Emos

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Emos

Emos

@moschoul

physiotherapy - scuba 🤿 -sail

Katılım Ağustos 2021
151 Takip Edilen160 Takipçiler
Emos
Emos@moschoul·
@GreekAnalyst Μάλλον μιλάμε για μια τελείως άνιση ανάκαμψη μιας και ο μέσος έλληνας αμφιβάλω ότι ένιωσε κάποια διαφορά.
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Emos
Emos@moschoul·
@ksorbs Greek guy here , this is not in our history books.
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Kevin Sorbo
Kevin Sorbo@ksorbs·
So apparently Greek culture was invented by Africans? Can any Greeks confirm this for me please.
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Ryan Cohen
Ryan Cohen@ryancohen·
🫪
Ethan Brooks@alt_w_v_g

You used to sell stuff on eBay. Maybe an old camera. Maybe Beanie Babies. Maybe a coat that didn't fit. You paid a small fee. The buyer got the thing. Everyone went home. That eBay is gone. The website looks the same. The logo is the same. The 135 million buyers are still there. But the company isn't really a marketplace anymore. It is an advertising business with a marketplace attached for distribution. Last year, sellers paid eBay $2 billion just to make sure their own listings showed up. Read that again. The board calls this growth. A Canadian who runs a video game store called it something else. Here is what actually happened. In 2020 the board hired a new CEO. His name is Jamie Iannone. He arrived with a strategy called focused categories. In plain English, that means leaning into the stuff people pay extra for. Sneakers. Watches. Trading cards. Auto parts. The everyday seller, the person with the camera and the coat, was no longer the customer. The customer was now the seller who would pay to be seen. In 2025 eBay did $80 billion in transactions. They kept $11 billion of that as revenue. Of that $11 billion, $2 billion came from advertising. Sellers paid them $2 billion to promote listings on a website those sellers already pay fees to use. That is the growth story. In the same year, the number of enthusiast buyers, eBay's own term for their best customers, was 16 million. It was also 16 million the year before. And the year before that. And the year before that. Four years. Zero growth. They mention this on every earnings call without mentioning it. So what does a company do when growth stops? It buys back its own stock. In 2025, eBay returned over $3 billion to shareholders. Most of that was buybacks. In February the board authorized another $2 billion on top. Buybacks shrink the share count. Earnings per share goes up even when earnings stay flat. The stock price follows. The stock was $68 a year ago. It is $108 today. The company did not improve. The denominator got smaller. Then a man from Canada noticed. His name is Ryan Cohen. He runs GameStop. He started his career selling pet food online and sold it to PetSmart for $3.35 billion. He looked at eBay. 135 million buyers. $80 billion in transactions. Real margins. Real cash flow. A board harvesting the business instead of running it. He bought 5% of the company through derivatives and stock. Then on May 4, he offered to buy the rest. $125 per share. $56 billion total. On May 12, the eBay board rejected the bid. They called it not credible. The math is credible. What the board means by not credible is we would have to explain why we sold. Then Cohen went on Piers Morgan. He said eBay is run by a bunch of losers with perverse financial incentives. He pointed out that eBay's CEO has been paid $144 million over six years. He pointed out that he personally takes no salary and has put $128 million of his own money into the company he runs. You do not have to like Ryan Cohen to notice he is making a point that is hard to argue with. eBay used to be a place where regular people sold things to other regular people. Now it is a $48 billion company whose largest growth driver is charging its own sellers to advertise to a buyer base that stopped growing four years ago, while spending billions a year buying its own stock to make the chart go up. The board calls this strategy. A video game CEO from Canada called it what it is. The market is now waiting to see who else agrees. Plz fix. Thx. Sent from my iPhone

