正在加载视频...

视频加载失败

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...

40,437 次观看 • 2 个月前 •via X (Twitter)

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

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

117,488 次观看 • 23 天前

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

63,878 次观看 • 22 天前

I'm only pointing this out, as I think Ryan Cohen has his letters lined up, ready to fire at will, with some devastating Cannon blasts. Especially if the Board of eBay wants to force this into a hostile takeover. Ryan, imo, has more material to sink every one of those folks, expose their greed, inappropriate relationships, and more material evidence of the reasons why they might want to protect their exorbitant compensation. All the while, sticking it to the common stock shareholders, the people that pay their salary, benefits, in-house happy hour bill, and more, with a list too long to recite. Certain eBay board members apparently like to hob nob with the Milken scene. You know, the Beverly Hills conferences, the high finance hedge fund types, after parties at Jimmy Kimmel's venture capital company called Wheelhouse360. Talk about birds of a feather. In 2025, this eBay board member shared a seat on a panel of experts on AI at a Milken conference. The one other panel "expert" that caught my eye was Carl Icahn's friend (not), who Carl forced his resignation as CEO of Illumina in 2023, for making a foolish Acquisition, devastating shareholders with a decline of 62% in their stock price and $50B of Market Cap. All the while, the "independent board" was dead set on overpaying that CEO deSouza in 2022 by increasing his compensation to $27M, which was an 87% increase from the year prior. Carl explained in his Illumina Letters, that the acquisition deSouza pushed for was doomed from the start, as the Feds still hadn't approved their product to be used in the U.S. and would never get approval from the Fed. And guess what? They didn't get approval, and Carl was right. From Carl's letter to his fellow Illumina Shareholders: "Illumina’s letter is penned by incumbent Chairman John Thompson and begins with the phrase, “As Independent Chair of the Board of Illumina…”" "We wonder how Chairman John Thompson and CEO Francis deSouza can continue with straight faces to minimize their extensive relationship. We find this difficult to accept when CEO Francis deSouza publicly stated in November 2021: “I’ve known John over the last 15 years, as sometimes a boss, many many times a mentor and ALWAYS A FRIEND”" "We also remind shareholders that, despite Illumina’s stock declining 62%, resulting in $50 billion of value destruction, the incumbent board of directors saw fit to reward CEO Francis deSouza with an 87% increase in compensation to $27 million in 2022" Me personally. I can't wait. I think RC has these rats backed up into a corner, and he is fired up and ready to start playing Whack-A-Mole..strike that..Whack-A-Rat. Which, imo, is the same reason, why MSM is slamming RC too. They are cooked, and they know it. 🐀🔨...😂

DirtΞvader

20,841 次观看 • 2 个月前