I initially posted my Rivian thesis back in August...
Since then, it has gone up 50%! In my new video, I discuss how it got there and if my views remain the same. Go check it out! 📈📈📈
https://t.co/NeJuZ4p8rt
@atom_0w Chairman resigned, said there was no disagreements. He is still an advisor and the only reason I would getconcerned if he started exercising his options and dumping shares.
Not sure what the lawsuit is about. Will be curious to see what comes of it. Not sure its too extreme.
Today, GameSquare announced the repurchase of 543,057 shares of its common stock for $248,319, representing an average price of approximately $0.46 per share.
From our CEO @justin_kenna: “We are pleased to announce our fourth consecutive monthly share repurchase. The yield produced by our Digital Asset Treasury strategy enhances our financial flexibility and supports consistent share repurchases, while improving fundamentals across our operations underscore the underlying strength of GameSquare's platform. Our continued buybacks reflect our conviction in the Company's trajectory and our commitment to disciplined, shareholder-focused capital allocation.”
Since October 2025, GameSquare has repurchased a total of 3,535,574 shares of its common stock for $1,977,075, representing an average price of approximately $0.56 per share, with approximately $3.0 million remaining under the current authorization.
@capybaraReborn@aegialeuz Not sure I did in my valuation, but they could be added in (8M). I added ETH to whatever metric I was using. The NFTs do generate yield, not nearly as much as ETH though.
They are also assessing offers on them currently, will likely use the proceeds to buyback more shares.
@capybaraReborn@aegialeuz I'd also be happy to answer any questions as well, I know this company like the back of my hand. They are legit with a strong board and good insider ownership.
@capybaraReborn@aegialeuz BTCS is an ETH accumulator, Gamesquare is not...
Gamesquare is following its ETH value (right now its trading below it) when it actually has a debt-free profitable business. They are set to do around 100M in revenue and will maintain an EBITDA margin of 8-12%.
@capybaraReborn@aegialeuz Just email and you will get a response shortly. This is the CEOs email: [email protected]
I urge you to give it a shot, you have no idea what you’re missing.
@capybaraReborn@aegialeuz This article outlines the thesis. A little outdated some buybacks have occurred since but the argument remains the same. This company’s future cash flows aren’t being priced in.
https://t.co/RoYwQ7l4kM
Sharing another moment from our CEO @justin_kenna’s recent @Nasdaq interview, focused on key elements of GameSquare’s treasury management strategy.
In this segment, Justin highlights:
- That our approach is not just about acquiring Ethereum
- The role our operating businesses play in servicing the crypto ecosystem
- How this creates a flywheel across gaming, crypto, and internet culture
- Our partnership with @Dialectic_Group and its role in generating expected above market yields
Check out the newest Gamesquare developments on my channel!!! 📈📈📈
A little intro for those who aren't aware, this company is valued at its ETH holdings while operating a profitable business expected to do revenue in FY26 at double its MKT CAP! ✅
https://t.co/KDUQJ1sogm