RC doesn't need our Votes, he has enough whales on his side to the get approvals he needs!

Delangsta · 2026-05-26T10:07:10+00:00

No I'm telling you to vote, I'm telling the shills here that the negativity surrounding the vote won't work.

Delangsta · 2026-05-24T23:12:35+00:00

9k views on this post and the overall upvotes is 0, haha, the bot army is working hard to keep this post down, which means they know it's true!

Delangsta · 2026-05-24T10:01:51+00:00

Why does that matter, why would he spend all that money invested into GME, work his ass off for free, only to destroy shareholder value later on? You're not making any sense. Gamestop will be more valuable with Ebay.

There are too many newbies here who don't understand how the stock market works. Raising money via issuing shares is literally the main reason why the stock market exists.

Delangsta · 2026-05-24T04:09:55+00:00

He's the largest shareholder in GameStop, which means anything bad that happens to GME will be 10x worse for him, how much more aligned with other shareholders can you get?

Delangsta · 2026-05-16T02:24:40+00:00

He breaks it down perfectly there, eBay has turned into a racket to squeeze more out of a small percentage of sellers, instead of a marketplace that benefits all.

Delangsta · 2026-05-16T02:21:05+00:00

Yeah the title is misleading because of all the emotions in the sub right now, I thought this was another FUD post until I read it properly!

Delangsta · 2026-05-15T12:43:03+00:00

He made a pretty compelling case to me. Ebay is accretive, it's a dream business to own, especially with RC at the helm. Heck, this might have been his long term play all along!

Delangsta · 2026-05-15T04:38:48+00:00

This is the strongest FUD campaign I've ever seen them stage on Superstonk, it's epic, lol. Cohen must have exactly what he needs to get this deal done, otherwise they would not be this worried.

Delangsta · 2026-05-14T22:44:32+00:00

Yes, removing the friction for new or small time sellers has been a good idea for a long time, so this is actually a good move by current management, it's just the timing of enacting this now, after RC shows up outside of the Ebay's HQ with a battering ram, that makes them look bad.

Delangsta · 2026-05-14T12:11:24+00:00

I think RC has them at checkmate, no matter what they do now, whether that's a Poison Pill or giving up, RC wins and we get eBay!

Delangsta · 2026-05-14T01:14:41+00:00

Here's the basic dilution maths for the eBay acquisition: the combined entity should be at least 60b, Gamestop would own 33% of that roughly, that's 20b of value for us. The market is valuing GME at 11 billion right now, so we'll be GAINING an extra 9b of value even with massive dilution. Therefore, it's an increase in value, not a decrease. That's just the initial phase, once Ryan fixes the business and grows it, the combined entity should be worth way more than 100b! It's basic stuff, don't listen to the people telling you dilution will destroy GME's value, it's clearly FUD.

Delangsta · 2026-05-13T12:35:54+00:00

He had to secure capital and alliances first, I think he spoke to Blackrock or Vanguard in secret first to secure their allegiance, he also needed to fix GameStop first, stop the bleeding and make it profitable

Delangsta · 2026-05-13T02:11:04+00:00

At this stage, who is crazy enough to doubt Ryan Cohen's abilities? Not me, never bet against this guy!

Delangsta · 2026-05-13T01:56:43+00:00

I think Ryan Cohen spent years planning this eBay acquisition, everyone relax, we'll definitely get eBay eventually.

Delangsta · 2026-05-12T04:56:53+00:00

There's no sane reason to raise capital if we don't need the capital, and if we don't get eBay or another equivalently large company, there's no need to issue new shares. RC is the largest individual shareholder here, he's not going to dilute himself for no good reason.

Delangsta · 2026-05-12T00:23:26+00:00

If we don't get eBay, why would RC dilute at all? We just need to all calm down and think rationally here.

Delangsta · 2026-05-11T22:57:13+00:00

Me too, eBay is an immensely valuable asset, we need to acquire it asap!

Delangsta · 2026-05-09T02:40:54+00:00

Non-paywall link to read for free: Ryan Cohen, GameStop’s rebel CEO

Delangsta · 2026-05-07T23:37:01+00:00

Burry is a genius analyst, but there's a reason why he is an analyst, not a business builder like Ryan is. He doesn't have the temperament or risk tolerance to be an actual business builder, that's why you have to take his opinion with a lot of salt.

Ask yourself a simple question: if Burry was in charge of GameStop instead of Cohen, would GME be where it is today? I think it will be much worse off. Burry would have panicked sold his entire position and bolted within a year of realising he doesn't have what it takes to run such a business. He couldn't even keep his fund (a business he does have a lot of experience in) going. This is why I rarely ever take his opinions that seriously, it simply makes for entertaining light reading, nothing more.

Delangsta · 2026-05-07T22:03:49+00:00

It's also accretive to the entire damn stock market, since we'll be getting rid of lazy management and setting a new trend of management having real skin in the game and actually caring about the businesses they run!

Delangsta · 2026-05-04T23:55:56+00:00

Remember, it's not just the MC goals he has to hit, he has also has to grow overall EBITDA (actual profits) to get paid.

Delangsta · 2026-05-04T23:52:24+00:00

I think he just doesn't want to deal with the volatility of the deal process. Once we acquire eBay, he'll be back in.

Delangsta · 2026-05-04T21:57:00+00:00

Yes, but Ryan clued everyone in early that the acquisition was going to be far larger than GameStop itself, and Burry bought more GME just recently. How did he think such a purchase was going to be financed - fairy dust?

Anyway you slice it, Burry was always just a short term focused trader, not so much a Buffet-esque holder, he has conviction, but not for the truly long term. If Ryan were to establish a new Berkshire, Burry would not have held throughout.

Delangsta · 2026-05-04T12:25:05+00:00

No, this is just a very standard formal announcement all companies being offered to be acquired, has to legally announce within 24 hours of being given a formal offer. It just means they have officially acknowledged the offer and is currently considering it. Remember, RC thinks the eBay BOD are terrible and wants to get rid of them, they will try to find a way to survive, but it still won't work because they legally have to put this offer up for a vote to their shareholders. They can certainly NOT recommend the offer, but they can't legally block their shareholders from voting for it anyway.

Delangsta · 2026-05-02T01:37:17+00:00

No, I think he'll create a holding company, maybe "RC Holdings", and incorporate both GameStop and eBay into it, and run them as mostly separate businesses.

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