dilley capital

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dilley capital

dilley capital

@MoneyPrinter

pronouns that/bitch • your assumptions about me are wrong • we buy time • no cap 🖐️$169 unblock fee

United States Katılım Mart 2009
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dilley capital
dilley capital@MoneyPrinter·
IYKYK $GME
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
$GME $EBAY Let me elaborate on this using my best assumptions, since Ryan Cohen didn't provide the details on financing. The "$20B HCL (TD Securities)" line refers to a Highly Confident Letter. For LBO of this size, expect minimum 8-10% range for interest rate. The pro forma combined entity would carry leverage well north of 7x EBITDA. Good luck with that. Calculated as eBay's ~$3B EBITDA plus modest GME contribution against ~$20B new debt + eBay's existing ~$7–8B, which puts it firmly in single-B / deep high-yield territory. The capital stack would likely be a mix of senior secured term loans (SOFR + 375–450 bps, so ~8–9% all-in at current SOFR ~4.3%) and senior unsecured notes (9–11%). A bridge loan from TD would price even higher with step-ups. Worth noting too: TD's HCL is non-binding — actual pricing at syndication on a deal this stretched could come in materially wide of where the model assumes, particularly if the high-yield market is risk-off when they go to issue. The most important takeaway: At a realistic 9% blended rate, the $1.8B in pre-tax interest essentially consumes the entire $2.0B cost-reduction synergy. Good luck Ryan. Expect syndicated lenders to tell you: "You need to bring a lot more money to the table."
JaguarAnalytics tweet media
Ryan Cohen@ryancohen

Proposal to acquire eBay. investor.gamestop.com/ebay

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dilley capital
dilley capital@MoneyPrinter·
@WorldStrategist dude. he trolled them… after YEARS of CNBC shitting on gamestop and RC, he agreed to be interviewed letting them think they were getting the scoop— telling them to look at his website 🤣🤣🤣 his real interview will be with @cvpayne as previously announced $GME $EBAY
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dilley capital
dilley capital@MoneyPrinter·
$GME currently holds 22,176,000 shares of $EBAY in call options
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dilley capital
dilley capital@MoneyPrinter·
@lewis_jerr5843 @stoolpresidente i entered $40C 2028 leaps on the dip when everyone was crying about this interview and they just now got hit with over 5K volume short it if you have so much conviction… either way you’re the one in the cuck chair donny boy
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Dave Portnoy
Dave Portnoy@stoolpresidente·
I’ve had my best people at #ddtg pour over this video and I’m still not sure who won this exchange.
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dilley capital
dilley capital@MoneyPrinter·
@stoolpresidente after years of shitting on $GME they thought they were getting a big scoop 🤣🤣🤣 RC won the real interview will be with @cvpayne as previously agreed upon
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Don RIP
Don RIP@lewis_jerr5843·
@stoolpresidente You’re joking right? As the leader of your company, can you imagine not repping the future of your company as this deal hangs in the balance? Come on Dave. You are better than that 🎱-‘
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dilley capital
dilley capital@MoneyPrinter·
dilley capital@MoneyPrinter

🐶 Chewy $CHWY • 2011: 25-year-old Ryan Cohen founds Chewy after getting frustrated buying pet food for his dog. Starts in his parents’ basement with almost no capital. • Early days: Rejected by over 100 VCs. Self-funded and bootstrapped. • 2013: Lands first outside funding — $15M from Volition Capital. • 2016: Hits $900M in sales. Becomes #1 online pet retailer in America. BlackRock and T. Rowe Price pile in. • 2017: Sells Chewy to PetSmart for $3.35 billion — the largest e-commerce acquisition in history at the time. Cohen stays on as CEO. • 2018: Grows revenue to $3.5 billion. 66% of sales from recurring auto-ship customers. Obsessive service: handwritten notes, 24/7 support, flowers for deceased pets. • 2019: Chewy IPOs at $8.7 billion valuation (Cohen had already stepped down as CEO). ✅ Core lesson: Cohen took a boring, neglected category (pet supplies), ignored legacy retail, and built a customer-obsessed e-commerce machine that crushed incumbents.

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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
I see a lot of people dismissing @ryancohen’s proposal for $GME to acquire eBay. Rookie mistake. He started Chewy (now $10B company), saved GameStop from its demise, and has created a fortified balance sheet. Ryan is a winner with a track record of doing the impossible.
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DOMO Capital Management, LLC
Oh, but @ryancohen was trying... He was clearly playing CNBC. Mocking them the way that they have mocked all $GME shareholders for years. They said it out loud. They thought they were going to get some major scoop. I suspect we'll get a different kind of interview with @cvpayne ...
Colin@colin_gladman

@Ryan__Rigg It would be hard to have a worse interview if you were trying.

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DOMO Capital Management, LLC
In my opinion - this is what the @CNBC interviewers were missing in regards to how $GME funds the $EBAY purchase: "It is possible Cohen could tap outside investors, such as Middle Eastern sovereign-wealth funds, to back the deal, people familiar with the matter said." @WSJ
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