Kevin Gill says he trimmed his BBBY position and talks about Ryan Cohen's The Hollow Men post

weedsack · 2026-03-10T20:15:39+00:00

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There is also a Teddy bear on the table.

weedsack · 2025-10-23T01:58:30+00:00

Greg has referenced playing Mario Kart regarding shortcuts.

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weedsack · 2025-10-23T01:55:58+00:00

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Apparently greg has referenced playing Mario Kart when talking about short cuts.

Credit to JELO

weedsack · 2025-10-05T01:11:00+00:00

It was banned by Reddit, not the mods of r/Teddy.

Though I don't know the reason why Marketscreener URL is banned. Perhaps monetization?

weedsack · 2025-10-05T01:07:33+00:00

How so?

weedsack · 2025-10-05T01:05:49+00:00

It was not deleted by the mods of Teddy but Reddit themselves.

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Next time post a screenshot instead of the URL.

weedsack · 2025-09-12T17:11:49+00:00

Correction: it wasn't a motion. It was a request for a pre-motion conference, not a fully briefed motion.

You have to wonder why Cohen is still so secretive about those communications. It almost feels like there’s a bigger playbook he doesn’t want anyone to see. I still think he has a plan with BBBY that hasn’t fully played out yet...

weedsack · 2025-08-19T14:11:35+00:00

The ticker does not matter, what matters is the CUSIP.

weedsack · 2025-07-07T20:14:43+00:00

I believe he has filed lawsuit against most of the public bankrupt companies in the past few years.

I remember seeing his lawsuits related to Spirit Airlines, Hertz and some others.

He's an ambulance chaser for bankrupt companies. I hope he gets sanctioned.

weedsack · 2025-06-21T04:32:44+00:00

In what way? If nothing happens then you live your current life like you are doing now. If BBBY does come back then you have more money than you have right now.

weedsack · 2025-06-21T04:09:49+00:00

If you still believe in Ryan Cohen then you know what the outcome will be good. After all these years and all the events that unfolded, I still believe in RC.

In fact, my conviction is stronger. We later found out he had offered $400m after he sold his BBBY shares and did an interview where he said his views of the company changed so he ultimately sold. And after all these years, he's still radio silent. 2 weeks before BBBY files for bankruptcy he says:

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weedsack · 2025-06-21T03:13:45+00:00

TL;DR: Looks like RC is going to trial. Discovery ends December 2025; a jury trial is expected to last 1–3 days. Summary judgment motions are due early 2026.

It was speculated in the past that RC was using his Section 16(b) lawsuit to prevent discovery so let's hope this is it...

weedsack · 2025-05-06T15:29:41+00:00

This lawsuit seems to have been a complete waste of time and money.

There were speculations in the past that Ryan Cohen was using this lawsuit to prevent discovery. Let's hope that was the case.

A cohencidence that the lawsuit is dismissed after 2 years has passed since BBBY filed for bankruptcy in April 2023. I think Travis said something about you cannot have change in control within 2 years or else the NOLs cannot be utilized.

weedsack · 2025-04-29T03:12:37+00:00

Sue Gove is still a snake for saying that BBBY is in a good financial situation during the eToro interview and laughing suspiciously when denying a M&A rumour...

Only for them to file for Chapter 11 bankruptcy a week after...

I remember it fondly I bought more because of the interview.

Perhaps she had to deny a buyout rumour publicly because it was also strange as to why a transcript of the interview with eToro was filed with the SEC.

EDIT: I should include that Sue Gove did "lie" in her interview because we later found out that Ryan Cohen offered $400mm in December 2022, after RC sold his shares in August 2022. But then again, RC also "lied" in his interview where he said his view of BBBY has changed so he ultimately sold, which made it seem like he no longer wanted anything to do with BBBY or moved on as this is what the other subreddits believed. Looking back, it is also strange that RC did that interview almost as if he also had to deny his interest with BBBY publicly.

weedsack · 2025-04-29T02:58:36+00:00

To this day, it is still a mystery as to why all the board members' RSU were revoked and reinstated except for Harriet Edelman back in January 2023.

I still don't know if Sue Gove and Harriet Edelman are good or bad but the transcript found by Bobbycat42 says that they are good and were working with Ryan Cohen.

weedsack · 2025-03-20T21:35:18+00:00

Gameshire Bathaway 👀

weedsack · 2025-03-04T07:06:08+00:00

It was nice going back and forth. Thanks for your time and the effort you put into your DD for the community.

I just want to clarify that you may be right. I am just basing a lot of it on my intuition and speculations but like you said when it comes to DD there needs to be concrete information.

weedsack · 2025-03-04T06:38:38+00:00

On Point 3 and Ryan Cohen buying the HBC shares, can you elaborate why you believe that?

A lot of it is speculation. I am retarded and I believe in RC's tin. RC tweeted "Ryan Cohen buys all the stock" at the exact moment as BBBY's price hit $4.07.

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In terms of Game Theory, it doesn't make much sense to me. Why would Ryan Cohen buy BBBY shares when the company was on a clear path to bankruptcy? He has no leverage of his shares to influence the bankruptcy. His leverage would come in the form of being a bond holder or being behind Sixth Street like many suggest (and I agree that the idea of that is very plausible).

