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Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
@mariogabriele
Sep 25, 2020 β€’ 14 tweets β€’ 8 min read β€’ Read on X
The IPO Bonanza in 1 thread.

Resources on:

- Snowflake
- Asana
- GoodRx
- Palantir
- Unity
- JFrog
- Opendoor

/thread πŸ‘‡πŸ‘‡
1. Snowflake

- Revenue is at ~$500M run-rate (+ 132% YoY)
- Great net dollar retention at 158%
- Margins somewhat squeezed by AWS, GCP
- Fighting against behemoths

Thread πŸ‘‡
Snowflake Discussion

For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17.

2. Asana

- Task management software
- Founded by two ex-FB employees
- $143M in revenue for FY20
- 85% YoY revenue growth
- $120M in net losses for FY20
- 86% gross margins

Thread πŸ‘‡
Asana Discussion

Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space.

3. GoodRx

Awesome thread from @DrugChannels

4. Palantir

- Founded in 2003
- Revenue run rate of $962M
- Growth of 49% in first half of 2020
- Lost $580M in 2019
- Founders maintaining strict control

Thread πŸ‘‡
Palantir Discussion

A bit of a controversial one, as you can see by the comments. @laureltouby @cm_brown90 @daveambrose @dburben, and Matt F dug into the ethical dilemma.

5. Unity

- The engine that powers +50% of the world's games
- Revenue of $541M in '19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic

Thread πŸ‘‡
Unity Discussion

For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM.

6. JFrog

Haven't found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis.

7. Opendoor

As usual, great report from @packyM. Now we just gotta get him to do a thread ;)

What resources should have been in here?

Who else is writing great Twitter-native analysis?

Would love to learn about them.
If you have space for just one newsletter about tech and public markets...I recommend signing up for @kevinakwok's Kwokchain.

But if you have space for more than one, you might like The Generalist.

readthegeneralist.com

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More from @mariogabriele

Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Jan 25, 2023
Five private companies I wish I had exposure to:

- Stripe
- SpaceX
- Epic
- Plaid
- Discord

Historically, accessing these names meant you were a VC or an LP in VC firms.

Destiny is changing that. Here's what you need to know about the "BlackRock of the private markets."πŸ‘‡
1. What is Destiny?

Destiny is a new investment manager building a basket of tech's most impressive private companies.

Its "Tech100" index will give retail investors access to names like Stripe when it lists later this year.

generalist.com/briefing/desti…
2. Who's behind it?

Sohail Prasad and Samvit Ramadurgam. Before founding Destiny, they built Forge (NYSE: FRGE), one of the largest secondary marketplaces in the world.

They've been building in this space for 10 years.
Read 8 tweets
Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Oct 18, 2022
I've been digging into Cosmos (@cosmos) over the past few months.

I asked a bunch of builders and investors to share the most exciting projects in the ecosystem. Here are 10 I'm watching closely πŸ‘€ πŸ‘‡
If you don't know a ton about Cosmos and want to learn, check out the deep dive we released.

Ok, onto the projects.

generalist.com/briefing/cosmos
1. Osmosis (@osmosiszone)

What: A DEX for ecosystem. Becoming Cosmos' DeFi hub.

Website: app.osmosis.zone
Read 13 tweets
Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Sep 16, 2022
I've written more than 1 million words of business analysis for The Generalist.

It feels kind of weird to give myself credit...but for those that are interested, here are the ten pieces I'm most proud of and why πŸ‘‡
1. Union Square Ventures (@usv)

Why: I think I captured some of what makes this such a special firm. I also got to talk with a lot of those familiar with the origins which made for a rich story.

readthegeneralist.com/briefing/union…
2. Anduril (@anduriltech)

Why: This may be one of the most important companies of the next +50 years. Exploring how it works and the impact it makes was fascinating.

readthegeneralist.com/briefing/andur…
Read 13 tweets
Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Aug 28, 2022
What's happening at F.C. Barcelona is one of the most interesting case studies in business right now.

We're seeing a $5B organization, with hundreds of millions of fans, try and manage +$1.3B in debt, all while trying to win championships.

This is how they're doing it πŸ‘‡ ⚽
Problem 1: Debt

Barcelona has debt. Like a lot of it. Last August it was estimated the club was $1.38B in the hole.

This stopped the club from registering players and threatened operations.
Problem 2: Poor performance

Barcelona hasn't performed on the pitch. The team finished 2nd in La Liga and crashed out in the group stages of the Champions League.

Not good enough.
Read 16 tweets
Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Aug 14, 2022
I asked 15 of the smartest crypto investors in the world which projects and trends are worth watching right now.

Here's what they said πŸ‘‡
1. Toucan Protocol (@ToucanProtocol)

Toucan brings carbon-credits on-chain. This unlocks new uses like using carbon as a DeFi collateral. It's a major player in the Regenerative Finance (ReFi) space.

β€’ From: Nick Grossman (@nickgrossman)
β€’ Website: toucan.earth
@ToucanProtocol @nickgrossman 2. Farcaster

Farcaster is a "sufficiently decentralized" social media platform. Greater wallet adoption and higher-quality usage makes it a good time to start a web3 social network.

β€’ From: Alok Vasudev (@AlokVasudev)
β€’ Website: farcaster.xyz
Read 19 tweets
Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Jul 31, 2022
What makes a great venture investor?

Over the past year, I've studied some of the most successful VC firms of all-time including USV, Y Combinator, Multicoin, and others.

Here are ten lessons πŸ‘‡
Lesson 1: Come prepared (@coatue)

As outsiders in Silicon Valley, Coatue won competitive deals by conducting extensive research *before* meeting founders.

Arriving prepared changes everything, making for better conversations and connections.
@coatue If you want to jump straight into the piece (with lots more context), click the link below. And, of course, make sure to subscribe to The Generalist :)

For a quick-recap of the 10 lessons, keep scrolling:

readthegeneralist.com/briefing/timel…
Read 14 tweets

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