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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

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FULL INTERVIEW: Ryan Cohen explains his plan to acquire eBay. He unpacks his pitch to institutional investors, why eBay is so horribly run, and how Ryan plans to create billion in shareholder value. $GME $EBAY
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Ryan Cohen will simplify the eBay experience, adopt Chewy's tried and tested business model and rapidly evolve eBay's ability to delight customers, while growing revenue and streamlining costs. This man is the next Warren Buffet. $GME $EBAY
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Ryan Cohen will simplify the eBay experience, adopt Chewy's tried and tested business model and rapidly evolve eBay's ability to delight customers, while growing revenue and streamlining costs. This man is the next Warren Buffet. $GME $EBAY

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Ryan Cohen interview on Charles Payne: Ryan Cohen went into extensively explaining of how the proposed $GME / $EBAY deal can work: GameStop has $9B cash and says it has a highly committed $20B financing letter from TD. The offer is $125/share, split 50% cash and 50% equity. His argument is that eBay shareholders get immediate liquidity while still owning a large piece of the combined company, instead of only taking stock. Cohen frames the deal as EPS-accretive, not destructive dilution. The key point is that eBay is an asset-light marketplace doing $11B in revenue but carrying over $5.6B in operating expenses, including $2.5B in sales and marketing. Cohen believes those costs can be cut aggressively, making eBay far more profitable inside a combined GameStop/eBay structure. In simple terms: 1. GameStop brings cash + financing. 2. eBay brings earnings + marketplace scale. Cohen believes that operational efficiency turns the combined company into a much higher-earning business for both shareholder bases. Both $GME and $EBAY.
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GameStop CEO Ryan Cohen: 3 Ways I’d Fix eBay Cohen is currently trying to acquire eBay and merge it with $GME. So far, $EBAY has rejected his $56B offer. He believes eBay is a valuable asset with a ton of potential, but currently being mismanaged. His plan to fix eBay: 1) Cut $2B in costs, increase earnings immediately 2) Expand eBay’s live commerce platform ($400B market, growing fast, eBay Live has potential) 3) Create a liquid marketplace for in-game digital items “There are three areas. One, immediately improving earnings through cutting costs, pulling $2 billion of costs out of the business. And on the operating base of close to five and a half billion of expenses and 2.4 billion spent on sales and marketing for essentially no user growth, there's a lot of money to pull out there. There's two growth vectors that I'm very much interested in. Number one is live commerce. The TAM is like $400 billion. It's growing very quickly in the US, it's very popular in Asia. And eBay has the users, eBay has the brands, they have a platform. But the platform sucks for a lot of different reasons. That's a huge, huge growth opportunity for them to start doing really well in live commerce. The third thing, and this is something that I have not spoken about before publicly, is building a marketplace where you can provide liquidity for in-game digital items. If you look at all of these in-game items, triple A titles, that people are accumulating skins, weapons, essentially, it's what NFTs, people thought they were, but ultimately they had no real utility. In-game items actually have real utility, and no one's doing it. And, and this should already exist, and it's crazy that it doesn't exist.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise.
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FULL INTERVIEW: $GME CEO Ryan Cohen joins TBPN to discuss the eBay acquisition 00:22 Unpacking "half cash, half stock" 02:07 Ryan's vision for eBay 04:36 Live commerce and eBay 05:12 Why he's the best person to buy eBay 06:29 History of cutting costs at GameStop 08:47 Comparing the bid to Elon's Twitter take-private 12:01 eBay's reaction to the bid 13:48 Why eBay will be worth more under Ryan's leadership 18:02 How much of his net worth will be in eBay if the deal goes through 19:10 eBay's digital goods opportunity 22:57 Options if eBay rejects the bid 25:58 On ModRetro and retro gaming
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Ryan Cohen: "I would use eBay to provide liquidity for in-game digital items and i believe that adressable market could be much larger than eBay's marketplace on physical items and no one is doing it. This should already exist. And it's crazy that it doesn't exist."
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Andrew Ross Sorkin tries and fails to drag GameStop CEO Ryan Cohen through the details of his own proposal to buy eBay. The meme stock exec says he didn't approach eBay about the deal before announcing it and he's currently $14 billion short of the actual promised sale price.
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Ryan Cohen is out here listing used socks and mousepads for the price of a used car... and people were ACTUALLY bidding until his account got suspended. 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 and Emil DeRosa dive into the $GME and $EBAY madness on the latest episode of After Hours.
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Ryan Cohen is out here listing used socks and mousepads for the price of a used car... and people were ACTUALLY bidding until his account got suspended. 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 and Emil DeRosa dive into the $GME and $EBAY madness on the latest episode of After Hours.

