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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...

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Han Akamatsu 赤松

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36,844 просмотров • 4 месяцев назад •via X (Twitter)

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GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."
6:18

GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."

WOLF

42,203 просмотров • 5 месяцев назад

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
27:29

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

TBPN

171,828 просмотров • 4 месяцев назад

$GME CEO Ryan Cohen unpacks "half cash, half stock": "We have the cash accounted for today, in terms of a highly confident letter from our bank for the $20 billion. Plus we've got $9 billion of cash." "What we're proposing is for existing shareholders to take half of their investment off the table. That would be us providing them with $28 billion, which is a 40% premium from when we started buying the stock." "And then they would be getting roughly — it ultimately depends on when the transaction closes — but they would be rolling the rest into the combined company of GameStop and eBay."
2:28

$GME CEO Ryan Cohen unpacks "half cash, half stock": "We have the cash accounted for today, in terms of a highly confident letter from our bank for the $20 billion. Plus we've got $9 billion of cash." "What we're proposing is for existing shareholders to take half of their investment off the table. That would be us providing them with $28 billion, which is a 40% premium from when we started buying the stock." "And then they would be getting roughly — it ultimately depends on when the transaction closes — but they would be rolling the rest into the combined company of GameStop and eBay."

TBPN

429,590 просмотров • 4 месяцев назад

eBay is the Kansas City Shuffle. The shorts are pushing the eBay price higher because they believe a potential acquisition won’t work without massive dilution. Their entire thesis is based on the assumption that Ryan Cohen would keep issuing more and more shares just to buy eBay at any price. They expect a deal structured around 50% cash and 50% stock, with GameStop continuously diluting shareholders to make it happen. But what if that’s exactly the trap? What if Ryan decides not to buy eBay at all? Instead, GameStop could use its position, cash reserves, and market conditions to aggressively buy back shares and lock up more of the float. That completely flips the narrative and puts enormous pressure on the short thesis. And then Kitty steps out of the box again and pushes the entire momentum even further. After that, if markets eventually collapse and valuations across the board get crushed, GameStop would still have the ability to issue shares later at the right moment and acquire companies far cheaper — not just eBay, but potentially multiple businesses and valuable assets during a downturn. That’s why I think many people still don’t understand the bigger picture. They are focused on short-term headlines while Ryan Cohen appears to be thinking several moves ahead. $GME 🏴‍☠️🚀
0:49

eBay is the Kansas City Shuffle. The shorts are pushing the eBay price higher because they believe a potential acquisition won’t work without massive dilution. Their entire thesis is based on the assumption that Ryan Cohen would keep issuing more and more shares just to buy eBay at any price. They expect a deal structured around 50% cash and 50% stock, with GameStop continuously diluting shareholders to make it happen. But what if that’s exactly the trap? What if Ryan decides not to buy eBay at all? Instead, GameStop could use its position, cash reserves, and market conditions to aggressively buy back shares and lock up more of the float. That completely flips the narrative and puts enormous pressure on the short thesis. And then Kitty steps out of the box again and pushes the entire momentum even further. After that, if markets eventually collapse and valuations across the board get crushed, GameStop would still have the ability to issue shares later at the right moment and acquire companies far cheaper — not just eBay, but potentially multiple businesses and valuable assets during a downturn. That’s why I think many people still don’t understand the bigger picture. They are focused on short-term headlines while Ryan Cohen appears to be thinking several moves ahead. $GME 🏴‍☠️🚀

