@ryancohen “Represents unrealized gain on put and call option transactions, net of related expenses, entered into by the Company that provide economic exposure to shares of eBay Inc. common stock.”
This is a great interview with Ryan Cohen conducted by a current eBay seller. It highlights something eBay’s board seems to completely ignore: their own customers. By selling products on eBay himself, Ryan has personally experienced the corporate friction the company creates with its sellers and customers.
Ryan gives both eBay customers and shareholders valuable insight into how he would address many of their key issues and concerns. Activist investing is much like running for political office — you must pitch your vision to stakeholders to earn their support and drive change.
Strong leadership in a company often mirrors a successful presidential campaign: the focus is on using funds wisely, reducing fraud and waste, and operating more efficiently. This approach benefits both customers and shareholders while creating a more connected and thriving community and business.
Interview by Justin Resells
$GME $EBAY $BBBY
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
@larryvc I am waiting for
13D filing
* Shows RC/GME stake in eBay
Board engagement news
* Talks, proposals, pressure
Strategic letter / plan
* This is how activists win institutions
@larryvc@ryancohen is playinf 5D Chess. With the increased of $GME marker cap and number of shares, He will still be the largest shareholder with this incentive 🐐 Ryan Warren Cohen Icahn
@larryvc I wish you a joyous Christmas! 🙏 May the festive season bring joy, peace and love. For God so love the world that He gave His beloved son, Jesus 🙏 👍
@iamrpk It looks to me a warning that they will sell the warrant options just in case the price spike up. Just like cohen gave warning that he may sell his bbby options.
So, prepare to sell your gme call options when it spikes.