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bad robot ventures

@foxenflask • 7,432 subscribers

proprietary public equities fund deploying capital into stocks and derivatives with mid to long-term time horizons + selective private placements

Shorts

“Both through GameStop, and me personally” $GME $EBAY

“Both through GameStop, and me personally” $GME $EBAY

34,603 просмотров

Like I said and (hopefully) for the last time ever, any underwriting done by bankers for the financing portion of this deal was done on the balance sheet of the CombinedCo $GME x $EBAY

Like I said and (hopefully) for the last time ever, any underwriting done by bankers for the financing portion of this deal was done on the balance sheet of the CombinedCo $GME x $EBAY

26,243 просмотров

We’re all thinking it… $GME

We’re all thinking it… $GME

10,175 просмотров

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BREAKING: Ryan Cohen revealed for the first time that he is going to put $500M of his own capital into the $EBAY bid He also revealed that he has spoken to institutional investors prior to the upcoming Schedule TO from $GME

BREAKING: Ryan Cohen revealed for the first time that he is going to put $500M of his own capital into the $EBAY bid He also revealed that he has spoken to institutional investors prior to the upcoming Schedule TO from $GME

bad robot ventures

103,440 просмотров • 4 месяцев назад

This specific bit where he said “No comment” in the China segment was more comment than anything else from the interview for me. I remember that we haven't heard further on new store openings yet besides the location in Ohio. If a future ebay + $GME + PSA (or some form of digital + physical Collectibles front like PowerPacks) was going to go into China, things could get explosive very quickly with valuations.

This specific bit where he said “No comment” in the China segment was more comment than anything else from the interview for me. I remember that we haven't heard further on new store openings yet besides the location in Ohio. If a future ebay + $GME + PSA (or some form of digital + physical Collectibles front like PowerPacks) was going to go into China, things could get explosive very quickly with valuations.

bad robot ventures

14,330 просмотров • 16 дней назад

BREAKING: “..And this is something I haven’t spoken about before publicly…” Ryan Cohen reveals the third prong of his eBay proposition (besides cost cutting and growing live commerce): his plans to make a digital in-game marketplace $GME x $EBAY

BREAKING: “..And this is something I haven’t spoken about before publicly…” Ryan Cohen reveals the third prong of his eBay proposition (besides cost cutting and growing live commerce): his plans to make a digital in-game marketplace $GME x $EBAY

bad robot ventures

79,389 просмотров • 4 месяцев назад

Maybe I buried the lead here a little. Ryan Cohen has spoken to the shareholders at eBay and they are IN. Interpret it how you want, but to me he said so himself in this part of the interview with the All-in pod $GME

Maybe I buried the lead here a little. Ryan Cohen has spoken to the shareholders at eBay and they are IN. Interpret it how you want, but to me he said so himself in this part of the interview with the All-in pod $GME

bad robot ventures

38,279 просмотров • 3 месяцев назад

What I would do to be in that WAR ROOM… $GME x $EBAY

What I would do to be in that WAR ROOM… $GME x $EBAY

bad robot ventures

38,115 просмотров • 5 месяцев назад

Just wanted to take this opportunity to say it’s been great to get to know everyone and be in this with the entire $GME community going back to 2021. Last night Kevin Gill posted about the movie Seven (What’s in the box?!). Fuckle The Buck Up and in the famous words of Kash Patel, I’ll see you all in Valhalla 🚀

Just wanted to take this opportunity to say it’s been great to get to know everyone and be in this with the entire $GME community going back to 2021. Last night Kevin Gill posted about the movie Seven (What’s in the box?!). Fuckle The Buck Up and in the famous words of Kash Patel, I’ll see you all in Valhalla 🚀

bad robot ventures

54,724 просмотров • 9 месяцев назад

Some general comments and pattern recognition from david friedberg on the latest The All-In Podcast, on an emerging category of acquisitions that he’s noticed, with some mentions of $GME and Ryan Cohen being squarely in that mix and possibly setting the precedent. "..I'll make a prediction, I think that $EBAY and $PYPL are probably the beginning of a wave of megadeals, of let’s call it, flaccid digitinal businesses that can be revived with the bluechew of cqpitql ans the right operator and I think that there is probably a big wave of this to come.." "..And that's a massive opportunity, the question is, as a capital provider, who do you partner with to execute that operational revival of that business? You're not gonna go hire some Mckinsey consultnt to go to that work for you, its gotta be the best of the best, its gotta be the right players in the business. I think Ryan Cohen has proved his metal with everything hes done with Chewy and GameStop.."

Some general comments and pattern recognition from david friedberg on the latest The All-In Podcast, on an emerging category of acquisitions that he’s noticed, with some mentions of $GME and Ryan Cohen being squarely in that mix and possibly setting the precedent. "..I'll make a prediction, I think that $EBAY and $PYPL are probably the beginning of a wave of megadeals, of let’s call it, flaccid digitinal businesses that can be revived with the bluechew of cqpitql ans the right operator and I think that there is probably a big wave of this to come.." "..And that's a massive opportunity, the question is, as a capital provider, who do you partner with to execute that operational revival of that business? You're not gonna go hire some Mckinsey consultnt to go to that work for you, its gotta be the best of the best, its gotta be the right players in the business. I think Ryan Cohen has proved his metal with everything hes done with Chewy and GameStop.."

bad robot ventures

18,641 просмотров • 3 месяцев назад

More on how the existing 1600 $GME physical locations fit in to the picture post-acquisition of $EBAY, ranging from being authentication/shipping hubs to being a studio/logistics centers for live shopping and content creators. Which by the way, even after closing thousands of stores, there is still one GameStop store within 15 minutes for 80% of Americans!

More on how the existing 1600 $GME physical locations fit in to the picture post-acquisition of $EBAY, ranging from being authentication/shipping hubs to being a studio/logistics centers for live shopping and content creators. Which by the way, even after closing thousands of stores, there is still one GameStop store within 15 minutes for 80% of Americans!

bad robot ventures

19,486 просмотров • 3 месяцев назад

Words of experience from david friedberg on current $GME efforts to acquire $EBAY. Big part of why Ryan is continuing his PR tour harder than ever. Next stop is Bloomberg, during* market hours on Thursday.

Words of experience from david friedberg on current $GME efforts to acquire $EBAY. Big part of why Ryan is continuing his PR tour harder than ever. Next stop is Bloomberg, during* market hours on Thursday.

bad robot ventures

17,492 просмотров • 3 месяцев назад

Forward guidance on $GME straight from the CEO: “I don’t have a crystal ball. But, if you look at where the company was from when I joined the board in January of 2021 and a few hundred million of debt, losing hundreds of millions of dollars - to where the company is today, you know, $9bn cash on the balance sheet and the retail business is running profitably. Then, you know, you may be able to extrapolate and see where we we will be in the future” Like he said, he doesn't have a crystal ball. Butttt we all might know someone that has a modern equivalent.

Forward guidance on $GME straight from the CEO: “I don’t have a crystal ball. But, if you look at where the company was from when I joined the board in January of 2021 and a few hundred million of debt, losing hundreds of millions of dollars - to where the company is today, you know, $9bn cash on the balance sheet and the retail business is running profitably. Then, you know, you may be able to extrapolate and see where we we will be in the future” Like he said, he doesn't have a crystal ball. Butttt we all might know someone that has a modern equivalent.

42,070 просмотров • 1 год назад

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