Mr Infinity ⭕️

86,929 просмотров • 4 месяцев назад

$GME GameStop okay I might be missing something here… But can’t stop thinking about something Ryan Cohen said yesterday… Let me begin by first saying Ryan Cohen is VERY careful with his words. Listen to this part of the interview. Ryan is using deal math that gets to a post-merger ownership of 60% eBay / 40% GameStop for existing shareholders. But at Friday’s closing stock price of $26.53, that math was 70:30 (see below) I don’t think Ryan meant this point as a hypothetical. Meaning I think the dilution math will ACTUALLY be 60:40. Which brings me to key point #1: This would mean Ryan is implying $GME stock will be at the price needed for 60:40 by the time the deal is finalized. Well, for ownership split to be 60:40… According to my math (disclaimer: I’m bad at math) that price is ~$40. Ryan also said he’s ready to GO on the transaction NOW. Which brings me to key point #2: This would mean GameStop is sitting on news. And Ryan is confident that news will send the stock to *drumroll please*… AT LEAST $40. That’s how he’s going to buy eBay. 50% cash, 50% stock. It’s on the website. In Ryan we trust. Moass is tomorrow.
0:58

$GME GameStop okay I might be missing something here… But can’t stop thinking about something Ryan Cohen said yesterday… Let me begin by first saying Ryan Cohen is VERY careful with his words. Listen to this part of the interview. Ryan is using deal math that gets to a post-merger ownership of 60% eBay / 40% GameStop for existing shareholders. But at Friday’s closing stock price of $26.53, that math was 70:30 (see below) I don’t think Ryan meant this point as a hypothetical. Meaning I think the dilution math will ACTUALLY be 60:40. Which brings me to key point #1: This would mean Ryan is implying $GME stock will be at the price needed for 60:40 by the time the deal is finalized. Well, for ownership split to be 60:40… According to my math (disclaimer: I’m bad at math) that price is ~$40. Ryan also said he’s ready to GO on the transaction NOW. Which brings me to key point #2: This would mean GameStop is sitting on news. And Ryan is confident that news will send the stock to *drumroll please*… AT LEAST $40. That’s how he’s going to buy eBay. 50% cash, 50% stock. It’s on the website. In Ryan we trust. Moass is tomorrow.

GregisKitty

390,479 просмотров • 4 месяцев назад

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
43:04

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

alpha5tate 🇺🇸

40,492 просмотров • 4 месяцев назад

AMP founder Anjney Midha thinks GameStop CEO Ryan Cohen is onto something with his eBay bid. He says that eBay's 10K filing showed it spent $2.4B on marketing to acquire a million users, or $2,400/ user, in FY2025. "I don't think he's buying eBay because he thinks he's smarter than eBay's product team. I think he's buying eBay because he can see $2 billion of fat that Wall Street has been pricing as fixed costs. So he goes, 'Let me cut that, and the interest on the debt just pays for itself.'" Anjey also says Cohen could use Gamestop's 1,600 retail locations to physically authenticate collectors' items, which eBay does big business in.
3:51

AMP founder Anjney Midha thinks GameStop CEO Ryan Cohen is onto something with his eBay bid. He says that eBay's 10K filing showed it spent $2.4B on marketing to acquire a million users, or $2,400/ user, in FY2025. "I don't think he's buying eBay because he thinks he's smarter than eBay's product team. I think he's buying eBay because he can see $2 billion of fat that Wall Street has been pricing as fixed costs. So he goes, 'Let me cut that, and the interest on the debt just pays for itself.'" Anjey also says Cohen could use Gamestop's 1,600 retail locations to physically authenticate collectors' items, which eBay does big business in.

TBPN

259,180 просмотров • 5 месяцев назад

THE ALL-IN INTERVIEW IS BACK! 🚨 david friedberg sits down with Ryan Cohen to discuss running $GME and his $56B offer to take over $EBAY -- Building and selling $CHWY for $3.35B -- How to compete with $AMZN in e-commerce -- Activist investing and his road to GameStop CEO -- What he sees in eBay: Massive potential, poor execution -- Ryan lays out his three-part vision for eBay ++ more! (0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop ------------------------------------------ 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.
1:03:02

THE ALL-IN INTERVIEW IS BACK! 🚨 david friedberg sits down with Ryan Cohen to discuss running $GME and his $56B offer to take over $EBAY -- Building and selling $CHWY for $3.35B -- How to compete with $AMZN in e-commerce -- Activist investing and his road to GameStop CEO -- What he sees in eBay: Massive potential, poor execution -- Ryan lays out his three-part vision for eBay ++ more! (0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop ------------------------------------------ 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.

