Swami

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Swami

@SwamiKnows_

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Alexandria, VA Katılım Haziran 2009
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Swami
Swami@SwamiKnows_·
If this eBay play is real, I think Paypal is going to be part of it too. If Cohen wasn't blowing smoke in January and actually intends to do something transformative, just eBay isn't it. But combining a selling platform plus the biggest online payment processor in the world starts to look cohesive. It would also likely get Cohen his full comp award in 12 months: - Combined, the two companies had $10.21B in EBITDA for FY25 - Market cap of $GME + $EBAY + $PYPL would be $103.49B based on today's closing prices. - Paypal and eBay have $15B in cash/equivalents and are both comfortably profitable. This $15B could help with the actual payment of any debt GME took on to make the acquistions. Paypal is great value at current prices IMO. We'll see.
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Swami@SwamiKnows_·
Get ready for price to do this for short term moves. Buy low sell high or just buy and HODL…but regardless of your style…BUCKLE UP
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Swami
Swami@SwamiKnows_·
$WEN 18? Stock has been sold off to the extreme for 18 straight months. Check my highlights for link to deeper analysis. It continues to be pushed down heading into earnings this Thursday. The market is getting frothy and liquidity seems to be pushing out / rotating to "riskier" small caps. You never know what earnings could bring but I have seen this story play out before. And come on, is there a better meme sounding ticker than WEN ??
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Swami@SwamiKnows_·
@TayoMurph Yep well aware of that. It's just odd that AMC and some of the others aren't really reacting at the same time but XRX seems to be (although AMC did just run 100% in a month, so maybe there's a delayed timing aspect to how it works).
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TayoMurph
TayoMurph@TayoMurph·
@SwamiKnows_ Circle back to the old Basket Swap DD’s and it explains exactly what’s happening. $KOSS is another one 😉
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Swami
Swami@SwamiKnows_·
I am starting to think $XRX is tied to $GME in some way, through derivatives or whatever. Prior to last Thursday, Xerox had never had more than 8,000 shares traded overnight, dating back to 5/1/23. Thursday overnight it had 59k shares traded, another huge move up Friday intraday, and now tonight on the night GameStop announces their offer to acquire eBay, Xerox is up 45% 270k shares traded on BOATS. And it's not even available to buy on platforms like Robinhood - this is definitely not retail!
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Swami@SwamiKnows_·
@Lodoghir talk about getting lucky with timing, wtf is going on with the copier company's stock??
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Swami
Swami@SwamiKnows_·
RT @DOMOCAPITAL: Lol, well, one board member will clearly approve the $GME offer to purchase $EBAY... 🤣
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Swami@SwamiKnows_·
While not everything in this post is disproven, it’s funny how the universe works. Posted this on 4/30 and was contradicted by Mr. Market in less than 24 hours.
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Swami@SwamiKnows_·
I like that Ryan Cohen chose to drop this news *after* GameStop has been buying up shares/options of eBay - it creates a win/win scenario vs. the parties that want to sabotage GameStop. If they dump eBay's price to make it look like a bad acquisition, then it gets cheaper for GameStop to acquire. It's a profitable business and making it cheaper is excellent if Ryan Cohen wants to buy it for its intrinsic value. If they pump eBay's price to make it "too expensive" then GameStop can sell the shares for a very nice profit and patiently wait for the price to come back down and maybe do the whole thing over again. Credit to Ryan Cohen's strategy here - it shows me he's in this to either acquire eBay or make tens of millions of dollars for GameStop on a short term swing trade. This is the behavior I want to see!
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Swami@SwamiKnows_·
RC from his between two ferns era
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Swami@SwamiKnows_·
GameStop volatility coming, and Bitcoin just broke above $80k for the first time since January. Not a coincidence. Liquidity is pushing out into risk. Could get real frothy real soon.
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Swami@SwamiKnows_·
GameStop appears to be in a win-win position - they could be up significantly on the derivatives they purchased on eBay. I believe they would be entitled to sell immediately in the event that eBay’s board publicly declines the offer, and they would not need to file a 13D amendment showing the sale until 5 business days later
Swami@SwamiKnows_

I like that Ryan Cohen chose to drop this news *after* GameStop has been buying up shares/options of eBay - it creates a win/win scenario vs. the parties that want to sabotage GameStop. If they dump eBay's price to make it look like a bad acquisition, then it gets cheaper for GameStop to acquire. It's a profitable business and making it cheaper is excellent if Ryan Cohen wants to buy it for its intrinsic value. If they pump eBay's price to make it "too expensive" then GameStop can sell the shares for a very nice profit and patiently wait for the price to come back down and maybe do the whole thing over again. Credit to Ryan Cohen's strategy here - it shows me he's in this to either acquire eBay or make tens of millions of dollars for GameStop on a short term swing trade. This is the behavior I want to see!

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Swami@SwamiKnows_·
@new_snake Yeah there are so many variables that can drive price short term. This was just an over simplified hypothetical to show that a “dilution” in this case isn’t really a dilution since they’re getting 100% or eBay but only paying for half of it with shares
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new_snake
new_snake@new_snake·
@SwamiKnows_ If I was a betting man (I am, 100% GME) I would say GME is going to be much higher once we see the powerpacks revenue on top of what is historically GameStops worst quarter. Also, psssspssss
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Swami
Swami@SwamiKnows_·
The key component is what share price from GME is calculated in the offer. If around $25 as Michael Burry has noted, that is about 1.1B new shares. That would bring the total shares to 1.5B not including the warrants, bonds, or Ryan Cohen's compensation package. If the combined company is worth $65B in market cap, you'd be looking at $43 per share (65B / 1.5B). If you factor in conversion of the warrants/bonds/compensation package, and some spillage, let's say 2B shares, it would put share price at $32.50 All hypothetical of course and subject to many unknown variables. The company would also be highly levered with $27B in total debt (combining eBays $7B + the $20B from GME to finance the acquisition). Net debt would be $18-$22B factoring in eBay's cash reserves and whatever GameStop holds behind on the cash side. We'll see!
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Swami@SwamiKnows_·
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