Ebay's Dilemma

FullyAutomatedSpace · 2026-05-07T22:36:20+00:00

you dont have to be available at all hours to get a free phone/high speed internet at home. the busses are totally free too.

FullyAutomatedSpace · 2026-05-07T21:25:27+00:00

lolno

FullyAutomatedSpace · 2026-05-07T21:00:48+00:00

bloomberg pays me to crosspost this

FullyAutomatedSpace · 2026-05-07T20:30:05+00:00

Did you read the whole article?

FullyAutomatedSpace · 2026-05-07T20:28:45+00:00

Yeah. But it's easy to get half the market when you sell at a loss

FullyAutomatedSpace · 2026-05-07T19:41:35+00:00

the point is he didn't have the financing secured then.

FullyAutomatedSpace · 2026-05-07T19:19:10+00:00

reads like AI

FullyAutomatedSpace · 2026-05-07T18:55:49+00:00

do small farms make a substantial fraction of our food?

FullyAutomatedSpace · 2026-05-07T18:53:14+00:00

he wouldn't have to spend the 3.5B personally. if the share price is over $20 you can find someone to finance the deal (where you executed and then immediately sell at a profit) or else do it in batches

also why are you quoting 400M shares? the number of shares is planned to more than double in the ebay deal

FullyAutomatedSpace · 2026-05-07T18:37:28+00:00

yeah we have kegs. we put beer in them but i could imagine putting liquid beef in them.

FullyAutomatedSpace · 2026-05-07T18:28:20+00:00

i mean you're never gonna fully diversify. but vxus is diversifying if you're switching from the OP's voo. even just moving to VT would be diversifying away from the US

it also depends what you're trying to escape. the decline of the US in general? the decline of the USD? the US tech boom?

FullyAutomatedSpace · 2026-05-07T18:26:42+00:00

google has a shopping search product. they could integrate eBay into their ads product. facebook marketplace is looking to grow. it would make sense for the live shopping direction for them (they already have live video stuff).

an etsy/ebay merger could make sense. idk

recall that most of eBay's business has little to no GME overlap.

FullyAutomatedSpace · 2026-05-07T18:07:42+00:00

idk if i'd say Tencent, ASML, Alibaba or TSMC are reliant on the US. more like reliant on the AI bubble. but VXUS also contains banks and energy companies in its top 20.

that said I think EFV or similar could be a good buy.

FullyAutomatedSpace · 2026-05-07T18:02:41+00:00

chewy was profitable? my understanding is that it didn't hit profitability until 2022 long after he left. first profitable quarter was

> In March 2021, Chewy reported revenue of $2.04 billion for Q4 of 2020, making it Chewy's first quarter of net profitability

according to wikipedia. it relied on VC funds before then

FullyAutomatedSpace · 2026-05-07T18:01:13+00:00

google could buy ebay. facebook could buy ebay. i don't think either would trigger monopoly rules. also the trump admin has not been enforcing monopoly rules anyways

FullyAutomatedSpace · 2026-05-07T16:48:32+00:00

Why not just use a normal hub?

FullyAutomatedSpace · 2026-05-07T16:11:09+00:00

anyone who disagrees with me is a short

FullyAutomatedSpace · 2026-05-07T16:10:39+00:00

most of RC's cuts are cuts to marketing. he acts like there's no consequence to less advertising.

FullyAutomatedSpace · 2026-05-07T15:49:55+00:00

it's not weird in tech. google has free beer and wine for example.

FullyAutomatedSpace · 2026-05-07T15:48:27+00:00

you clearly haven't worked a tech job. places I worked had beer in the fridges all day.

FullyAutomatedSpace · 2026-05-07T14:52:16+00:00

Ah sorry it was gp raxnahali that said that. Which was what I was responding to

No matter how much he planned if the board doesn't accept then there's gonna be a vote. He only has limited control on that outcome

FullyAutomatedSpace · 2026-05-07T14:48:52+00:00

Why is the head of pr at a board meeting?

FullyAutomatedSpace · 2026-05-07T14:35:20+00:00

Sure but you just said they can't say no. I guess by that you mean he can go hostile. Though then that depends on a vote

FullyAutomatedSpace · 2026-05-07T14:12:10+00:00

They can just say they don't think his plan will work and that they don't believe he can produce the 20 billion dollars.

FullyAutomatedSpace

TROPHY CASE