Sam

[amit @amitisinvesting]

Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home.

Thank you to @ryancohen for taking the time!

Timestamps:

00:00 - Intro
00:50 - Ryan's Beginnings in Business
05:50 - Why Pets?
12:20 - Why Enter into Gamestop
15:59 - Gamestop's Future
18:21 - Gamestop's Retail Community
23:10 - Collectibles TAM
26:09 - Why Ebay
30:45 - Ebay's response to the offer
36:20 - Ebay's Live Studio Play
38:00 - Agentic Commerce
41:08 - Rapid Fire

[Sam @Oakes7Sam]

@dieworkwear @smalls2672 Only when they feel motivated enough

[derek guy @dieworkwear]

do normal, caring, intelligent people not seek political power or something?

[Domino's Pizza UK @Dominos_UK]

BREAKING NEWS

[USMNT Only @usmntonly]

No red card.
No penalty.
No yellow card.
No foul.
No review.

FREE FOLARIN BALOGUN.

[Mayor Zohran Kwame Mamdani @NYCMayor]

In January, our administration inherited a $12 billion budget deficit — a fiscal crisis greater than the Great Recession. 

Today I am proud to announce that our balanced budget has cleared the final step and passed the New York City Council. 

We balanced the budget by taxing the rich and making government more efficient. We did not balance this budget on the backs of working people, and we never will. 

Every year that follows will build on these principles: Honest budgeting. Fiscal discipline. Transparent government. And an unwavering belief that working people deserve a government that delivers for them every day.

[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)

[Abier @abierkhatib]

I’m dead 😂😂😂

“The atmosphere Israeli awkward” 😂

[The All-In Podcast @theallinpod]

Ryan Cohen: “Why Does Everyone Want GameStop to Fail?”

$GME CEO @ryancohen:

“The media is an example. Why is it that you've got a ($EBAY) management team with no skin in the game, they're not builders, they haven't built anything themselves before, they've basically just been employees at major companies, they’ve been overpaid, I don't think they've ever broken out a sweat in their entire lives, why does everyone want them to succeed?

But when you have someone that, and by the way, I'm putting $500M of my own money into this transaction, I haven't pulled a penny out of GameStop, and it seems like everyone in the media basically wants us to fail, and wants them to succeed.

And you've got a board that's making hundreds of thousands of dollars a year. They don't buy stock with their own money. They end up showing up to a handful of board meetings, and they're making a fortune. You've got a management team that is grossly overpaid, taking zero risk.

There's nothing more American than basically risking your own capital. So why does everyone want us to fail?

@friedberg:

“I do think that the media, in order to give you credibility, they're gonna have to acknowledge that all of their takes on GameStop just being a meme stock were wrong, and that there is actually a business here, and that there is value being created here, and that they missed that, and they got the story completely wrong.”

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[JACKIE LE' TITS 👑🌈 @Comedyorwat]

Everyone knows that directly in Gamestops filings it states that if GameStop merged or acquired a company Ryan's compensation package is adjusted accordingly to meet NEW target goals, right?

[bad robot ventures @foxenflask]

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

[Pope Leo XIV @Pontifex]

It is important to resist the commodification of basic human needs. Food, water and healthcare cannot be subordinated to market considerations or geopolitical interests. Access to adequate food is a fundamental human right grounded in the dignity of every person. Meeting this need not only alleviates suffering but also addresses underlying causes of geopolitical instability. Indeed, food security is an essential component of global and integral security. https://t.co/DgkM9RegJ7

[Sam @Oakes7Sam]

@FOXSports @Ibra_official Well said