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Killuminati ☥ 𓊹𓊹𓊹 𓂀 OUTLAW
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Killuminati ☥ 𓊹𓊹𓊹 𓂀 OUTLAW
@killuminati
I see u 🤌🏾 peekin 👀 now follow 👆🏾
Katılım Kasım 2007
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Burry on substack about $GME
Regarding GME: Hypothetical my solution may be, yet it is remarkable how a scalpel can be used differently than a meat cleaver. The reason I put so much thought into my structure.was not to make ir complicated. I wanted to avoid dilution and recourse debt, and I felt Ryan would want to maximize his ownership of the combined entity. I also was interested in preserving NOLs. All while achieving similar post deal EBITDA to more debt heavy, dilutive approaches.
As well, I took the challenge as breaking new ground and revolutionizing capital markets strategy at face value.
Perhaps I just thought it was obvious that maximizing function while minimizing blood loss ,and recovery time would be the goal.
What is happening instead makes perfect sense. Ryan is following the incentives before him. His compensation package by focusing on incentivizes on market cap and EBITDA obvious incentivized 10x dilution of shareholders while guaranteeing that in that event, he would mostly be kept whole.
While most GME bulls are taking this as that 100B market cap is a 10x type of incentive for shareholders, Ryan is proving the opposite. The whole structure, if done twice, gets him a stake 10x more valuable by diluting shareholders 10x. His proposal is almost halfway. By done twice, I mean he would do eBay then do a similar trick again.
Ryan is promising huge cost cuts and massive jumps in profitability. This also makes sense. It is the Wall Street playbook. If eBay doubles its EBIT margin of 20% to 40%z, it would be on par with Meta and 50% better than Alphabet.
But it will would not get eBay to a spot where it could pay off the debt in a few years, as Ryan is promising.
The debt level needed to get this deal done would likely take 7-10 years to pay down and even then only if all capital was directed to such a task.
My solution would have broken new ground and would have required a CEO in full control of its board to ignore the incentives in his new pay package. Makes perfect sense that did not happen.
It almost never happens. Which is why Warren Buffett is so respected.

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Planet Fitness Crashes Most On Record After Membership Slump Hits Outlook zerohedge.com/markets/planet…
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Mozambique signals move to join Africa’s mining revolution with 15% state stake and export ban:
Mozambique is moving to tighten control over its vast mineral wealth, proposing sweeping reforms that will grant the state a minimum 15% stake in all mining projects while banning the export of unprocessed minerals.
Mozambique signals move to join Africa’s mining revolution with 15% state stake and export ban .
Mozambique signals move to join Africa’s mining revolution with 15% state stake and export ban
The reforms aim to increase state participation, encourage local mineral processing, and ensure more value remains in the country.
New rules will overhaul licensing, require 10% of mining revenues for local development, and create special artisanal mining zones.
Similar moves are underway across Africa, with countries like Mali, Burkina Faso, and Ghana boosting state control and tightening regulations.
Africa are following the footsteps of the AES, it is this domino effect that the imperialist feared the most. This is why they are trying to unleach terror on the AES.
-Africa Business Insider

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Whatever AA spent on This campaign was worth every single penny
This was a cultural moment
$AMC
𝒁𝜠𝑼𝑺@HuskyJesus
Lmao 😂😂😂 $AMC IS EVERYWHERE 😎🍿
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“Other Income” = FAKE EARNINGS

JustDario 🏊♂️@DarioCpx
Check this out: in the past quarter, $MSFT only paid $100 m (not a typo) cash to OpenAI, even if they were still due to pay $1.3 bn. I don't think this is just beef between Nadella and Scam Altman; if $MSFT isn't paying, it means OpenAI business isn't reaching the agreed goals.
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Among the things in yesterday’s video, is one stat I think helps tell the story
AMC liabilities (orange bars) continue to shrink while revenues (blue line) continue to grow
With the box office growth we have, this is about to significantly accelerate
AMC Earnings Deep Dive And Look Ahead WITH BIG ANNOUNCEMENTS
youtu.be/ctGlmjibv2k
$amc

YouTube

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