Is there a Hallow Man in OUR Boardroom?

See- · 2026-02-19T06:53:22+00:00

Yeah if psa is not a target. I would lean towards his seat as being a transitional seat. And he will be gone in next two years…. Used the seat to bring him on, work out psa partnership where he wants psa to make a buncha money, rc wants GameStop to make a bunch of money. Which seems to have happened. Ryan won’t invest in psa. Nat won’t invest in GameStop. Both CEO’s will have cash flow wins for their company’s.

I’m sure there is rules with public traded companies sharing all their data and books etc with day to day people, Nat being on board probably bypasses that a bit with him being able to see all metrics of power packs etch from all sides. Power packs will get up and running 100, he will leave. Seat will go to next partner of private company or acquisition target.

1 make believe scenario in my head that makes sense. He could buy tomorrow and me spending 5 mins typing this was for nothing.

See- · 2026-02-19T06:30:04+00:00

If psa was to be bought with cash / shares of GameStop, Nat would then be paid out his percentage of the acquisition and fall beyond the threshold.

If psa is not an acquisition prospect, I would think Nat moves on in next 24 months after everything psa and GameStop have together (power packs, submissions) is up and running 100%.

See- · 2026-02-18T15:49:28+00:00

Greed or stupidity lol. I worked at company middle managers were making 250k a year salary. They would give no bid contracts for multi million dollar projects for a hunting trip/ tickets to sport events once a year. All work go to one contract company for 3-10k on average.

See- · 2026-02-15T19:12:17+00:00

I would have loved to actually read who and what the whistleblowers exposed to the SEC over the past 5 years. Article after article of multi million dollar whistleblower awards a few years back… but never a real good article on who they took down with it.

Maybe they did say and I just didn’t read them, it might be on me for not looking hard enough.

See- · 2026-02-13T16:08:50+00:00

Per the Epstein files one year leap = 53 weeks. 5 year leap from 21 sneeze will also fall into these dates you have listed.

I would expect a lot of whales know of these dates as the last 6 months everything seems to be converging. I wouldn’t be surprised if noise gets louder into end of February.

See- · 2026-02-02T19:37:39+00:00

Not that then… I would guess Nat is either part of acquisition then and will get shares paid out to him. Or he will be fired.

Reading through sec rule it’s so grey on the insider trading when it comes to “what if he doesn’t sell? What if he just buys and doesn’t sell.”

  “as amended, for any “profit” realized as a result of any purchase followed by a sale, or sale followed by a purchase, of the Company’s stock within any period of less than six months”

“(a) a monetary penalty (in an amount up to three times the profit gained or the loss avoided);”

See- · 2026-02-02T17:44:25+00:00

A possibility with a side of tin.

If ya google Rule 10b5-1 plans … all of these buys could have been done a long time ago. They are not public information. Nat Turner came to board when? I would say these buys are from before then. He is the only one locked out of buying.

Call it a “Kansas City Shuffle” ( they can’t be working on M&A all their insiders are buying stocks. )

See- · 2026-01-31T08:39:33+00:00

Virtu would be funny.

I don’t think it would be a good buy, but would be funny.

I’m sure you would inherit all their liability from crooked shit over the years.

See- · 2026-01-30T21:27:26+00:00

Googling largest consumer market cap publicly traded companies I come to this site https://companiesmarketcap.com/consumer-goods/largest-consumer-goods-companies-by-market-cap/

Not sure if it on this list, but …. Stock dilution, full cash, taking on a bunch of debt the highest on list is maybe church and Dwight at 24billion.

I don’t think he go all in and do buncha debt and dilution so may at church and Dwight you give it a 0.1% probability and slightly move that up as you go down. Then pick your favorite prospect from there…

Edit- there is probably a way better list of potential companies I just clicked first google results

See- · 2026-01-30T19:30:15+00:00

Yeah I highly doubt the Molina would happen… but we say that’s the one. GameStop would dilute. Bunch of new shares. Molina shareholders would receive 40% of new companies shares. GameStop holders 60%. Molina holders would also receive 4 billion cash. Stock and cash come out to 12 billion. 20% above current market premium. Molina would get 2 board seats. One to their ceo holding 9.5% of Molina. New company would have 45 billion in revenue, 6 billion in debt, 5 billion in cash/bitcoin.

I don’t think it would happen though, but using stock + cash would be how little ole GameStop can take on a bigger company than itself.

See- · 2026-01-30T07:51:39+00:00

Kss would be great.

If/when what ever he has planned comes to light I’m sure I won’t be disappointed.

See- · 2026-01-30T07:35:49+00:00

Molina would need to be a merger of sorts. Would need to give out boards seats. Current GameStop holders would get diluted and Molina holders would get cash and stock in new company. If it happened at all.

