Jon Hadinger

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Jon Hadinger

Jon Hadinger

@Jondinger

What does Love require of me?

Katılım Aralık 2012
96 Takip Edilen97 Takipçiler
Polish Quant
Polish Quant@PolishQuant·
@Jake__Wujastyk Brother what lol. Literally the ONLY reason to go on another network so quickly is to save face after the disaster that was yesterday. His PR team working overtime right now. If you think this is some master plan idk what to tell you
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
$GME #GameStop Lol this guy played the market like a fiddle yesterday. He almost got me & definitely capitulated Michael Burry and his entire SubStack, which was arguably needed to actually move the price. I’m going to take a wild guess that he doesn’t go on two different networks, one after the other, today to say “Half cash, half stock, it’s on the website” 7 more times.
TBPN@tbpn

BREAKING: GameStop CEO @ryancohen will be live on TBPN today at 12:30p PT $GME

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Jon Hadinger
Jon Hadinger@Jondinger·
@MichaelTLoPiano @larryvc That’s nothing even close to what he is saying. He is saying you can learn a lot about a company based on whether insiders are buying shares on the open market
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Dr. Michael T LoPiano
Dr. Michael T LoPiano@MichaelTLoPiano·
$GME it seems to me like @larryvc is pointing out that it would be counterintuitive for a board to authorize a large dilution at a price essentially equivalent to the board’s cost basis such that the only member of the company not gutted by the move is the CEO whose dilutive pay package they have just approved at below their cost basis. That’s the math the doesn’t math.
Larry Cheng@larryvc

A simple query to plug into your favorite LLM when evaluating a public company: In the last [3] years, how many open-market purchases—both in number and dollar amount—has the [company name] board of directors made?

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Jon Hadinger
Jon Hadinger@Jondinger·
@antonbelev @rnewton7777 Plan to see lots of dilution, but dilution that leads to absorbing a company worth 50B means the pieces of the pie get smaller, but the pie itself gets way way bigger
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Anton Belev
Anton Belev@antonbelev·
@rnewton7777 What are your thoughts on the hypothetical dilution here. If we consider the bonds and warrants, we only have 450m to raise more funds by dilution. Let’s say we are only short 16bn, which is very optimistic, we still need to sell these 450m at over $28 to raise the money.
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Jon Hadinger
Jon Hadinger@Jondinger·
@evantindell The package hasn’t even been approved and he’s been looking at a big acquisition for a while. On top of the fact he already owns millions of shares he purchased while taking 0 salary. This is an unintelligent take
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Evan Tindell
Evan Tindell@evantindell·
The $GME situation is wild. The CEO Ryan Cohen has an options package for 171m shares that he can earn if he hits certain market cap and EBITDA hurdles. The crazy thing is that this is not adjusted for dilution. He needs the market cap to be $20b to get the first tranche but he can just issue a crapload of shares! This is why he wants to buy $EBAY.
Evan Tindell tweet mediaEvan Tindell tweet mediaEvan Tindell tweet media
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Joepoopie123
Joepoopie123@joepoopie12·
@Jondinger @BuyerveeSellers @DOMOCAPITAL True, but the bid has been placed. It’s not speculative, it’s not a rumor, it’s a hard fact the the free market minimum value of eBay is now $125/share, so I was surprised to see it drop. Disclaimer: I’m definitely an idiot when it comes to the markets.
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DOMO Capital Management, LLC
Interesting developments. What are the odds that $EBAY makes an offer for $GME at some point before this is over? I think those odds may be over 50%. An offer... Get your popcorn ready... 🍿
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Brian Hickey
Brian Hickey@bhickular18·
@NoLayingUp @Titleist He did the one thing he said he would never do. Chase the money over the legacy. At the worst time. His prime years. Could have probably beaten Seve’s 5 majors. Challenged Rory as best Euro ever. Historically bad decision….
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No Laying Up
No Laying Up@NoLayingUp·
Breaking down the timeline of Jon Rahm's career decisions. Spoiler alert: it's not looking good for him. NLU Live presented by @Titleist.
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Jon Hadinger
Jon Hadinger@Jondinger·
@BuyerveeSellers @DOMOCAPITAL It wouldn’t be that clean or that simple. But essentially yes, if the bid is accepted at a price, if it’s underneath it people will absolutely buy, and if it goes over people will sell. But look at Twitter being purchased, that’s the best way to see how it works
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TheUltimator5
TheUltimator5@TheUltimator5·
Burry is a suitable narrative for the PM dip. They needed one anyways. $GME
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 Gotcha. So your stat is wait for price to come down or sell puts and then re enter and once again sell CCs?
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 History would dictate that. But is it possible with the acquisition, the floor is now low 30’s instead of 20? Or is that just unrealistically high in your opinion?
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 Do you think gme may have a higher floor if the acquisition goes through? And if so will you re enter or are your GME days over once your CC’s close and your shares are gone? (Assuming price goes up above your cc’s)
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Jon Hadinger retweetledi
Chase Passive Income
Chase Passive Income@chasedownleads·
Just pressure washed this driveway Customer paid me $600 Then he shook my hand and said, “son, I’m impressed by your work ethic. You have a lot of potential. How’d you like to be the VP of Engineering at Microsoft? The pay is $700k per year. If you can pressure wash, you can definitely manage a team of hundreds of engineers.” I accepted. It really is that easy to become rich. But young people just don’t want to put in the work. Oh, and the man’s name? Bill Gate.
Chase Passive Income tweet media
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 @stonkgirl608 Gotcha. I guess for some people it’s hard to hear such a prominent gme voice no longer have hopes for big moves but I totally understand you are doing what’s right for you. Can I ask, why be in gme then? Is the money opportunity that good if you aren’t buying for a big move?
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 @stonkgirl608 Interesting! Would you agree there is a non zero chance that GME moves up and then say a catalyst happens and it never does come back? In that instance are you ok being in GME this long and you are totally out from a 30% move and never seing a large move again?
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Jon Hadinger
Jon Hadinger@Jondinger·
@rnewton7777 @stonkgirl608 So if gme went to 30$ish you’d lose all shares then reopen a position higher or just be done with GME forever from that small of a move?
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