DirtΞvader

$BBBYQ – Coquille I - TEDDY en coquille adverb (or adjective): in the shell The coquille is where I believe the retained value of the estate has been carved out into, and ultimately the facilitation of the preserved Net Operating Losses will be utilized by reverse merging Teddy Holdings LLC from a private company into a publicly traded, tokenizing and distributing new equity to former $BBBYQ shareholders. I have adapted my mindset to current market dynamics, value observation and, as @jake2b mentioned in his recent presentation here x.com/sboho/status/1…, I agree with the logic that BuyBuyBaby hasn’t retained the same brand value and buying power it had in 2022 when Ryan Cohen stated the following I don’t believe that the above projections would be applicable in today’s environment due to the handling of BuyBuyBaby from Dream on Me, the ownership changes and inconsistency which have damaged the brand value. I'm happy to be wrong, and I hope Beyond Inc. could still be a part of the over-arching strategy here, especially with their majority ownership in tZERO, however at this stage I believe Teddy is a much more of a friendly brand that is synonymous with Chewy and can be used to take advantage of the shell of the former mismanaged $BBBYQ estate. If we analyze the U.S. market performance in baby products and goods between 2023-2025, the U.S. baby products market size was estimated at about $170 billion in 2023, expanding to a total sector value of $278.93 billion in 2025, with strong growth predicted through to 2034. Between 2025 and 2034, the baby products and goods market is forecast to grow at a CAGR of 6.9%, reaching $387.78 billion by 2034 That’s the U.S. market alone, if we take into consideration that Ryan Cohen has GLOBAL Teddy trademarks filed and live under the WIPO protocol as below; Source: branddb.wipo.int/en/similarname… The global baby products market size was valued at approximately $320.65 billion in 2023. By 2024, estimates place the market at $357.9 to $563.6 billion. The global market is projected to grow at a compound annual growth rate (CAGR) around 5.5% - 6.1% through 2030, with a market value forecast to reach between $475.15 billion and $611.4 billion by 2030-2033 Sources: grandviewresearch.com/industry-analy… Ryan deeply understood the mindset of pet owners and pet customers, which is why today Chewy is the clear leader in the U.S. online pet goods market, commanding about 41.9% of click (traffic) share for pet supplies as of mid-2025 outpacing competitors like Petco (11.7%), PetSmart, and others. Chewy also holds the highest net sales in the e-commerce sector, with approximately $10.1 billion in U.S. pet supply sales most recently reported, substantially higher than its nearest online rivals. In the U.S. pet pharmacy segment, Chewy has a 7% share, making it the leading online pet pharmacy with $1.1 billion in annual sales. Source: adthena.com/market-share/u… Teddy can continue to scale the partnership with Shopify & Flexport to compete with Amazon and become a dominant market leader, taking at least $30bn of the market share in a short amount of time under Ryan Cohen’s leadership and experience. Chewy was a concept birthed in the mind of Ryan Cohen and was taken from scratch to being a dominant leader in the pet sector. Ryan Cohen has had two children since 2019 and no doubt has seen the value and opportunity in the baby market, this time with billions on hand and a network of leaders, directors and shareholders who share his vision. Teddy has always been Ryan’s plan. This is the legacy to his father. This is a tribute, immortalizing his fathers’ teachings and name through a future e-commerce giant. This theory is evident from a screenshot from Teddy.com on the Wayback archive from December 2021 source: web.archive.org/web/2021120606… What are the benefits to Ryan Cohen for acquiring the carved-out coquille of the former Bed Bath & Beyond estate? - Firstly, to deliver value to former shareholders as suggested in his initial letter to the Bed Bath & Beyond board in March 2022 - Reputational damage recovery as mainstream media have allocated Ryan Cohen more of the responsibility for the failure of the former estate than they have to Mark Tritton and his board of negligent directors. - Start Teddy Holdings LLC with billions of value in equity if a tokenized dividend is delivered to current $GME shareholders and former $BBBYQ shareholders (more on this in Part III) - Give Teddy Holdings LLC a tax efficient boost for the future using the $1.6bn+ in known and calculated Net Operating Losses to offset future tax liabilities - Solidify Ryan Cohen’s status as a serious activist investor akin to Carl Icahn who can use complex strategies to ensure the success of their activist campaigns leveraging debt and debt instruments against a malicious board of directors continuously breaching their fiduciary duty to stakeholders. Lastly, Teddy can bypass the entire lengthy, stringent IPO process required to take a company from start to publicly traded, taking a company public via an IPO is a much longer journey, preparation and regulatory processes can take 1–2 years, and the IPO itself typically costs 4%–7% of the funds raised, with total expenses for legal, underwriting, and filing often reaching millions of dollars for most companies. Source: pwc.com/us/en/services… Teddy can reverse merge into the shell of Bed Bath & Beyond and become a dominant market leader within 5 years, taking the market share from Amazon and other competitors with Ryan Cohen’s tried and tested business formula. Teddy Holdings LLC was registered as a bank on July 21st 2021. GameStop’s investor relations have transitioned to mirror Berkshire Hathaway’s. The Teddy umbrella is opening in front of you. Teddy isn’t just a baseless theory; it’s a premonition built on evidence and logical deductions. Part II explains the carve out.

