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$RBLX IPO is going to go *nuts* tomorrow.

After 2 delays, the gaming metaverse is finally listing. It could lock in the biggest pop yet.

Why?

↓↓

readthegeneralist.com/briefing/roblo…

h/t @ckurdziel @alice__LG @pinchedforgrowf @eric_seufert @brettbivens @dburben @nosreffeJtnayrB
Disclaimer: you should always do your own research. This is not investment advice, just sharing my thoughts based on digging deep into the business with some other smart folks.

#dyod
TL;DR

I think Roblox is going to be a generational business. Key reasons:

- Has a built-in economy
- Insane viral loops
- Free cash flow is off the chain
- Growing rapidly and monetizing well
- De-risked China

Let's walk through each.
Read 11 tweets

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