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🚨 NOW THE eBay VISION MAKES SENSE. Ryan Cohen may not just be looking at auctions. He may be looking at the future of ownership. Gamers already spend billions on skins, items, collectibles, accounts, upgrades, and digital assets. But most of that value is trapped inside closed systems. You buy it. You use it. Then when you’re done, there’s often no simple trusted way to sell it back into the market. That is insane. If someone owns a rare Fortnite skin, a valuable in-game item, or a digital collectible another player wants, why shouldn’t there be a safe marketplace for that? Now think about GTA 6. Think about creator economies. Think about player-to-player commerce. Think about physical collectibles, PSA grading, trading cards, games, consoles, digital items, and rare assets all living inside one trusted marketplace ecosystem. eBay understands marketplaces. GameStop understands gamers. Ryan Cohen understands ownership. That’s the bridge. Wall Street sees a meme stock. Gamers see an economy. Collectors see value. Creators see opportunity. Ryan Cohen may be trying to connect all of it before the rest of the world realizes what’s coming. $GME
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🚨 NOW THE eBay VISION MAKES SENSE. Ryan Cohen may not just be looking at auctions. He may be looking at the future of ownership. Gamers already spend billions on skins, items, collectibles, accounts, upgrades, and digital assets. But most of that value is trapped inside closed systems. You buy it. You use it. Then when you’re done, there’s often no simple trusted way to sell it back into the market. That is insane. If someone owns a rare Fortnite skin, a valuable in-game item, or a digital collectible another player wants, why shouldn’t there be a safe marketplace for that? Now think about GTA 6. Think about creator economies. Think about player-to-player commerce. Think about physical collectibles, PSA grading, trading cards, games, consoles, digital items, and rare assets all living inside one trusted marketplace ecosystem. eBay understands marketplaces. GameStop understands gamers. Ryan Cohen understands ownership. That’s the bridge. Wall Street sees a meme stock. Gamers see an economy. Collectors see value. Creators see opportunity. Ryan Cohen may be trying to connect all of it before the rest of the world realizes what’s coming. $GME

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This is a great interview with Ryan Cohen conducted by a current eBay seller. It highlights something eBay’s board seems to completely ignore: their own customers. By selling products on eBay himself, Ryan has personally experienced the corporate friction the company creates with its sellers and customers. Ryan gives both eBay customers and shareholders valuable insight into how he would address many of their key issues and concerns. Activist investing is much like running for political office — you must pitch your vision to stakeholders to earn their support and drive change. Strong leadership in a company often mirrors a successful presidential campaign: the focus is on using funds wisely, reducing fraud and waste, and operating more efficiently. This approach benefits both customers and shareholders while creating a more connected and thriving community and business. Interview by Justin Resells $GME $EBAY $BBBY
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This is a great interview with Ryan Cohen conducted by a current eBay seller. It highlights something eBay’s board seems to completely ignore: their own customers. By selling products on eBay himself, Ryan has personally experienced the corporate friction the company creates with its sellers and customers. Ryan gives both eBay customers and shareholders valuable insight into how he would address many of their key issues and concerns. Activist investing is much like running for political office — you must pitch your vision to stakeholders to earn their support and drive change. Strong leadership in a company often mirrors a successful presidential campaign: the focus is on using funds wisely, reducing fraud and waste, and operating more efficiently. This approach benefits both customers and shareholders while creating a more connected and thriving community and business. Interview by Justin Resells $GME $EBAY $BBBY

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This got awkward fast GameStop wants to buy eBay in a deal worth ~$55.5B So today, Ryan Cohen went on CNBC And the obvious question was: How does a company worth about ~$11 billion buy one worth about ~$48 billion $GME has closed -10% since the interview aired
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"I want to own eBay forever. I love that business. It's run like a public utility. It should have been wiped out. But it hasn't been." $GME CEO Ryan Cohen explains what he wants to do with eBay, and why he wants to buy it: "Where we've had success at GameStop, and where eBay has had success, is in collectibles." "The founder [Anjney Midha] was talking about his Montblanc pen. And that's a good example. That's a perfect item to go buy on eBay, but you're always concerned that it isn't going to be real." "Using GameStop's 1,600 stores, we can immediately authenticate that item. The seller can ship it or we can ship it, but we've got 1,600 access points where we can do live authentication." "So we can go deep in collectibles, leveraging our physical infrastructure. We can increase intake by bringing a lot more products onto the platform." "And then there's a lot of other categories that I can grow. Look at live commerce as an example. eBay has 130 million users, and they're getting crushed by competitors in live commerce." "The website still looks the same as it did in 1995. But everyone's tried to kill this thing, and it's still making over $2 billion a year. That shows you the durability of the business."
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"I want to own eBay forever. I love that business. It's run like a public utility. It should have been wiped out. But it hasn't been." $GME CEO Ryan Cohen explains what he wants to do with eBay, and why he wants to buy it: "Where we've had success at GameStop, and where eBay has had success, is in collectibles." "The founder [Anjney Midha] was talking about his Montblanc pen. And that's a good example. That's a perfect item to go buy on eBay, but you're always concerned that it isn't going to be real." "Using GameStop's 1,600 stores, we can immediately authenticate that item. The seller can ship it or we can ship it, but we've got 1,600 access points where we can do live authentication." "So we can go deep in collectibles, leveraging our physical infrastructure. We can increase intake by bringing a lot more products onto the platform." "And then there's a lot of other categories that I can grow. Look at live commerce as an example. eBay has 130 million users, and they're getting crushed by competitors in live commerce." "The website still looks the same as it did in 1995. But everyone's tried to kill this thing, and it's still making over $2 billion a year. That shows you the durability of the business."

TBPN

88,586 просмотров • 4 месяцев назад