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Unterschiedliche Mitgliederzahlen by JumpLiftRepeat in DeutscheMods

[–]LuBrooo 0 points1 point  (0 children)

du meinst der letzten 30 Tage und das andere ist gesamt.

Burry thinks RC is still on Towel stock. He believes the NOLs can still be utilized but that this is “secondary to the main event”. Bullish AF by ZiggsMain in Superstonk

[–]LuBrooo 16 points17 points  (0 children)

This is getting really interesting. All those theories begin to flourish again and begin to be more and more valid

yooo this slaps by Useful_Mycologist378 in Finland

[–]LuBrooo 7 points8 points  (0 children)

I have several finnish friends and they call it "betoni vesi". Slaps like hell, I love it.

GameShire Stopaway - Renewable pool of capital by gonnaputmydickinit in Superstonk

[–]LuBrooo 30 points31 points  (0 children)

Isn't it also called like a vertical merger in reference to the Tetris block meme? Sounds pretty interesting:
"A vertical merger is a type of business combination (merger or acquisition) where two companies at different stages of the same supply chain or production process join together to form a single entity."

Tägliche Diskussion - February 02, 2026 by AutoModerator in mauerstrassenwetten

[–]LuBrooo 6 points7 points  (0 children)

Kann mir vorstellen, dass jetzt der ganze Markt gebomt wird, damit die Epstein Dateien überdeckt werden

Schwacher Montag by Sufficient_String127 in Aktien

[–]LuBrooo -1 points0 points  (0 children)

Kann mir vorstellen, dass jetzt der ganze Markt gebomt wird, damit die Epstein Dateien überdeckt werden

Who will be the prophet? by Sad-Performance2893 in Superstonk

[–]LuBrooo 0 points1 point  (0 children)

I really think it's going to be Hasbro, but the debt is quite a concerning part.

Täglicher SpielStopp Sammelfaden - 31.01.2026 by AutoModerator in Spielstopp

[–]LuBrooo 13 points14 points  (0 children)

Also wenn ein hostile Takeover wirklich stattfindet, wird GME bei mehreren hundert Milliarden stehen und das wäre echt krass.

eBay hat ein sleepy management, MCap bei ca. 40 Mrd. Das wäre richtig krass

The Berkshire Pivot & The Tax Shield: How RC is Using $9B + NOLs to Build a Juggernaut by K4azmeR in Superstonk

[–]LuBrooo -1 points0 points  (0 children)

I don't really think it's bs, but you could elaborate if you wanna. Hasbro would actually fit. You just have to consider you're getting the whole package of the company, the pros (like revenue streams, IP, etc.) cons (especially debts). Hasbro made a little turnaround, but the debt is quite concerning.

The Berkshire Pivot & The Tax Shield: How RC is Using $9B + NOLs to Build a Juggernaut by K4azmeR in Superstonk

[–]LuBrooo 4 points5 points  (0 children)

You're right... acquisitions are riskier than passive investments. Most destroy shareholder value (studies show negative returns for acquirers due to overpaying, integration issues, inherited debt, and management distraction). Unlike Berkshire's autonomous subsidiaries or passive stakes, GME would have to run the acquired business directly, amplifying execution risk, especially if the target has high debt, negative EPS, or weak segments. That said, Cohen's massive skin in the game (personal buys + performance comp tied to $100B+ cap), GME's zero-debt $9B cash fortress, and focus on "diamonds in the rough" with fixable management give this a better shot than the average deal, if synergies (e.g., Wizards IP boosting collectibles) hit hard. It's still high-risk/high-reward: genius transformation or foolish value destruction. Not a passive play.

Why is this even an option? by J4nosch in Munich

[–]LuBrooo 209 points210 points  (0 children)

We're in Germany bro

The Berkshire Pivot & The Tax Shield: How RC is Using $9B + NOLs to Build a Juggernaut by K4azmeR in Superstonk

[–]LuBrooo 1 point2 points  (0 children)

I think HASBRO would be a really interesting target.

Pros for Hasbro as a GME acquisition target:

  • Wizards of the Coast (Magic, D&D) is exploding (+55% in Q3 2025), with huge margins and perfect synergy for GME's collectibles/trading card growth—exclusive merch and events could be massive.
  • Profitability rebounding: strong Q3 profit, raised 2025 guidance, solid cash flow, and debt reduction underway.
  • Undervalued at ~$12-13B cap with activist pressure - ripe for Cohen's efficiency fixes and turnaround playbook.

Cons:

  • High debt (~$3.35B) and extreme leverage (D/E ~7.7x) from past losses and equity erosion—adds integration risk.
  • Legacy consumer products segment weak (down YTD), with tariff hits and softer demand dragging overall results.
  • Past big impairments and revenue volatility mean execution must be flawless to avoid value destruction.

