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1.4K posts


What’s your excuse for buying digital now?
CharlieIntel@charlieINTEL
GameStop is now on Uber Eats, allowing you to buy your games and get them delivered within hours
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@VladTheInflator @grok Why don’t you try dropshipping and gambling to make up the difference
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Hey @grok how much home can a median family afford assuming a 28% DTI (PITI + maintenance) and 10% (median) down payment. How far do current median home prices need to fall for that to happen.
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@Malone_Wealth -4B of convertible bond debt though everyone always forgets to mention..
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As of today, the Company's market cap is 103% cash...
Kevin Malone@Malone_Wealth
At The Low Today, $GME Was A Price-to-Cash Ratio of 2.31. Meaning The Company's Market Cap Was 43% CASH.
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@glacierptrading Translation: “Please hold my bags while I exit my short dated options sorry I pumped the stock that’s how the game works, good luck”
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@TobyTurner Make a song about getting pig grease on the carpet because you tried to grill in the basement
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@glacierptrading Low 20’s? Brother we’re already there am I misunderstanding you
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@GoatBeardzDD The argument is that it isn’t correlated to stock price— so he buys eBay and the collective market cap soars with no true benefit to shareholders in the short to medium term, yet he takes away millions in sell to close options; holders get massive dilution. Thats the argument
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Mark Cuban just accidentally made the bull case for Ryan Cohen’s pay.
His thread attached is right: ~90–100% of the top 10’s net worth is founder equity.
“Value created by building scalable businesses.”
But look at how each of them got that concentration and then look at what Cohen has to do for his.
Bezos, Zuckerberg, Ellison, Huang, Dell, Page & Brin all acquired their stakes the same way: near-zero cost basis at founding, then unconditional appreciation.
The stock just had to go up.
Free basis + time.
Cohen’s award is the inverse of free basis:
- 171.5M options struck at $20.66 - the grant-date price.
- Nine tranches. Full vest requires a $100B market cap and $10B cumulative EBITDA
- No salary. No cash bonus. No time-vested stock. Nothing guaranteed.
- He recused himself from the vote and let the other holders decide.
So run Cuban’s own logic again.
If founder wealth is fair because it reflects value created, then @ryancohen is the ONLY name on that list required to create the value first, pay the strike, clear a 10x, or collect nothing.
Every founder there started earning from a $0 threshold.
Cohen earns NOTHING until $GME DOUBLES to a $20B cap AND books $2B in cumulative EBITDA.
His first dollar requires real profitability the others never had to clear before getting rich.
That’s my CEO.
Mark Cuban@mcuban
Hey @grok, of the 10 wealthiest Americans , what percentage of their net worth is from founders stock ? Equity in companies they founded or co-founded ?
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@Almaadeed Yes but depends on if the possession is basal or not. An average home, no glamour, is still at this point in time an outlandish idea for many to get, but I’d argue is a fundamental possession that isn’t solely decorative
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@TobyTurner Wasn’t a massive part of our infrastructure built by Irish and Chinese immigrants ❓
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@flankballs6641 I don’t think so, but that’s just because almost every other stock goes up, while this garbage does nothing or just slowly slides down during the biggest bull market in history.
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Sadly, $GME investors are too stupid to realize they still have some power.
If they pass this package and the dilution, what he says here comes true.
$20-27 at most. Warrants expire worthless. The stock remains flat.
This is by design. Last chance to wise up.
Evan@evan12286
I encourage all $GME investors to consider whether you want to receive a return or you’re happy sitting around $20-25 for the next five years after @ryancohen finishes bailing out the naked short prime brokers. If you voted For, plenty of time to change your vote
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