FrontRowBrian™ 🇺🇸 ₿

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FrontRowBrian™ 🇺🇸 ₿

FrontRowBrian™ 🇺🇸 ₿

@FrontRowBrian

Waste Management Consultant. investor📈. Insights into fight sports and finance

North Caldwell, New Jersey Katılım Ocak 2019
1.5K Takip Edilen15.9K Takipçiler
Talkin' Baseball
Talkin' Baseball@TalkinBaseball_·
Tarik Skubal is being placed on the IL due to loose bodies in his elbow and is going to need surgery
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FrontRowBrian™ 🇺🇸 ₿
Tony should make a deal. $PSKY / $WBD aren't going to compete with their partners $TKO. There's always a deal to be made. IDEA - AEW sells $TKO a 15-20% of the company in the form of *preferred* convertible shares with a vesting schedule over 5-7 years. These shares are preferred because AEW likely has little or zero cash flow. If TKO held common AEW shares, every subsequent Khan family contribution dilutes them. What does AEW get? 1. TKO common stock. 2. Talent sharing & facility access agreement. 3. Media rights packaging commitment — TKO agrees to include AEW in next rights cycle negotiation, with floor commitments This strategic minority investment solves the immediate Ellison problem ( $TKO is now economically aligned with AEW staying on $WBD or finding a Paramount home), preserves Khan's operational control short-term, gives TKO a path to full control if Khan eventually wants out, and is small enough not to trigger an HSR-level antitrust review.
John McMullen@JFMcMullen

x.com/i/article/2049…

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FrontRowBrian™ 🇺🇸 ₿
I know several elite wrestlers who were flat out told by their parents or significant other no MMA. Guys that would’ve killed in mma. So they accept a 62k a year assistant wrestling gig. I think fighting for a living only appeals to a very small part of athletes independent of money. You need a screw loose in a good way. So few have that. Remember Mark Ellis? He didn’t have the required screw loose whether it paid $50k or $5 million. I just don’t subscribe to the theory that if there was more money the fighters would be better. This is work for a tiny portion of an already tiny portion of athletes. 99.9% don’t have the mental ability to do it at a high level.
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Matt Brown
Matt Brown@IamTheImmortal·
@FrontRowBrian Strong disagree. You’re a very smart guy and probably in late 30’s (I’m guessing) so you think this way. Kids in their 20’s, especially high level athletes, see money not repercussions. Not even a little bit. If the money was there they wouldn’t think twice about their brains
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FrontRowBrian™ 🇺🇸 ₿
No... I'm saying that elite American athletes will not choose combat sports because of the obvious long term health effects. Even if the money was NFL like. We got guys in their 30s who are GONE. I know some of them. They're not the same guys I knew 15 years ago.
Mountain Pack 🐺@jase__1032

@FrontRowBrian Great point if you take away the nfl money. 60% of nfl players make an avg of $1-$3million per year. Top end guys are making @ $40+ million per year. If a fighting organization paid this much, better athletes would chose to fight. So his hypothetical seems legit.

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starblazer
starblazer@01Starblazer·
Keep Bichette at SS for the rest of the year. When Lindor returns, put him at DH. If Mets are out of playoff contention, look to move Lindor and that contract. The Dodgers would be a fit.
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Compound248 💰
Compound248 💰@compound248·
The $GME proposed acquisition of $EBAY is even dumber than it sounds, which is why he refused to answer @andrewrsorkin's basic questions this am. To start, the ACTUAL proposal is not GME acquiring EBAY: GME is the seller, not the buyer. Ryan Cohen is asking eBay to acquire GME, fire eBay's CEO, and let Ryan run the business. Onto the dumbness of the proposal details: The idea is 50% cash / 50% stock for roughly $56 billion of consideration to eBay. Pundits note GME's ~$11.1B market cap and ~$9B of existing cash. BUT THAT DOUBLE-COUNTS. Of GME's ~$11.1B market cap, ~$9B IS THE CASH. Or 81% of the market cap. If I have a company worth $110 with $90 of net cash, it's not worth $180: the cash is worth $90, and the company ex-cash is worth $20 = $110. As shown below, if GME pays eBay the ~$9B in existing cash, the remaining market cap (from eBay's perspective) is ~$2.1B. GME shares are worth ~$5/share ex cash. To issue $28 billion of GME shares, it has to issue ~5.6B of new shares to eBay (vs 590B FD GME shares today), giving eBay 90%+ of the post-deal shares (+ $28 billion of cash to eBay owners). To be clear, GME is proposing that eBay acquire GME, with GME owning 10% of the CombinedCo. In 2026, eBay is expected to generate $2.8B of free cash flow vs $500 mm by GameStop (15% of combinedco). eBay revenue is expected to GROW 9% in 2026 while GME's is expected to shrink 1% (and has shrunk >40% in 5 years). So eBay brings 85% of the cash flow and is growing, and gets 90% of a newco that is dragged down by GameStop's declining revenue. To compensate for owning a lower quality CombinedCo, it levers up and pays legacy eBay $62/share in cash. However, that cash is financed by the quality of eBay's business, not GameStop. eBay doesn't need GameStop to recap its existing business - it could do so and continue to own 100% of the better business. Ultimately, this is GME attempting to swap into a better business by selling itself to eBay, not vice versa. Everyone knows this deal won't happen, Ryan Cohen included.
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Compound248 💰@compound248