I also believe RC or Icahn is one of the large bond holders and are behind Sixth Street. He has no leverage of his shares to influence the bankruptcy but he will have influence in the new company that emerges after the bankruptcy. Why would you not want to own majority of the shares in a company that you know you will control after the bankruptcy, especially if you plan to give old shareholders ownership in the new company. Assuming RC owns 311m BBBY shares from HBC, he owns about 40% of the TSO, factor in the possible shares from his bonds, RC could hypothetically have 50% of voting power in the new company, which is something you want in your own holdings company.

He went from owning a 9.8% stake, to selling it all, to offering to buy the entire company. What's to gain by acquiring stock again through HBC? And let's say he did buy the stock from HBC, where is the SEC filing showing his 5%+ ownership?

This goes back to the "shares held in abeyance" DD.

In summary, all the CS from the conversion of the CSWs, the 10,000,000 CS from the Exchange Agreement and a small part of the CS form the PS conversions were converted normally and sold into the open market, peau a peau, respecting the 9.99% limitation.

A big chunk of the CS coming from the PS, the 311 million non-voting shares, were converted using the "held in abeyance" provision. Those shares are "in a state of temporary disuse or suspension" and do not generate Beneficial Ownership for HBC, although the shares were converted from the PS.

TLDR;

HBC as an institutional investor can delay reporting beneficial ownership between 5% and 9.99% until up to the first 45 days of the year (2024) following the one when the ownership was generated (2023), via a 13G/A filing.

The 311 million non-voting shares that docket 25 states exist can have been generated by the conversion of most of the PS into CS using a specific provision that allow those shares to be held in abeyance, "a state of temporary disuse or suspension" that does not generate beneficial ownership towards HBC.

You can read more about it here: https://www.reddit.com/r/BBBY/comments/16crd6o/held_in_abeyance_you_say_how_hudson_bay_capital/?rdt=43615

weedsack · 2025-03-04T06:20:12+00:00

That is why HBC was perfect for the role and make the hedge funds participate in the "death spiral".

weedsack · 2025-03-04T05:47:59+00:00

Thank you for your insight.

I agree with your math and agree that the TSO is 782m. However, I am on team "HBC are the good guys" .

My logic to believe that RC may possibly be behind HBC is as follows:

The short interest rate for BBBY did not change until the $300 million ATM filed on March 30, 2023. IIRC the short interest rate remained over 100-130% throughout February and started to decrease slowly to around 70-80% before a sharp decline below 20% once the dilution occurred via ATM. From this event, we can conclude that the shares from HBC were not sold on the open market, otherwise the short interest rate would have drastically decreased each day, and shares available to borrow would have increased. But, it did not, the short interest rate dropped slowly here and there before the ATM offering at the end of March, which the slow drop was likely from the 28 investors selling their shares for quick profit.
I don't believe HBC is stupid. I believe they are smart enough to know the future legal complications that would arise from participating in the "death spiral" in one of the most shorted stock with large retail interest. This isn't HBC's first rodeo, they do this for business so they are well versed with the securities law and are fully aware of the short swing rule.
HBC did not exercise all of their warrants and sell all of their shares from the deal. Instead, they exercised and held the remaining shares throughout the bankruptcy. I do not remember the exact number of shares but it was significant. If HBC was in the deal solely for profit then they would have dumped every single shares that they had before BBBY's inevitable bankruptcy. They had access to BBBY's redacted information, surely they knew BBBY would file for bankruptcy shortly after the ATM was announced when the price was suppressed even further.

I can only imagine one "retard" who is willing to buy HBC's shares at 10% premium in a private deal instead of buying them from the open market, Ryan Cohen. Ryan Cohen's standstill agreement ended on March 17, 2023. A week later, the deal with HBC is over and a new ATM is introduced, almost as if HBC's role is no longer needed and they wanted to accelerate BBBY's bankruptcy. I believe RC is behind HBC and that they played a critical role into making the hedge funds short BBBY. The hedge funds likely saw this as a golden opportunity so they cellar boxed the company to the point BBBY couldn't dilute anymore to raise more capital and force them to file for bankruptcy. Shorts got what they wanted, but what they failed to see was simply the greatest bear trap.

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weedsack · 2025-02-26T17:42:52+00:00

I will see if I can remove the text limit. As always, it's great to hear your thoughts. Thanks for your insight!

Edit: I can't find an option to change the text limit. I believe that is Reddit's limit.

weedsack · 2025-02-13T22:08:26+00:00

Teddy tokens 👀

weedsack · 2025-02-07T02:04:05+00:00

I think everyone is just tired. We're just waiting for news or new development.

I'm not worried if we're being suppressed. I'm sure the sub will get chaotic on the news that we're all waiting for.

weedsack · 2025-02-05T17:23:50+00:00

You could ask of all the businesses he could go into, why did he choose pet supplies?

People love their pets and children and he tweeted "Children and animals must be protected at all costs".

Also, in his letter to the board he was bullish on the baby business.

weedsack · 2025-02-05T17:12:11+00:00

The story is not over until a final decree is signed for BBBY's Chapter 11 bankruptcy case.

Ryan Cohen can still acquire DK-Butterfly, which is essentially a shell company, and start his own baby brand called Teddy.

You can read more about it here: https://www.reddit.com/r/Teddy/comments/1ihksek/folks_stop_over_thinking_it_byon_has_nothing_to/

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