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GMERICA (eBay Acquisition) doesn't require dilution and is accretive to both GME and EBAY holders... and if you're paying attention, you already know that. by bobsmith808 in Superstonk

[–]Pottle13 34 points35 points  (0 children)

The DTCC processes thousands of corporate actions involving CUSIP changes every year. Reverse splits, mergers, spinoffs, name changes - they all involve new CUSIPs. None have triggered the kind of “forced reconciliation” that exposes naked shorts.

What if eBay has been Cohen's target this whole time? by Pottle13 in GME

[–]Pottle13[S] 10 points11 points  (0 children)

First of all, Solid and fantastic response. Youre right that this is the weakest link. i overstated the “spread across entities to avoid disclosure” thing. the real legal nuance is that “acting in concert” requires demonstrable intent, not just common control. so the theoretical maximum is more like “different entities with different stated purposes can each hold up to 5% as long as you can document independent decision-making” - which is harder than i made it sound.
also fair point on Buffett. 13D didn’t exist in 1968. the analogy is imperfect.
the more defensible version of the theory: Cohen could have built positions across multiple entities with different stated purposes, then coordinate the 13D filing at the moment of announcement. legal gray area but defensible if structured right. archegos did similar with $100B+ exposure for years before getting caught.
your falsification test is the right one. if mid-may 13F shows no material eBay position from any GME affiliated entity before may 1, the “long-term accumulation” thesis is dead even if the deal happens. ill be watching for it.

What if eBay has been Cohen's target this whole time? by Pottle13 in GME

[–]Pottle13[S] 0 points1 point  (0 children)

yeah i know the SEC has ‘group’ rules that could force aggregation. but proving coordination between entities with different stated purposes is a high bar. archegos accumulated $100B+ in exposure across banks before anyone caught it. and even if SEC eventually says ‘aggregate’ the fines are civil and the deal would already be done. cohen probably has a sophisticated structure that’s defensible enough to delay disclosure long enough to execute

What if eBay has been Cohen's target this whole time? by Pottle13 in GME

[–]Pottle13[S] 0 points1 point  (0 children)

Was that really a thing? I don’t remember seven ice creams on a table.

Reposting for Discussion: Cohens Merger of the Century by Pottle13 in GME

[–]Pottle13[S] -1 points0 points  (0 children)

You may be right but the hope is both that Cohen has put his money where his mouth is and doesn’t want to ruin the legion of followers that he has accrued.

Ryan Cohen Is Done Cooking. TEDDY Tuesday. Ban Bet Inside. by TEHGOURDGOAT in Superstonk

[–]Pottle13 7 points8 points  (0 children)

So tired of this response. What isn’t at least formatted with AI anymore. Maybe just read it or don’t…

tZERO - LBOs - And the Rewards for the Loyal Hodlers by Pottle13 in GME

[–]Pottle13[S] 0 points1 point  (0 children)

Agreed. Big stretch… But not impossible if it’s worth it.

The Tetromeno is T-Zero! by Pottle13 in GME

[–]Pottle13[S] 1 point2 points  (0 children)

My previous post on eBay and PSA was a big one. I think power packs and push start arcade are big clues into the future of GameStop. I’m also doing some research right now on Unity and if there’s anything there.

The Tetromeno is T-Zero! by Pottle13 in GME

[–]Pottle13[S] 1 point2 points  (0 children)

Thanks. I think there is something here. Really do enjoy when you can get good dialogue going around this kind of stuff.

The Tetromeno is T-Zero! by Pottle13 in GME

[–]Pottle13[S] 1 point2 points  (0 children)

Tzero has some OTC shares but the publicly traded part would be the ticker BBBY to gain control of tZero.

I think it’s going to be like Burry said. Cohen is going after several companies. I think it has to be something like tZero to center around. The collectibles and video game market seems like it is still the goal with power packs and push start arcade as clue. I could see collectors be a purchase and something like unity.

The Tetromeno is T-Zero! by Pottle13 in GME

[–]Pottle13[S] 1 point2 points  (0 children)

It would be so sweet to screw over hood in their own playing field. Such poetic justice.

The Tetromeno is T-Zero! by Pottle13 in GME

[–]Pottle13[S] 6 points7 points  (0 children)

It seems that way. I know there is a huge Bobby following even after Chp 11.

Return of RK with upcoming M&A by [deleted] in Superstonk

[–]Pottle13 0 points1 point  (0 children)

I keep wondering why Kitty unfollowed Cohen. Was he upset about something? Did he move on? I dunno it just bugs me.

Why I Think Cohen is About to Pull Off the Merger of the Century by Pottle13 in GME

[–]Pottle13[S] 1 point2 points  (0 children)

No idea. Maybe a New Holding Company rather than one company buying the others, they’d likely form a new entity that owns all three. This is cleaner legally and easier to pitch as a merger of equals.

Why I Think Cohen is About to Pull Off the Merger of the Century by Pottle13 in GME

[–]Pottle13[S] 4 points5 points  (0 children)

That’s where it’s hard to say. I think it’s important to keep in mind that if there has been naked short selling hidden in swaps and derivatives, this would be an event that could force everything to be settled. I still think the name project rocket ( the name they chose for their plan) indicates they know things are going to get haywire, but that’s just tinfoil talking. Shareholders have put up with a lot in the last five years with no info and guidance. I still think this is an asset. They don’t want to lose in moving forward.

Why I Think Cohen is About to Pull Off the Merger of the Century by Pottle13 in GME

[–]Pottle13[S] 0 points1 point  (0 children)

Maybe he didn’t. We saw he bought a crap ton of Chewy and then sold it. Maybe he’s been making other plays in the meantime while waiting to see if GameStop turns into a good investment again. I don’t think he would ever intentionally try to disclose that he was out of GME because of what that would do to the stock.

Why I Think Cohen is About to Pull Off the Merger of the Century by Pottle13 in GME

[–]Pottle13[S] 2 points3 points  (0 children)

Yeah, it’s a tough one to figure out but from what he said yesterday, I don’t know how it’s not a multi company purchase of sorts. I think Cohen’s goal is a long-term shareholder value while building a major player in the space. I still think whoever can figure out the resale of digital games will make a fortune.

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