noidontevenloop.loopring.org

Loop poop

[noidontevenloop.loopring.org @doyouevenloop]

@pulte

[Reese Politics @ReesePolitics]

BREAKING: In brand new exclusive interview with Barron’s Ryan Cohen says $GME still wants to buy eBay, rips their BoD 🚨.

“I want to own eBay,” Cohen says. “I want to own it for the long term. It’s a great business that’s been poorly managed.” 

On rejected offer: “It’s not surprising. We presented a highly credible offer, and it’s exactly what you would expect from a professional board and management team that’s not aligned with shareholders. So, it’s par for the course.”

[noidontevenloop.loopring.org @doyouevenloop]

@RJ74120113 You owe me for the GME token down 80% you shilled out

[Travis @trvsrdrgz2]

It doesn’t matter if he Deleted $MMTLP $AMC $GME post

All it takes is a Court Ordered Subpoena to X

During Discovery Phase and X pulls all the Deleted Tweets and Messages and Direct Messages up as evidence for the judge

Nothing truly gets deleted off here , can’t hide

[Elon Musk @elonmusk]

@WhiteHouse Congratulations, Bill!

[Larry Cheng @larryvc]

The Ugly Teenage Phase of Profitable Growth

This is a phase that companies that were once high-growth, high-burn companies (that are typically transactional) go through as they try to get profitable.

Phase 1: You start with high revenue growth, high burn rate. Then you realize due to market conditions that you need to get profitable.

Phase 2: You drive for operating leverage:
- You cut operating expenses - inefficient marketing spend, headcount, etc.
-All out focus on enhancing gross margins - pricing, COGs, shipping, etc.

Phase 3: You focus on improving working capital dynamics.
-renegotiate with vendors, suppliers, manufacturers, etc. to enhance payment terms to improve cash.

Phase 4: You clean up the balance sheet
- Optimize inventory, renegotiate/refinance debt, try and solidify cash, etc.

During these four phases, revenue is declining YoY (sometimes materially) because you're comping against prior quarters with heavy marketing spend. This is why this is the "ugly teenage phase" - it looks ugly if all you're looking at is the top-line. But, there are usually good signs:

-marketing and sales efficiency is improving
-all opex lines are decreasing as a % of revenue
-EBITDA and/or OCF is growing

Phase 5: Revenue is declining YoY, but you have achieved profitability (EBITDA and/or FCF).

At this phase, you are still ugly to the world because revenue is declining, but the end of the teenage years is on the horizon.

Phase 6: Maintaining profitability and returning to YoY revenue growth by investing some of your own cash flow back into growth.

This happens typically in 4 steps:
-step 1: sequential Q/Q gross margin growth
-step 2: sequential Q/Q revenue growth
-step 3: YoY gross margin growth
-step 4: YoY revenue growth

The revenue growth comes from first from delivering real customer value and then:
-efficient marketing spend
-introducing new products
-expanding new channels
-reactivating churned customers
-pricing
-defending the base of loyal customers

The challenging part of this journey is the ugly period can last a long time. From Phase 1-5, you don't get much of any credit. It's not until you hit Phase 6 that outsiders will believe in the company again. But, those close to the company can watch as each phase is cleared and know that the company is going in the right direction. However, to be fair, until you get to Phase 6, you haven't reached the ultimate end goal.

**For the sake of clarity, this is a general observation across several different companies in different contexts many of which I'm not involved with. This is not an observation or prediction related to any specific company.

[Ryan Cohen @ryancohen]

Ryan Cohen by day, Warren Icahn by night

[noidontevenloop.loopring.org @doyouevenloop]

@marcuslemonis On earth and beyond

[Larry Cheng @larryvc]

$GME

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[Ryan Cohen @ryancohen]

I also want to be the Book King 👑

https://t.co/odfB6JZbjA

[noidontevenloop.loopring.org @doyouevenloop]

@Malone_Wealth Huh?

[noidontevenloop.loopring.org @doyouevenloop]

@ThePPseedsShow You are pulling short straws...

[GameStop Power Packs @powerpacks]

A very on-brand pull.

[noidontevenloop.loopring.org @doyouevenloop]

@pulte 38, wtf?

[Rich Bartuc @Furu_Bartuc]

@obelicks @gamestop I could barely believe it myself

Another 50,000 @ebay shares sold today

Ebay executives selling them as soon as they get them

[iamrpk @iamrpk]

New GameStop 425 Filing dropped.

I'm in.

[Reese Politics @ReesePolitics]

eBay is a woke mess.

This is all front and center accessible via their investor relations page.

New leadership NOW.

$GME

[Reese Politics @ReesePolitics]

eBay insider Rawashdeh Mazen, SVP, Chief Technology Officer, dumps $5,852,072 worth of stock in terribly timed form 4.

That makes $28,601,312 worth of insider sells in 2026 as opposed to $0 in purchases.

Starting to see a pattern here.

$GME

[iamrpk @iamrpk]

eBay board is literally running an auction site but refuses to take the highest bid ever

[Paul Branham @BoilerPaulie]

💥 Did you know that if you spent $1 on $EBAY stock right now, you’d have shown more conviction in that public company than anyone currently serving on their board or as an executive officer has since February 2021?

In over 22 years, a total of 14 eBay insiders have purchased less than 150,000 split-adjusted shares on the open market, according to https://t.co/PdA313KbuD

Only two of those people are still considered insiders:

Paul S. Pressler, Chairman of the Board
+ 5,140 shares at $29.12 on 11/30/2015
+ 4,180 shares at $23.94 on 2/1/2016
= 9,320 shares total; $249,746 invested on the open market

Logan Green, Director
+ 1,000 shares at $28.32 on 11/3/2016
+ 902 shares at $69.23 on 2/9/21
= 1,902 shares total; $90,765.46 invested on the open market

On 5/1/2026, GameStop bought 2.23x more shares than the entire current eBay board has ever purchased with their own money, according to SEC filings.

Your leaders should put their money where their mouth is.