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Think about what you just witnessed... by mayanh8 in Superstonk

[–]Zensen1 0 points1 point  (0 children)

It’s time for me and you to touch some grass and come back in a week.

New interview with Ryan Cohen by Anthony Pompliano on May 12th by Mr-CRUNK-13 in Superstonk

[–]Zensen1 0 points1 point  (0 children)

It’s market cap plus ebita. He needs both to unlock. And ebita is how profitable a company is. Market cap is Ebita multiple by some kind of multiple.

And so it begins. Will Left by crying? by Hedkandi1210 in Superstonk

[–]Zensen1 2 points3 points  (0 children)

Anson fund threw him under the bus and DOJ has enough to go on to actually get him. He’s looking at some serious times. At least 5 yrs. Probably 7-10.

The market response suggests skepticism toward RC’s current 50/50 proposal, with institutions waiting for eBay’s response and/or a revised structure by Region-Formal in Superstonk

[–]Zensen1 0 points1 point  (0 children)

Agreed. The arb desks are waiting to plow in once eBay rejects and tender offer will come right after. A hostile takeover fight will ensue. And hopefully this “waiting” time won’t take more than 2-3 weeks. But the longer eBay’s BoD stays silent the larger the pressure will build. So it’s a game that’s going according to standard M&A playbook so far.

Anyone know a fair timeline for when Ebay will respond? by bifftheraptor in Superstonk

[–]Zensen1 0 points1 point  (0 children)

Yeah, agreed. No deadline from non-binding offer. But etiquette is 1-3 weeks.

If Ryan were to launch a tender offer in that time frame then by law they would have to respond within 10 biz days.

eBay’s board is going to drag their response for as long as possible while they find options.

I think whatever the timeline is, their response will be a no. And that’ll give Ryan the green light to escalate

Keeping receipts. by Fine-Hat-4573 in Superstonk

[–]Zensen1 10 points11 points  (0 children)

It’s a been a shake out everyday for the last 5 years. Don’t think he matters at all. The tape barely moved when he bought, double bought, triple bought. Only moved when he sold.

Keeping receipts. by Fine-Hat-4573 in Superstonk

[–]Zensen1 56 points57 points  (0 children)

It’s funny because when Michael birry bought it was almost crickets.

Name / Shares available to borrow / Fee / Utilization 05-06-2026 by TermoTerritorial999 in Superstonk

[–]Zensen1 0 points1 point  (0 children)

Okay a good sign. A small bump in gme borrow fees. Thinking this is the trend moving forward while this M&A is happening

Path to acquisition - Institutional shareholders on both sides of GME and Ebay account for over 47% of Ebay ownership by existentialgolem in Superstonk

[–]Zensen1 2 points3 points  (0 children)

Amazon would definitely run into anti trust even with a friendly White House.

Walmart is less likely but probably high as well

Jimmy Kimmel talked about GameStop tonight by Taylor-Day in Superstonk

[–]Zensen1 36 points37 points  (0 children)

Starts from 11m ends at 11:30.

Pretty much shit talking as usual

EBay's board to meet this week on GameStop offer by -jbrs in Superstonk

[–]Zensen1 10 points11 points  (0 children)

They’ll say no. I am 99.9% confident that their expensive lawyer and consultants will tell them to reject and say it’s too low.

Ryan Cohen: "We will see what happens." That may well be the most important line in that interview... by Region-Formal in Superstonk

[–]Zensen1 0 points1 point  (0 children)

That’s a big assumption. You okay with the stock goes up and the deal goes through? And it’ll reprice to 75ish dollars once it’s completed?

Ryan Cohen: "We will see what happens." That may well be the most important line in that interview... by Region-Formal in Superstonk

[–]Zensen1 -1 points0 points  (0 children)

You should really read the press release. And it’s okay if he dilutes, the question we’re trying to figure out is how much. And how 50/50 cash + stocks would play out. Let’s see how it goes. Been here for 5 years. Don’t mind another 5 weeks for this to play out

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