The All-In Podcast

129,170 просмотров • 3 месяцев назад

$GME GameStop is going to unlock a new economy! 🚨🚨🚨 Listen to this segment from Ryan Cohen in today’s All-In podcast. Ryan Cohen announced he’ll use eBay to build a NEW digital marketplace for in-game items. This is something that has never been done before and it changes everything: Every skin, weapon, virtual item, or asset you earn in games suddenly has real-world tradable value. What you own in a game becomes a true asset you can buy, sell, or cash out (just like stocks or physical goods). This is a MASSIVE deal! It turns gaming from pure entertainment into a REAL EARNING ECONOMY. Players get actual ownership and liquidity for their time and skill, creators can build thriving secondary markets, and the entire industry shifts toward player-owned economies at scale. Ryan Cohen is going to finally unlock the gaming economy.
1:56

$GME GameStop is going to unlock a new economy! 🚨🚨🚨 Listen to this segment from Ryan Cohen in today’s All-In podcast. Ryan Cohen announced he’ll use eBay to build a NEW digital marketplace for in-game items. This is something that has never been done before and it changes everything: Every skin, weapon, virtual item, or asset you earn in games suddenly has real-world tradable value. What you own in a game becomes a true asset you can buy, sell, or cash out (just like stocks or physical goods). This is a MASSIVE deal! It turns gaming from pure entertainment into a REAL EARNING ECONOMY. Players get actual ownership and liquidity for their time and skill, creators can build thriving secondary markets, and the entire industry shifts toward player-owned economies at scale. Ryan Cohen is going to finally unlock the gaming economy.

GregisKitty

43,140 просмотров • 3 месяцев назад

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.
1:27

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.

The All-In Podcast

77,925 просмотров • 3 месяцев назад

"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."
2:31

"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

Bloomberg interviewer fishing for a response on games going digital-only. Ryan Cohen: "It doesn't matter. It doesn't matter at all. Software today makes up less than 12% of the business...so it's totally, totally irrelevant." I've said this before, and I'll say it again: GameStop made 93% of last year's annual net income in ONE quarter. Mostly from financial investments, NOT retail sales. GAMESTOP IS NO LONGER A VIDEO GAME RETAILER. 🐘 $GME $EBAY
0:52

Bloomberg interviewer fishing for a response on games going digital-only. Ryan Cohen: "It doesn't matter. It doesn't matter at all. Software today makes up less than 12% of the business...so it's totally, totally irrelevant." I've said this before, and I'll say it again: GameStop made 93% of last year's annual net income in ONE quarter. Mostly from financial investments, NOT retail sales. GAMESTOP IS NO LONGER A VIDEO GAME RETAILER. 🐘 $GME $EBAY

domoshi

34,131 просмотров • 2 месяцев назад

did Jimmy Kimmel just make me want to buy more GME? "GameStop. You know the store nobody goes to cause you can download every game imaginable at home GameStop has announced a surprise oid to buy eBay The CE O. Of GameStop who's just very weird, but, like, weirder than the people who go to his store, told the Wall Street Journal that his company made an unsolicited proposal to buy eBay for $56 billion. Where they will get $56 billion? Nobody knows. Their whole company is onlv worth $11 billion. This is like Arby's trying to buy apple And so, as an experiment typed the words GameStop Store intc eBay. The very first thing I got was a GameStop store closing sign Maybe that's why they wanna buy it To keep those signs from getting out of there."
0:47

did Jimmy Kimmel just make me want to buy more GME? "GameStop. You know the store nobody goes to cause you can download every game imaginable at home GameStop has announced a surprise oid to buy eBay The CE O. Of GameStop who's just very weird, but, like, weirder than the people who go to his store, told the Wall Street Journal that his company made an unsolicited proposal to buy eBay for $56 billion. Where they will get $56 billion? Nobody knows. Their whole company is onlv worth $11 billion. This is like Arby's trying to buy apple And so, as an experiment typed the words GameStop Store intc eBay. The very first thing I got was a GameStop store closing sign Maybe that's why they wanna buy it To keep those signs from getting out of there."

