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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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Salvatore Linteum

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38,105 просмотров • 4 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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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: $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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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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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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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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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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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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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
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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

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GameStop CEO Ryan Cohen is coming for eBay, and the FCC wants to regulate the space economy. What does this mean for shareholders, and can space be regulated? Edward Ludlow has The Rundown on this week's biggest tech stories
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GameStop CEO Ryan Cohen is coming for eBay, and the FCC wants to regulate the space economy. What does this mean for shareholders, and can space be regulated? Edward Ludlow has The Rundown on this week's biggest tech stories

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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 🏴‍☠️🚀
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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 🏴‍☠️🚀

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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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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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"They hate me. They're not happy about this. After this interview, they're really not going to like me." $GME's Ryan Cohen explains why he already knows eBay and its Board are going to fight the acquisition:
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"They hate me. They're not happy about this. After this interview, they're really not going to like me." $GME's Ryan Cohen explains why he already knows eBay and its Board are going to fight the acquisition:

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Shareholders is a week away, and the $EBAY deal is on the line with 1.5 billion shares on the ballot. Ryan Cohen pulled his comp plan at the last minute too Wonder if freeing up 171 million more shares had anything to do with it…. We break down all the weeks news and preview the 2026 shareholders meeting on this weeks episode of The Echo Chamber with guest hosts M and ib35y45 LFG $GME
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Shareholders is a week away, and the $EBAY deal is on the line with 1.5 billion shares on the ballot. Ryan Cohen pulled his comp plan at the last minute too Wonder if freeing up 171 million more shares had anything to do with it…. We break down all the weeks news and preview the 2026 shareholders meeting on this weeks episode of The Echo Chamber with guest hosts M and ib35y45 LFG $GME

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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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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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