Ryan Cohen responding to absolutely normal questions from @andrewrsorkin this morning.

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Variety
Variety@Variety·
#KidCudi has announced that he fired M.I.A. as one of the openers on his Rebel Ragers Tour after she was booed during a rant which included lines like, “I’ve been canceled for many reasons. I never thought I would be canceled for being a brown Republican voter.” Cudi announced her departure from the tour on May 4 via Instagram, where he wrote, “TOUR UPDATE: M.I.A is no longer on this tour. I told my management to send a notice to her team before we started tour that I didn’t want anything offensive at my shows, cuz I already knew what time it was, and I was assured things were understood. After the last couple shows, I’ve been flooded with messages from fans that were upset by her rants. This, to me, is very disappointing and I wont have someone on my tour making offensive remarks that upsets my fanbase. Thank you for understanding. Rager.” variety.com/2026/music/new…
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Mike Coppinger
Mike Coppinger@MikeCoppinger·
.@Turki_alalshikh wants to make Oleksandr Usyk vs. David Benavidez for the heavyweight championship in 2027, @ringmagazine has learned. Benavidez moved up to cruiserweight Saturday and won two titles with a KO victory of Zurdo Ramirez. Usyk returns May 23 to defend his Ring Magazine heavyweight championship vs. Rico Verhoeven at the Pyramids of Giza.
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FrontRowBrian™ 🇺🇸 ₿
@MacandChiefs No. I’m saying even if fighting paid like the big4, people wouldn’t do it. 99.9% of people aren’t wired for combat. Nothing to do with $$
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#1 knuckleheaded ninja
#1 knuckleheaded ninja@MacandChiefs·
@FrontRowBrian you’re proving his point. if mma payed nfl/nba/mlb salaries then the top athletes in the world would be fighting. (I don’t think mma fighters should get paid nfl salaries)
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FrontRowBrian™ 🇺🇸 ₿
Disagree. Fighting is too hard of a way to make a living. American football is the limit. We live in very prosperous times. Even the poor are living well. The top athletes aren't signing up to get beat up for a living. Football is peoples' limit.
The Combat Sport Poll Guy@PollGuyUFC

Sean Strickland said USA would dominate MMA if. Strickland: “If there was NFL money in the UFC We Americans would dominate” Agree or Disagree?

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FrontRowBrian™ 🇺🇸 ₿ retweetledi
FrontRowBrian™ 🇺🇸 ₿
Hard to explain to people how big of a fight this was at the time. It was Mayweather Pacquaio, Tyson Holyfield, Conor Khabib.. all in one.
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Goatbeardz
Goatbeardz@GoatBeardzDD·
$GME isn’t buying eBay. @ryancohen is doing what he always does. The media is framing GameStop’s eBay bid as an acquisition. It’s not. Ryan Cohen is running a textbook activist investor playbook and the same one he used on GameStop itself. Let me break it down. 🧵
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Chode Rogan
Chode Rogan@choderogan_·
@FrontRowBrian “We live in prosperous times” Meanwhile people are financing groceries
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FrontRowBrian™ 🇺🇸 ₿
It's straight forward. - $56 billion needed to get the deal done. - $28 billion in $GME stock - $20 billion debt finacing from TD Bank - $8 billion of cash from GME's balance sheet - 28 + 20 + 8 = 56. $ebay $gme
Reese Politics@ReesePolitics

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

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