TaraBull

94,525 просмотров • 4 месяцев назад

🚨 Speculation, but this is the vision. If GameStop buys eBay, the play is not “fixing an auction site.” It is turning every person on Earth into a global seller. Scan an item with AI. List it in seconds. Go live from anywhere. Reach millions of buyers. Accept any currency. Verify every item. Prove ownership. Settle transactions seamlessly. Ship through trusted rails. That is not e-commerce. That is a global commerce operating system. eBay brings the marketplace. GameStop brings the trust layer. AI brings instant listings. Live commerce brings attention. Authentication brings legitimacy. Bitcoin brings neutral settlement. The buyer pays however they want. The seller receives whatever they choose. The item is verified. The transaction is trusted. Everyone gets their own QVC. Every collectible gets a global market. Every small seller gets worldwide reach. If Ryan Cohen pulls this off, Wall Street will realize too late that GameStop was never just a turnaround. It was the foundation for the next era of retail. Anyone can sell. Anyone can buy. Any currency can be used. Every transaction can be trusted. That is the future.
1:31

🚨 Speculation, but this is the vision. If GameStop buys eBay, the play is not “fixing an auction site.” It is turning every person on Earth into a global seller. Scan an item with AI. List it in seconds. Go live from anywhere. Reach millions of buyers. Accept any currency. Verify every item. Prove ownership. Settle transactions seamlessly. Ship through trusted rails. That is not e-commerce. That is a global commerce operating system. eBay brings the marketplace. GameStop brings the trust layer. AI brings instant listings. Live commerce brings attention. Authentication brings legitimacy. Bitcoin brings neutral settlement. The buyer pays however they want. The seller receives whatever they choose. The item is verified. The transaction is trusted. Everyone gets their own QVC. Every collectible gets a global market. Every small seller gets worldwide reach. If Ryan Cohen pulls this off, Wall Street will realize too late that GameStop was never just a turnaround. It was the foundation for the next era of retail. Anyone can sell. Anyone can buy. Any currency can be used. Every transaction can be trusted. That is the future.

MD

44,532 просмотров • 4 месяцев назад

🚨 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
1:56

🚨 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

MD

20,045 просмотров • 3 месяцев назад

Ryan Cohen: And what I want to understand is why everybody (mainstream media) wants GameStop to fail - both its core business and in this transaction. What world do we live in where...we’re rooting for...an entrenched management team that has no skin in the game? And someone that’s risking their own capital - there’s nothing more American than that - you want us to fail? I want to understand that. Mainstream Media Journalist (not answering the question): Ryan, I’m a technology journalist. I host a tech show on Bloomberg. This is like asking the referee why the game is rigged, and he just says, "I wear stripes". 🤦‍♀️ $GME $EBAY
0:38

Ryan Cohen: And what I want to understand is why everybody (mainstream media) wants GameStop to fail - both its core business and in this transaction. What world do we live in where...we’re rooting for...an entrenched management team that has no skin in the game? And someone that’s risking their own capital - there’s nothing more American than that - you want us to fail? I want to understand that. Mainstream Media Journalist (not answering the question): Ryan, I’m a technology journalist. I host a tech show on Bloomberg. This is like asking the referee why the game is rigged, and he just says, "I wear stripes". 🤦‍♀️ $GME $EBAY