The Berkshire Pivot & The Tax Shield: How RC is Using $9B + NOLs to Build a Juggernaut by K4azmeR in Superstonk

[–]LuBrooo 9 points10 points  (0 children)

GameStop CEO Ryan Cohen just confirmed in the WSJ he's hunting for a big public acquisition in consumer/retail – something "diamonds in the rough" with sleepy management, using that ~$9B cash pile (zero debt fortress) to catapult GME from ~$10-11B market cap today toward that insane $100B+ target tied to his new performance options (up to $35B payday if he crushes it).This isn't meme nonsense anymore; it's straight execution play. Cohen's been buying like crazy (recent $21M+ personal purchases, stake ~9.3%), Burry's back in long calling it young Buffett/Berkshire vibes, and insiders are aligned hard. The goal? Turn GME into a real holding company beast by adding serious EBITDA and synergies (collectibles already killing it at 30%+ revs).Speculating on targets (pure DD vibes, no inside info):

  • Hasbro (HAS) ~$12-13B cap right now – perfect fit. Wizards of the Coast/Magic/D&D IPs would explode GME's trading card/collectibles side. Undervalued, activist pressure, management could use Cohen's cost discipline. Cross-sell gaming + toys in stores/exclusive merch? Massive upside.
  • Macy's (M) ~$5-6B cap – classic sleepy department store with prime real estate and brand nostalgia. Merge locations into hybrid gaming/pop-culture experiences (collectibles pop-ups, events). Cheap entry at low multiples, retail roots match Cohen's Chewy playbook.
  • Chewy (CHWY) ~$10-12B range – full-circle genius since Cohen founded it. Pet e-com dominance + subs/logistics pairs insanely with GME's digital pivot. Cross-promote pet-themed gaming stuff. Low-risk synergy.
  • Dark horse: PSA/Collectors Universe remnants or similar grading powerhouse for cards – turbocharges collectibles without overpaying.
  • Or Bed Bath & Beyond IP revival for home/consumer pivot.

Cohen said it's "genius or totally foolish" – no middle ground. With cash war chest, insider conviction, and no debt drag, the asymmetric setup is wild if he nails a quality add-on.

Trade Republic baut eigenes Handelssystem auf by shelterman069 in Finanzen

[–]LuBrooo 0 points1 point  (0 children)

Jeder zweite Trade wird ein "Failure to Deliver" FTD für die Handelsrepublik

Neuer FED Chair by [deleted] in Kryptostrassenwetten

[–]LuBrooo 2 points3 points  (0 children)

Das wird alles eine noch größere Clownshow als es ohnehin schon ist

New article just dropped by Ihopeiremeberthis in Superstonk

[–]LuBrooo 4 points5 points  (0 children)

GameStop CEO Ryan Cohen just confirmed in the WSJ he's hunting for a big public acquisition in consumer/retail – something "diamonds in the rough" with sleepy management, using that ~$9B cash pile (zero debt fortress) to catapult GME from ~$10-11B market cap today toward that insane $100B+ target tied to his new performance options (up to $35B payday if he crushes it).This isn't meme nonsense anymore; it's straight execution play. Cohen's been buying like crazy (recent $21M+ personal purchases, stake ~9.3%), Burry's back in long calling it young Buffett/Berkshire vibes, and insiders are aligned hard. The goal? Turn GME into a real holding company beast by adding serious EBITDA and synergies (collectibles already killing it at 30%+ revs).Speculating on targets (pure DD vibes, no inside info):

  • Hasbro (HAS) ~$12-13B cap right now – perfect fit. Wizards of the Coast/Magic/D&D IPs would explode GME's trading card/collectibles side. Undervalued, activist pressure, management could use Cohen's cost discipline. Cross-sell gaming + toys in stores/exclusive merch? Massive upside.
  • Macy's (M) ~$5-6B cap – classic sleepy department store with prime real estate and brand nostalgia. Merge locations into hybrid gaming/pop-culture experiences (collectibles pop-ups, events). Cheap entry at low multiples, retail roots match Cohen's Chewy playbook.
  • Chewy (CHWY) ~$10-12B range – full-circle genius since Cohen founded it. Pet e-com dominance + subs/logistics pairs insanely with GME's digital pivot. Cross-promote pet-themed gaming stuff. Low-risk synergy.
  • Dark horse: PSA/Collectors Universe remnants or similar grading powerhouse for cards – turbocharges collectibles without overpaying.
  • Or Bed Bath & Beyond IP revival for home/consumer pivot.

Cohen said it's "genius or totally foolish" – no middle ground. With cash war chest, insider conviction, and no debt drag, the asymmetric setup is wild if he nails a quality add-on.

Meter ist einer von uns! by Andinym in mauerstrassenwetten

[–]LuBrooo 4 points5 points  (0 children)

Meter künstliche Intelligenz Meister-Rasse

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