guaranteedcheddar

BBBY, GME, and TOYRF holder. Living the financial story of my generation.

[guaranteedcheddar @guaranteedchddr]

@Hey_ross @EaNotSport1 @GoatBeardzDD Ross, my thoughts are with you and your loved ones. As a friend of ours once said, hang in there. ❤️

[guaranteedcheddar @guaranteedchddr]

@TripleAJade My thoughts are with you ❤️

[guaranteedcheddar @guaranteedchddr]

@RuoKdaM I see what you did... Nice work!

[Goatbeardz @GoatBeardzDD]

The World's New Berkshire Hathaway: Teddy Holdings https://t.co/IJmkcJUBGy

[Goatbeardz @GoatBeardzDD]

GameStop article explaining the bid for ebay. https://t.co/JI6eFSydbB

[Captain Jack @RiskHToIshqH]

$GME - on 3rd Aug, note exchange news came with 35 trading days VWAP.

8/3 + 35 calendar days is 9/7 : Flip Mode

So, if you look at @TheRoaringKitty 35 emojis,
(🇺🇸 🎤 ) can be Labor Day (9/4) - some announcement around merger followed by GameStop earnings week 🙏

I am in $19 Calls for 16th Oct. NFA.

[Calculated Flow | Options & Positioning @CalculatedFlow]

Okay, I might be looking too much into this, but the $GME / $EBAY timeline is pretty damn interesting.

TD has been all over this story.

GameStop raised $1.5B in 2030 convertibles through TD Securities. Then another $2.7B in 2032 convertibles. TD again.

Then comes eBay.

GameStop builds exposure to another 39,046,658 $EBAY shares using put/call pairs.

Counterparty? TD Bank.

TD Securities also provides the highly confident letter for up to $20B in financing for the eBay acquisition.

Now here's the part I can't stop looking at...

June 17: eBay annual meeting

July 15: GME decides to physically settle all 39M+ shares from the TD position

July 17: Settlement completes. GME now has actual shares and voting power.

August 16: 30 days

August 31: 75 days since eBay's annual meeting

September 1: 👀

Why does that matter?

eBay's bylaws require shareholders requesting a special meeting to have at least 20% net-long and to have held the qualifying shares for at least 30 days.

There's also a 75-day restriction involving substantially similar matters recently presented to shareholders.

I'm not saying GME has the 20%.

I'm definitely not saying there's a meeting September 1.

I'm just wondering...

Why choose to physically settle 39M+ shares when they did and why turn economic exposure into actual voting power? Maybe it's nothing.

[guaranteedcheddar @guaranteedchddr]

@dirtevader signs are everywhere....nice one for the OGs

[guaranteedcheddar @guaranteedchddr]

@koebbel741 @PhantomBlack699 🤣

[guaranteedcheddar @guaranteedchddr]

@PhantomBlack699 Of course. Yet another reason to have unwavering conviction.

[guaranteedcheddar @guaranteedchddr]

@wallybuck @Almaadeed Yup

[SultanAlmaadeed.com @Almaadeed]

Most people receive equity and never really understand what they own.

Quick guide:

• RSU — shares delivered when they vest. No exercise price.
• RSA — shares issued upfront, usually subject to vesting/forfeiture.
• ISO — employee stock options with potential US tax advantages.
• NSO — stock options commonly used for employees, advisors and contractors.
• Warrants — right to buy shares later at a fixed price.
• SARs — you receive the increase in share value, not necessarily the shares.
• Phantom Stock / VSOP — tracks share value, but usually gives you no actual ownership.
• PSOP — equity linked to hitting performance targets.

Before accepting any equity package, ask 6 things:

How many shares or units do I get?
What % of the company is that on a fully diluted basis?
What is the vesting schedule?
Is there an exercise/strike price?
What happens if I leave or the company is sold?
What tax do I owe, and when?

The headline value of an equity grant means very little without these answers.

[Goatbeardz @GoatBeardzDD]

Ryan Cohen's Berkshire Hathaway https://t.co/54hcg6hwX0

[guaranteedcheddar @guaranteedchddr]

@driver61d1 I ran some of the paperwork through ChatGPT and it came up with SVB Financial Group, the former parent of Silicon Valley Bank.

[guaranteedcheddar @guaranteedchddr]

@BobbyCat42 🏴��☠️

[jake2b @jake2b]

Part 9: my thoughts on how Sixth Street and HBC worked together as two buns of the same cheeseburger.

watch: https://t.co/TjCaaSJvzj

[Trevor Hoffart @TrevorIRL]

As always, thank you for your attention to this matter and for sharing it.

It really is the final stretch.

The BBBY ticker is getting freed up Aug 17th.

3 year anniversary of our Plan of Reorganization confirmation hits on September 14th.

CLAIRTY is set to be voted on September 15th.

"Someone" is guaranteeing the bonds for Class 6.

BBBY ticker is also resurfacing on Robinhood and Market Screener....

Its all coming together

[guaranteedcheddar @guaranteedchddr]

@ALPHAIIOIIOMEGA @ThePPseedsShow 👀

[guaranteedcheddar @guaranteedchddr]

@RuoKdaM Spicy timeline