@K_Stockalper@42traders Ah ok. Schön mal wieder was von dir zu hören. 👍🏻 Bist auch kein Clickbaittyp. Und das macht dich ebenfalls sympathisch. Ich hoffe mal , bis bald
Danke, mein Hauptziel ist es aktiv zu traden - könnte hier auf X noch viel mehr machen. Die großen DE Accounts liefern so gut wie keinen Content - bzw. Content der schon 1000 mal durchgekaut wurde - daher fleißig teilen, damit auch andere von meinem Content profitieren können 😉🫡🙏
@Marsupilami_777@VceOfReason Auch nur die halbe Wahrheit:
• Heute laufen jedoch die meisten Klimaanlagen nicht über Solaranlagen, sondern am Stromnetz; Solar-Kühlung ist eine Nische, auch wenn der Erneuerbaren-Anteil am Netz in Deutschland gestiegen ist.
Dear Members of the GameStop Board of Directors,
Dear Mr. Ryan Cohen,
@ryancohen@larryvc@gamestop@GameStopHelp
I am writing to you as a long term shareholder of GameStop. For several years I have held shares in the company and accompanied it through all the ups and downs, including the volatile meme stock period, the turnaround efforts, and every challenge along the way. I believed in the vision, in the strengthening of the balance sheet, the build up of cash reserves, and a disciplined strategy. It is precisely because of this long term commitment that I am reaching out today with great disappointment and serious concern.The non binding takeover offer for eBay in the amount of approximately 55.5 billion dollars (125 dollars per share, half in cash and half in GameStop shares), including up to 20 billion dollars in external financing, goes in my view in the completely wrong direction. GameStop has built up a strong cash position of around 9.4 billion dollars in recent years. Using this cash now for a significantly larger and highly valued acquisition in a phase of expensive market valuations carries substantial risks.This move strongly resembles the classic mistakes many companies make during boom periods, especially the Porsche Volkswagen case of 2007 and 2008. Back then Porsche tried to take over Volkswagen with massive debt and derivatives. As long as the markets were rising and financing was cheap, the approach looked successful. But when the financial crisis hit, interest rates rose, and credit markets froze, the situation reversed dramatically. Porsche faced collapse and ultimately had to be integrated by Volkswagen. In stark contrast stands the Berkshire Hathaway model of Warren Buffett and Charlie Munger. Berkshire remains extremely conservative at the holding company level and only takes on debt very cautiously. Acquisitions are primarily financed with internal cash flows, strong operating results of the target companies, or the famous insurance float. Any debt, if used at all, is placed at the level of the acquired companies. This kept Berkshire stable even during crises like 2008 or 2020 and even allowed it to act as an investor during difficult times. It is exactly this discipline, buying with an adequate margin of safety, focusing on strong cash flows, and maintaining a conservative balance sheet policy, that I had hoped for from GameStop. Instead, the company is now taking an aggressive, debt financed leap to acquire a much larger company at a significant premium. In a market environment with structurally higher interest rates, potential refinancing risks, and possible economic cooling, such leverage can quickly become a heavy burden. If the hoped for synergies (for example cost savings) are not realized quickly enough or if the operating business faces headwinds, we risk exactly the scenario that value investors have been warning about for years: buying expensive in a high phase with new debt and without sufficient safety margin.I will not leave GameStop, because I still fundamentally believe in the company. But these were definitely my last shares. I am disappointed that the capital allocation is now heading down a path that contradicts the principles of long term value creation that many loyal shareholders have stood for over the years.I therefore respectfully appeal to the board: Please take the concerns of critical, long term oriented shareholders seriously. Examine very carefully the risks to the balance sheet, the refinancing costs, and the integration challenges. A successful turnaround at GameStop does not need risky mega moves. It needs operational excellence, disciplined capital allocation, and the protection of the balance sheet strength that was built up so carefully in recent years.I hope for a wise and value creating development in the interest of all long term shareholders.
@Frank_Pasemann Stimmen die Aussagen grundsätzlich?
Nein, die Aussagen sind größtenteils falsch und wirken wie Propaganda oder Fehlinformation. Basierend auf aktuellen Berichten (Stand März 2026) verläuft der Konflikt umgekehrt. Kurz und knapp: Schwachsinn