domoshi

30,855 просмотров • 2 месяцев назад

🚨 Neon District 2077 GameStop Lives🚨 If you don’t get the GameStop /eBay vision yet, I hope this helps. Imagine walking into a GameStop with a box of trading cards, video games, collectibles, sneakers, comics, or memorabilia. Instead of getting a low trade-in offer, your item gets authenticated, photographed, listed, and placed in front of a live global audience. Not one buyer. Not one pawn-shop style offer. A real-time market. Thousands of collectors watching. Bidding. Competing. Deciding the value in public. Now imagine celebrity guests, creators, athletes, streamers, and collectors hosting live auctions from GameStop locations all over the world. New York. Tokyo. London. Los Angeles. Dallas. Paris. Every store becomes more than a store. It becomes an intake center. An authentication hub. A live auction studio. A fulfillment center. A marketplace powered by trust, culture, and community. That is the part people are missing. This isn’t just about buying eBay. It’s about rebuilding what eBay should have become. A trusted global marketplace where sellers get real price discovery, buyers get authenticated products, and collectibles become entertainment. The future of commerce is not scrolling through dead listings and hoping the seller is real. The future is live. Verified. Social. Global. Instant. GameStop has the stores. eBay has the marketplace. Collectors have the inventory. Creators have the audience. The public has the demand. Put it all together and you don’t just have a turnaround story. You have the blueprint for the next era of commerce. $GME 🚀 🌖
1:13

🚨 Neon District 2077 GameStop Lives🚨 If you don’t get the GameStop /eBay vision yet, I hope this helps. Imagine walking into a GameStop with a box of trading cards, video games, collectibles, sneakers, comics, or memorabilia. Instead of getting a low trade-in offer, your item gets authenticated, photographed, listed, and placed in front of a live global audience. Not one buyer. Not one pawn-shop style offer. A real-time market. Thousands of collectors watching. Bidding. Competing. Deciding the value in public. Now imagine celebrity guests, creators, athletes, streamers, and collectors hosting live auctions from GameStop locations all over the world. New York. Tokyo. London. Los Angeles. Dallas. Paris. Every store becomes more than a store. It becomes an intake center. An authentication hub. A live auction studio. A fulfillment center. A marketplace powered by trust, culture, and community. That is the part people are missing. This isn’t just about buying eBay. It’s about rebuilding what eBay should have become. A trusted global marketplace where sellers get real price discovery, buyers get authenticated products, and collectibles become entertainment. The future of commerce is not scrolling through dead listings and hoping the seller is real. The future is live. Verified. Social. Global. Instant. GameStop has the stores. eBay has the marketplace. Collectors have the inventory. Creators have the audience. The public has the demand. Put it all together and you don’t just have a turnaround story. You have the blueprint for the next era of commerce. $GME 🚀 🌖

MD

34,575 просмотров • 4 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.."
3:30

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 • 2 месяцев назад

🔥🔥🔥 Ryan Cohen just said on the All-In Podcast he’s putting $500M of his own capital into the GameStop-eBay transaction. Most CEOs ask shareholders to take the risk. RC is stepping into the fire with them. GameStop is no longer being framed as a retailer. The vision is an ownership platform built around real-world assets, collectibles, tokenized securities, private equity, art, real estate, trading cards, comics, gaming assets, and more. One place to buy, own, trade, transfer, manage, and monetize assets with greater transparency, liquidity, and global access. A projected $16T+ tokenized asset market by 2030 is the opportunity. GameStop already has a passionate community, collectibles expertise, digital asset experience, retail infrastructure, and a strong balance sheet. Retailer was the first chapter. Platform is the next chapter. Ownership is the future. $GME is building for it. 💎🚀
0:28

🔥🔥🔥 Ryan Cohen just said on the All-In Podcast he’s putting $500M of his own capital into the GameStop-eBay transaction. Most CEOs ask shareholders to take the risk. RC is stepping into the fire with them. GameStop is no longer being framed as a retailer. The vision is an ownership platform built around real-world assets, collectibles, tokenized securities, private equity, art, real estate, trading cards, comics, gaming assets, and more. One place to buy, own, trade, transfer, manage, and monetize assets with greater transparency, liquidity, and global access. A projected $16T+ tokenized asset market by 2030 is the opportunity. GameStop already has a passionate community, collectibles expertise, digital asset experience, retail infrastructure, and a strong balance sheet. Retailer was the first chapter. Platform is the next chapter. Ownership is the future. $GME is building for it. 💎🚀

Wiz888999

17,691 просмотров • 3 месяцев назад