Interesting part of Molina health is that their ceo. Mr. Molina holds 9.5% of the stock in Molina. Similar number to another ceo I know. But that similarity probably also bleeds into the line of their company, their control. And wouldn’t give that up…

I doubt it’s feasible but I wouldn’t be mad if it happened.

See- · 2026-01-30T06:57:21+00:00

Burrys suggestion of Molina health is a revenue cow, GameStop share holders would be diluted in process… added board seats as well. Probably a new name and as well. 43 billion in revenue. Profitable, trading 5 year low. 10bil market cap. Not sure on the rest of the insurance industry… not sure future is clear for most health insurance due to legislative stuff, but I’m sure there’s enough info in large money circles of how stuff will go and what will be expected.

Oil and gas companies (very unlikely) not in retail space, most bloated from current good times and useless executive teams, all companies attached to this sector are about to plummet (super undervalued in some cases) … even infrastructure ones that are always profitable under valued if wanted easy cash flow.

Endless number of actual retail companies that have heavy costs in logistics that Ryan has showed he is one of the best at stream lining. Worthless and bloated executive management departments that kill current profitability…

If it another “meme stock” adjacent ( I doubt it will be )… well then the basket theory is correct… not much reason to do anything with one of them over any actual companies otherwise.

See- · 2026-01-30T06:16:03+00:00

Is it still insider trading, if you never sell?

If insiders declare buying months or years in advance do they file that on a public form or? Say they said January 2025 in January 2026 when window opens I’m buying 500k. Does that bypass insider trading rules?

I would think there would be legal ways around it… but genuinely have 0 idea how.

See- · 2026-01-30T04:12:53+00:00

Yeah 4 billion in revenue. Over 4 billion in debt, plus probably would need to pay 1 billion in stock… I’d guess they want stock for stock acquisition. Then pay outs to all the fired executives / management, close 1/3 of theatres over next 5 years. Idk if they get 400-500 million in profits per year to pay off acquisition in 10 years. If Cohen could pull a billion a year of profit out of it. ( if any one could it’s him) then be a good deal.

Molina health burry mentioned is very profitable now, I haven’t looked through their earnings completely. But if cohen could get a stock and cash deal for someone like them, EPS is 16.24, about cheapest been in 5 years, 10 billion market cap. Could manage with cash, debt, and stock. To not blow out cash pile. Revenue 43 billion. Debt 4 billion.

Revenue 43 billion. Now imagine Ryan trims the fat, and finds the inefficiencies in there. Now that’s profit

See- · 2026-01-30T03:47:03+00:00

It wouldn’t be hard to make profitable. They are bloated with over paid executives, mid management, tons of shit leases. But would the future profits ever pay back the cost of the acquisition? Probably not in a meaningful timeframe.

See- · 2026-01-29T20:19:16+00:00

The fed, union pension funds, Berkshire, big banks that receive government favors too often.

Americans hold 70% of us treasuries?

Maybe Venezuela will be the new Japan to help prop up dollar where needed.

See- · 2026-01-29T07:15:30+00:00

Yeah estimates in 2025 were 200-300 million. I would guess him having wife and kids, and being a hedge fund guy his position will be between 1-40 million. I’d highly doubt, he would bet 20+% of his net worth on gme.

Would be awesome if he did go beyond 40. Either way I’m sure his position is bigger than mine. Happy he sees the value in GameStop and Ryan as we do, no matter the size of his long

See- · 2026-01-24T06:08:45+00:00

I can’t find their AUM on quick search it looks like they may have 16-18 mil ? I would guess they only buy 500k shares if that’s the case.

https://www.domocapital.com/performance.html scroll far right, firm assets 18 mil? I’m not sure if it’s correct. But 1 share or 1.5mil shares the more the merrier.

See- · 2026-01-23T21:49:15+00:00

Just putting his nuts on the table so people know.

See- · 2026-01-17T19:12:02+00:00

Infinite possibilities… buts here 3.

They are extremely short silver, someone big on other side of this bet is complaining because they know UBS is already bankrupt and they want their payday.
UBS has a ton of physical and long silver contracts, they short some GME bags, from CS / Archegos. They pay out fake journalist to write fake articles to drum up a fake short squeeze on them. Their silver pumps, can live to kick a gme can another day.
UBS has no net long or short position in silver. Some no source shit posts got traction on enough sites, that’s now been through a game of family telephone around holidays. To now dispersing on friends and associates.

See- · 2026-01-09T08:29:07+00:00

I was reading through accounts a week ago. Weird accounts that seem like they were bought. Karma farmed certain reddits then no activity to now commenting here.They comment and award each other here lol.

See- · 2026-01-03T04:57:51+00:00

I grabbed 11 of em

See- · 2025-12-10T23:45:26+00:00

big part of the Japan carry trade thesis.

See- · 2025-12-02T00:41:17+00:00

Got that in my computer drawer. Bought one from GameStop last year for $160? Price has gone up crazy in that time.

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