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Mario Gabriele 🦊 Profile picture
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15 Mar, 11 tweets, 1 min read
We are live!

And the first buys are already in! Let's go @jackbutcher + @viamirror.

generalist.mirror.xyz/1T0h7VGDcECJui…
9:02PM: 5.065 ETH
9:02 PM: 6.7
9:04 PM: 8.632 ETH
9:06 PM: 9.392 ETH
9:08 PM: 10.3 ETH

Already over 1/2 way there!
9:12 PM: 11.867 ETH
9:20 PM: 14.92 ETH
9:22 PM: 15.428

Entering the final stretch...???
9:29 PM: 18.87 ETH
9:30 PM: 19.83 ETH

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More from @mariodgabriele

Mario Gabriele 🦊 Profile picture
14 Mar
This is going to be fun.

Tonight @ 9 pm ET, we launch $GENERALIST, a token that supports our coverage of the Coinbase IPO. I'm working with @jackbutcher and @viamirror.

I have no idea what will happen. But here's why I'm excited...

readthegeneralist.com/briefing/gener…
*What are you doing?*

We're raising 20 ETH to fund the creation of 3 NFTs.

- NFT 1: The S-1 Club's coverage of $COIN with a cover artwork from @jackbutcher.

- NFT 2-3: Two additional $COIN-inspired pieces, also from Jack.
*Who can participate?*

Anyone with an Ethereum wallet. You might check out @rainbowdotme or @MetaMask if you don't have one yet. A few other details...

- 20 ETH raise
- 0.25 ETH cap per contributor
- First come, first serve
- 9 pm ET listing here...

generalist.mirror.xyz
Read 10 tweets
Mario Gabriele 🦊 Profile picture
11 Mar
Coupang debuts on the NYSE today.

It's known as the "Amazon of South Korea." There's a lot more to it than that. I dug in with @sidharthajha @daveambrose @Stewbradley @kjlabuz @averyklemmer @nbashaw.

↓

readthegeneralist.com/briefing/coupa… Image
1. "Amazon of South Korea"

It's a solid but incomplete description.

$CPNG is really like "Amazon x Instacart x DoorDash."

• Amazon: Core platform
• Instacart: Rocket Fresh
• DoorDash: Coupang Eats

Oh, and payments, too.
2. Started as a $GRPN clone

@daveambrose described it as the "greatest business pivot no one knows about." That's apt.

$CPNG started as a daily deals site. It did well, but really took off when they pivoted to an $EBAY-style marketplace. ImageImage
Read 12 tweets
Mario Gabriele 🦊 Profile picture
9 Mar
$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
Mario Gabriele 🦊 Profile picture
24 Jan
It’s here.

After months of building, the new, revamped, reimagined Generalist is ready. I can’t wait to show you.

Here’s what it means.

readthegeneralist.com
*How did this get started?*

In August of last year, shortly after going full-time, I decided The Generalist needed a permanent home. Something that captured the vision for all the great things I thought would come out of this community.

I set to work.
You can hear more about building the new site in the tweets below. Of course, if you’re excited to jump straight in, and become a member, you can do so here.

readthegeneralist.com
Read 18 tweets
Mario Gabriele 🦊 Profile picture
22 Dec 20
Barry Diller has built one of the most unique businesses in the world.

IAC is an "anti-conglomerate" — a combination of companies meant to split apart. Over the years, that's included $EXPE, $MATCH, $TREE and others.

This is his playbook 👇

thegeneralist.substack.com/p/the-barry-di…
1

First, a little history.

Diller started out in the mailroom of William Morris after dropping out of UCLA. He rose through the ranks, serving as the assistant to legendary exec Elton Rule.

One of Diller's innovations was the "ABC Movie of the Week," the made-for-TV movie.
2

Over time, Diller established himself as a force in the traditional entertainment industry.

He served as CEO of Paramount, producing hits like 'Taxi,' 'Grease,' and 'Indiana Jones.'

As CEO of Fox, he greenlit 'The Simpsons.' Mr Burn's appearance was based on Diller.
Read 16 tweets
Mario Gabriele 🦊 Profile picture
21 Dec 20
This has been the best terrible year of my life.

I feel guilty saying that. I know this was a year of suffering. But I feel insanely grateful for what's happened on a personal level.

So, this is my gratitude thread, in no order. A thank you to those that made 2020 amazing.
1

@leifthunder

Thank you for giving me the encouragement to share my thoughts online. You pushed me more than once.

And thank you for bringing @public to an ever-growing audience. It's been such an amazing place to share and learn about investing.
2

@packym

My most frequent (and hilarious) collaborator. Thank you for always been game to jump into the mix on some random initiative, and for bringing the heat, time after time.

As you put so well here, "The Best is Yet to Come."
notboring.substack.com/p/the-best-is-…
Read 25 tweets

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