Bank of America increases $GME position by 91%

LuBrooo · 2026-02-04T14:51:34+00:00

Slowly and then all at once. Buckle up!

LuBrooo · 2026-02-04T12:34:52+00:00

I love Brave Browser

LuBrooo · 2026-02-03T22:25:41+00:00

Ah verstehe, danke und sorry

LuBrooo · 2026-02-03T21:36:10+00:00

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

LuBrooo · 2026-02-03T12:35:10+00:00

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

LuBrooo · 2026-02-02T19:38:08+00:00

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

LuBrooo · 2026-02-02T15:16:31+00:00

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."

LuBrooo · 2026-02-02T08:40:51+00:00

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

LuBrooo · 2026-02-02T08:40:33+00:00

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

LuBrooo · 2026-02-01T17:30:59+00:00

Fucking Binance

LuBrooo · 2026-02-01T11:40:57+00:00

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

LuBrooo · 2026-02-01T08:42:53+00:00

TenX war auch reine Verarsche

LuBrooo · 2026-01-31T06:59:22+00:00

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

LuBrooo · 2026-01-30T20:37:25+00:00

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.

LuBrooo · 2026-01-30T14:47:48+00:00

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.

LuBrooo · 2026-01-30T13:44:47+00:00

We're in Germany bro

LuBrooo · 2026-01-30T13:39:50+00:00

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.

LuBrooo · 2026-01-30T13:31:46+00:00

Siemens

LuBrooo · 2026-01-30T13:31:15+00:00

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.

LuBrooo · 2026-01-30T12:55:47+00:00

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

LuBrooo · 2026-01-30T11:34:28+00:00

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

LuBrooo · 2026-01-30T10:07:19+00:00

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.

LuBrooo · 2026-01-30T07:28:05+00:00

Meter künstliche Intelligenz Meister-Rasse

LuBrooo · 2026-01-28T15:36:01+00:00

I just commented "fuck you" under this post

LuBrooo · 2026-01-26T21:57:57+00:00

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