Roblox develops and operates an online entertainment platform. The company offers its users access to a 3D world and the Roblox Studio where users can create and publish 3D experiences. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospec ... Show More
55m 20s
Feb 2025
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner clients have regarding the M&A, Private Equity, Venture Capital, and IPO space in 2025. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host ... Show More
11m 16s
Mar 2025
Business Daily meets: Roblox CEO Dave Baszucki
The international gaming giant has more than 80 million daily users, and is hugely popular with children.It was started by Dave Baszucki and Erik Cassel, and Dave Baszucki is now CEO.In his first ever BBC interview, he tells us about developing the game, the struggle to monetize ... Show More
17m 25s