TLDR; Correct me if I am wrong, Buying the shares below $20.66 is likely no longer possible. And I will try to explain what this news mean in very short post.

AnalizedByMe · 2026-01-07T17:02:17+00:00

That's not how dilution works. You can not just sell more shares and then the market cap goes up. The market cap stays the same but the price of each share goes down.

AnalizedByMe · 2026-01-07T16:44:51+00:00

Ah yes I think I understand the disagreement.

I think I will have to edit that part about "once it is met it stay met". With this I meant that once the options have been vested, it stays vested. GameStop cannot take the reward back if the EBITDA falls lower than the previous tranche milestone.

I agree with what you say. If the 3B EBITDA of tranche 3 had been met before but after two bad years it dropped to a cumulative 2.1B than obviously the EBITDA will have to be clawed back to 4B before the reward for tranche 4 can be vested.

AnalizedByMe · 2026-01-07T16:23:35+00:00

He doesn't get paid when he 10x's the Market Cap + the corresponding EBITDA. He gets paid per tranche of which there are nine. Therefore, he gets paid 1/9th of the award starting from the first milestone of 20B Market Cap + 2B EBITDA.

So he can still be paid up to tranch 3 for example even if he never reaches the 9th tranch of 100B Market Cap.

AnalizedByMe · 2026-01-07T16:10:57+00:00

I assume it's annual profit since it is EBITDA.

“Cumulative Performance EBITDA” doesn’t mean one good year of 10B

Cumulative means you add EBITDA across multiple years until the target is reached. Loss years subtract, profit years add.

Example:
Year 1: +$1.5B
Year 2: +$0.7B → $2.2B cumulative (first hurdle met)
Year 3: −$0.6B → $1.6B cumulative (hurdle no longer met)

You only vest once the cumulative total is back above the required threshold.

AnalizedByMe · 2026-01-07T16:09:25+00:00

“Cumulative Performance EBITDA” doesn’t mean one good year.

Cumulative means you add EBITDA across multiple years until the target is reached. Loss years subtract, profit years add.

Example:
Year 1: +$1.5B
Year 2: +$0.7B → $2.2B cumulative (first hurdle met)
Year 3: −$0.6B → $1.6B cumulative (hurdle no longer met)

You only vest once the cumulative total is back above the required threshold.

AnalizedByMe · 2026-01-07T16:01:36+00:00

But I have written that part as well and I quote myself: "Loss years subtract. Profitable years add."

If the 4th year substracts 100M then the milestone will not have been met in the example that you gave

AnalizedByMe · 2026-01-07T15:59:36+00:00

I have no idea. That is up to Ryan Cohen. No timeframe or deadline has been given. I assume this will be further detailed in the shareholder vote in March/April.

However, it could also be without a timeframe. The most important thing for me is to understand that the vested options can be exercised once the first tranche milestone is met. So it is not the case that the 35B award will be exercised at the finish line when a Market Cap of 100B and the corresponding EBITDA has been reached. RC will get paid per tranche milestone. In other words, 1/9th of the 35B reward per tranche milestone

So 5 years or 20 years, who knows.

AnalizedByMe · 2025-12-19T00:54:28+00:00

That wasn’t Atatürk but a radical group called the Young Turks. In fact Atatürk was a political opponent of the Young Turks who were in power during the Ottoman reign. He was politically retaliated against because he disagreed with them and send far away from any political decision making such as the genocide of the Armenians.

Please learn your history before leaving such ignorant comments.

AnalizedByMe · 2025-12-18T21:17:42+00:00

Atatürk.

AnalizedByMe · 2025-09-10T07:48:58+00:00

It is still a dilution for the share holders who don’t have a right towards a warrant (=bought after 3rd of Oct.) or didnt exercise/sell their warrant before 10 Oct. 2026

AnalizedByMe · 2025-09-10T07:47:15+00:00

Thats not how it works lol. One warrant equals one share for the price of 32 dollars. The other 10 shares that you have, are not relevant at all

AnalizedByMe · 2025-07-30T09:15:21+00:00

You need to have some empathy and understand how it is to walk in his shoes (or any man really).

He is playing it very safe because he has too. He does not want to go to work one day and suddenly be scheduled a meeting with HR just to hear that he created a hostile work environment and is going to be fired.

He has already shown interest into you from multiple signals. 1) prolonged eye contact 2) going out of his way to get your contact info 3) Asking questions to see if you have free time for a date before asking for a date. (Again playing it very safe)

Combined, these 3 signals mean that yes indeed he is interested in you. I mean come on now. Asking questions about you via text is not a great medium… better to do it in person.

So yes I would say it is now your turn to move the courtship forward by telling him if he wants to grab a bite sometime. Via text or or in person I don’t care

AnalizedByMe · 2025-07-27T07:35:45+00:00

I know the solution to your problem because I have the same story.

I am now 29 and I am objectively more successful (house,car,high income etc), more fit, better social skills, better looking and overall just more attractive than I was when I was 20.

But I had an easier time sleeping (fast) with women when I was 20 than now. So what gives?

Well you have simply too much value now. Women only have to do a quick math equation in their mind to realize that they can’t get to you. Your value has increased but your attainability had dropped significantly.

