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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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Anthony Pompliano 🌪

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687,410 просмотров • 3 месяцев назад •via X (Twitter)

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Ryan Cohen says he is a missionary, not a mercenary, which is why he should run eBay. Ultimately, Ryan Cohen says, "It's going to come down to the owners of the business and who they believe are the best fiduciaries of their capital." $GME $EBAY
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GameStop CEO Ryan Cohen is "selling stuff on eBay to pay for eBay" Genius. This just days after CNBC's Sorkin attempted to ridicule Cohen regarding how he would raise funds to acquire eBay. Is the math mathin now Sorkin?
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JUST IN🚨 RYAN COHEN SAYS 50% OF EQUITY IS BEING ROLLED INTO GAMESTOP AND EBAY $GME $EBAY
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GameStop CEO Ryan Cohen - Full interview with Piers Morgan - Discussing GameStop's bid to buy out eBay! Power to the Players. 🔥 $GME #GME
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Listen to this new Ryan Cohen interview clip and tell me he's not going to get eBay. He wants it BADLY. $GME
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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 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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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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