Quarterly thinking is the bane of the health of corporate America.
It's completely understandable that the company, which profits off children, putting in measures making it harder to profit off children, would lower both its long and short-term valuations.
Another POV is that Roblox is overvalued and it's just a matter of time before the fragility of its business, which is being a time waster for kids, falls apart like everything else in that space.
It's easy to talk big, it's hard to beat the supposedly stupid, myopic market.
But setting that aside, my perspective was mostly around capital allocation from investors. Yes on a personal level you can make more money by investing companies, hollowing them out for profit, and fleeing before the company fails, like a lot of PE does. But that isn’t necessarily a good thing for the company or for the investor themselves on a long enough time horizon.