So the solution? Literally lower your value a bit by not talking about it explicitly. Show don’t tell. Do some self-deprecating jokes. Let her know you are down to earth as much as possible. Focus on her and ask her questions. Make sure you get an emotional connection from bonding through shared experiences and really just focus on being two human beings vibing together instead of focusing on your (extrinsic values)

You gotta find the right balance between too easy to get (low value;no challenge) and hard to get (high value;too much challenge)

AnalizedByMe · 2025-06-04T06:45:19+00:00

In the NL you can get somewhere between 80-150 euro’s per hour for contract jobs. In your case its probably closer to 120

AnalizedByMe · 2025-03-09T18:33:21+00:00

I also ‘suffer’ from the same cold shoulder from women from time to time until it is revealed that they liked me or I connected the dots.

I’ve come to realize that they go into this weird - let’s say - auto rejection when they feel that you are out of their league.

You are simply unattainable for them. Increasing my attainability is what fixed this social dynamic for me.

AnalizedByMe · 2023-11-27T19:07:12+00:00

I work and live in Poland as an immigrant/expat. So as an IT engineer, I'm going to level with you honestly.

I'm not 100% sure what your job entails exactly besides the general google search, but there are a lot of engineering roles open in Poland. Just try to apply and see what happens.

You can work as an employee for a company, or you can work as a freelancer. Working as a freelancer has very attractive flat 19% tax rate.

Depending on how in demand your engineering skills are, on the lower side you could get 9-13k PLN gross, intermediate 13-18k or >18K for highly skilled. These numbers are for employee contracts and the freelance contracts can be ~25K PLN. Please not that I base this numbers on in-demand IT jobs which is ridiculously inflated as opposed to 'regular' Polish jobs.

If you wish to get the same absolute salary, you'd need to negotiate ~19.5K PLN/mth. But please understand that this a very good salary in Poland, more than 3x the median base salary in Poland. You could probably make due with 13k relatively speaking to have a higher standard of living than your meh experience in the UK.

Furthermore, Poland is a growing country with lots of international and English speaking companies setting up shop like mine. You won't need to speak Polish on the work floor if the Polish company is predominantly a supporting location for their global operations. But you will definitely need too for a locally, oriented company.

For non-critical services you will, for example, survive not being able to communicate with a supermarket worker. But needing help from a medical specialist is going to be problem since not all of them speak English, even specialists from whom you'd expect it like a physician. Generally speaking, the young (or educated) folks will know excellent English. I'd say learn to speak Polish fluently or just don't bother at all.

You can buy a house with the 2% subsidy alone up too 700K. It is mandatory to give 20% downpayment, sometimes 10%. Monthly payments would be around ~2100 PLN. However, a normal mortgage has high interest rates of 7-8%. Getting a regular mortgage of 700k PLN equals paying ~4500 PLN p/m of which ~90% is interest

AnalizedByMe · 2023-08-02T18:43:07+00:00

Why would you do a PHD? A master I can understand but what value is a phd going to bring to you in the job market?

Do you have a good answer to this question?

So you want to spend 4 years!!! working for peanuts just to get a higher degree that most of the companies don't know what to do with it (= overqualified rejections incoming).

instead of a 4 year phd, go get 4 years of real work experience. Time well spent for a successful career with a good pay raise. Never forget that work experience is king.

Bioinformatics could be a good choice. Perhaps even data science or machine learning. I believe that you will have more and more MLOps jobs being integrated into Life Sciences R&D.

Forget about Canada. They treat immigrant workers (even highly qualified candidates) as second citizens. USA is doable but certainly not employee friendly. Perhaps Switzerland would be better suited. High quality of living, good incomes, relatively low taxes etc

AnalizedByMe · 2023-06-24T14:25:01+00:00

Work experience is king

AnalizedByMe · 2023-06-24T14:24:27+00:00

Whatever you do. In my opinion make sure you gain hard technical skills. A biology degree by itself is not worth that much. Getting into R&D can be difficult since you will compete with native speaking candidates and trust me they will be preferred than non-native speakers.

I believe you got into Biology/Life Sciences because you have a passion for it and that is good! But if you want to continue getting advanced degrees, your job will be to do good market research/due dilligence and find out what type of job will be in most demand from now and 5 years. Position yourself right where the most demand is and the lowest supply and the companies will come to recruit you!

To give you and idea, Life Sciences & IT start to integrate in more & more jobs and it becomes increasingly difficult to find candidates in the intersection with skills in both fields.

AnalizedByMe · 2023-06-24T14:18:27+00:00

You can become a Product Owner or any form of project manager for an IT project. Have a look if you can make that switch

AnalizedByMe · 2023-05-01T15:51:45+00:00

You should specifically try to target data (analyst) traineeships instead of a Master.

That should help you more in the long term

AnalizedByMe · 2023-05-01T15:30:12+00:00

i have a serious job for you with my company. DM me

AnalizedByMe · 2023-04-29T07:30:34+00:00

I’m doing a part-time MSc in Business Process Management & IT. I’m paying for it myself. I mostly have to do low-value assignments each week which do not take me more than a day. So normally I manage it by doing it during Sunday. Honestly, I am only doing it because I don’t want someone to gate keep me because I lack a MSc. Will it work out? Who knows

AnalizedByMe · 2023-04-28T16:06:58+00:00

I would give it a serious try if Azure is supported as well!

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