My mind on GME

Shop at GameStop

[Larry Cheng @larryvc]

ICYMI - GameStop News Last Week

1. Ryan Cohen withdraws CEO performance award to focus company on eBay

2. Ryan Cohen Announces $500M personal investment into eBay transaction

3. GameStop projects FY2026 Adjusted EBITDA in excess of $600M

#proud

$GME (full links in thread)

[My mind on GME @GMEonmymind]

@rnewton7777

[Larry Cheng @larryvc]

$GME

[GameStop @gamestop]

GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.

https://t.co/BAu3T6V9w4

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[Ryan Cohen @ryancohen]

😂

[My mind on GME @GMEonmymind]

@rnewton7777

[Larry Cheng @larryvc]

A major competitive advantage for those with this DNA:

"Thiel said the number one predictor of which of his students went on to build something important was not intelligence. It was tolerance for being publicly wrong-sounding for years before being right."

[Ryan Cohen @ryancohen]

🫪

[My mind on GME @GMEonmymind]

@rnewton7777 "So bearish, I'm bullish"

[Anthony Pompliano 🌪 @APompliano]

FULL INTERVIEW: @ryancohen 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

[Ryan Cohen @ryancohen]

🎯

[Ryan Cohen @ryancohen]

you’d think with 2.4 billion in marketing spend, they could login to X

[Ryan Cohen @ryancohen]

This is disgusting

[My mind on GME @GMEonmymind]

@ryancohen @eBay You’re hilarious 🤣

[Ryan Cohen @ryancohen]

I’m selling stuff on eBay to pay for eBay

https://t.co/REaITX9iXr

[TBPN @tbpn]

FULL INTERVIEW: $GME CEO @ryancohen 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

[Ryan Cohen @ryancohen]

Proposal to acquire eBay.
https://t.co/FwjcxbDmyt