@dirtevader Anyone w/ interest in media narrative shaping should look into Omidyar Network's Reporters in Residence program. From AI & labor issues to free speech & press freedom...RiR alums often show curious blind spot re: anything related to Omidyar or eBay.🤫 x.com/ValueAddedRS/s…

eBay founder Pierre Omidyar's Omidyar Network opens Summer 2025 Reporters In Residence, offering freelance journos opportunity to "devote more time to deep, nuanced reporting that drives national conversations & informs policy debates" w/~$50k stipend.📰 x.com/ValueAddedRS/s…

@CCDHWatch Irony is rich for those who know the Omidyar Palantir history. Relevant to 2019 stalking scandal too. eBay's ex-CIA run security dept harassing journalists to out anon source (while Omidyar was still on BOD) didn't happen in a vacuum.🧐 h/t @yashalevine nefariousrussians.com/p/the-lost-omi…

As in prev years, Omidyar Network is also interested in "the intersection of technology & worker power" - which makes it a bit odd none of the past Reporters In Residence have written anything re: eBay's first union @TCGunionCWA or ongoing contract fight.🤔x.com/ValueAddedRS/s…

This may be known, but not sure. United States v. COHEN (1:24-cv-02670) This is the Wells Fargo Case. As of May 15, 2025: Dkt 7: Order on Motion for Entry of Final Judgment Dkt 8: Consent Decree Feels close. courtlistener.com/docket/6917135…

Maybe... it's a trap. The Attorneys for Ryan Cohen / RC Ventures in the third attempt at Rule 16b violations, wants to quash the Subpoena served to RC's Expert Witness, Natasha Kassian which is based upon Rule 45 parameters versus Rule 26. Rule 45 Subpoenas are used to compel testimony or the production of documents from nonparties in federal court, while Rule 26 governs the general discovery process, including the scope and limits of discovery. Both rules are part of the Federal Rules of Civil Procedure, but they serve different purposes in litigation. Why: 10-Years of Natasha Kassian's dealings with some of the biggest Money Magicians in the World has the potential to spill a lot of beans. ¯\_(ツ)_/¯ 15 December 2017: "Natasha Kassian, the former head of compliance for Europe and global head of corporate and regulatory compliance at rival hedge fund Millennium Partners, joined Citadel in May as chief compliance officer for its fundamental equities business, Aptigon Capital." And then, just 10 months later, Natasha bolted: Natasha Kassian, CCO of Citadel multi-manager unit Aptigon Capital, has left the firm after just 10 months to join RA Capital Management as general counsel and CCO, HFM Compliance has learned. Kassian joined Citadel in May 2017 after more than five years with Millennium Partners where she was deputy CCO. The rule 45 Subpoena is requesting multiple details of her dealings with a 10-year record look-back. sedaexperts.com/post/seda-expe…

Ryan Cohen Is Ready to Talk About eBay. For Real. trib.al/EOAPflx