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Polymarket
Polymarket@Polymarket·
JUST IN: GameStop CEO Ryan Cohen says eBay is run by "a bunch of losers"
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Hidden Truth Central
Hidden Truth Central@hiddentruthcent·
@Polymarket Stay out of ebay. Ebay is a great company. Not woke. Fair selling fees. Buying and sellng made seamless. Im tired of these gay ceos and buying and ruining some of the only good companies left
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Emos
Emos@moschoul·
@iamrpk Fat paid executives for sure
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iamrpk
iamrpk@iamrpk·
Ryan Cohen: Hey eBay, i'd like to buy you eBay: No Ryan Cohen: You're fat
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Emos
Emos@moschoul·
@alekos_70 @_djkriss_ Σοβαρή μαλακια πέταξες , μάλλον είσαι πάνω από 50
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Το τίποτα
Το τίποτα@alekos_70·
@_djkriss_ Το μέλλον έχει λάθος στόχους όπως το χρήμα ας πούμε...
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d.j. kriss 🍉
d.j. kriss 🍉@_djkriss_·
Αντί να πηδάνε από τα μπαλκόνια οι ραγιάδες οι κλέφτες και απατεώνες πηδάει το μέλλον μας.
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Emos
Emos@moschoul·
@CNBC Audacious is how rotten your company is. Thank god anyone below 50 can see through it
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Emos
Emos@moschoul·
@foxenflask So basically I bought GameStop when I was 26 now I m 32 and I ll make a profit when I m 50…
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bad robot
bad robot@foxenflask·
Make yourself some tea, read the original post above, and chill the fuck out $GME
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bad robot
bad robot@foxenflask·
Prepare yourself for a proposition from $GME to increase the total authorized share count. I know that might make some of you uncomfortable, but hear me out because there's a very logical reason this is coming, and it's actually bullish. If you disagree or hate this idea, please give me the courtesy of reading my logic before you have a mid-life crisis in the comments. Right now, GameStop has ~448m shares outstanding against 1bn authorized. That's a 44.8% issued-to-authorized ratio. Sounds like plenty of headroom, right? Not when you factor in what's already committed: - 171.5m shares tied to RC's performance options - ~43.5m shares from the $1.3Bbn convertible notes ($29.85 strike) - ~77.8m shares from the $2.25bn convertible notes ($28.91 strike) That alone brings the fully diluted count to ~741m, or 74% of the authorized ceiling. And that's before a single acquisition dollar gets raised. So why would RC want to increase the limit now, while there's still room? Because good capital allocators do not wait until they are maxed out. They plan ahead, and there is clear precedent for this. RC has shown you exactly how he thinks about this. In January 2023, RC built a stake worth several hundred million dollars in Alibaba and personally pushed management to increase their buyback program from $40bn to $60bn. He told them they could hit double-digit sales growth and ~20% FCF growth over five years, but the shares were undervalued and the buyback was not aggressive enough. Alibaba listened and expanded the program. He also invested the vast majority of his personal wealth into Apple after selling Chewy, becoming one of Apple's largest individual shareholders (roughly $800m plus at peak). When sources close to RC described his Alibaba thesis to Reuters and the Wall Street Journal, they specifically pointed to Apple's capital return program as the blueprint RC wanted Alibaba to follow. RC called Apple “the strongest business in the world” and cited “disciplined capital allocation” as a core investment principle he learned from Buffett. He bought his first Apple share at age 15. The through-line here is pretty clear to me: RC is acutely aware of shareholder value mechanics, issued-to-authorized ratios, and capital discipline. He does not want to be forced into raises when his back is against the wall. He would rather have optionality. Buffett operated the exact same way, and there is direct precedent here. Berkshire Hathaway has 1.65m Class A shares authorized but only roughly 523,000 outstanding. That is a 31.7% utilization rate, and Buffett has maintained that kind of headroom for decades. He did not do that because he planned to flood the market with stock, but because he wanted the flexibility to act when opportunity appeared without going back to shareholders for emergency approvals. At the 1995 Berkshire annual meeting, when shareholders questioned whether authorizing preferred stock would dilute them, Buffett said: “There is no downside to this proposal. It is an authorization. It is not a command to issue shares.” He also explained that shareholders are only diluted if Berkshire receives less in value than it gives, and he repeated that principle in multiple letters and Q&A sessions over the years. In later commentary he went so far as to say he would “rather prep for a colonoscopy than issue Berkshire shares,” underscoring how seriously he treats actual issuance versus simple authorization. The lesson is simple: Buffett authorized far more shares than he ever used, kept massive headroom at all times, but was extremely disciplined about when and why he actually issued stock. That is the model RC appears to be following. Now let's do the math on what $100bn plus actually requires. RC has told us the plan: acquire a publicly traded consumer company “significantly larger” than GameStop. He has described it as “transformational” and said this has “never been done before in the history of capital markets.” GameStop currently sits at roughly $11bn market cap with roughly $8.8bn in cash. To get to $100bn by 2036 (the 10 year horizon of his compensation plan), he is going to need significantly more capital than what is on the balance sheet today. My estimate: at least another $20bn in equity and debt capital over the next 3 to 5 years. And honestly, that might be conservative if the vision is $100bn to $500bn. Think about it through the lens of how the Mag 7 plan their growth. Meta, Google, Microsoft, Amazon, they are each telling shareholders and the market they are spending $60bn to $80bn per year for the next 3 years on AI infrastructure. They are planning capex 2 to 4 years out and asking for patience. The market rewards that kind of forward planning. Now apply that same thinking to GameStop. This is not capex, but the principle is the same: how much capital does RC need to build a $100bn to $500bn conglomerate? The answer is: a lot. And it needs to come from a combination of cash flowing acquired businesses that can generate $4bn to $5bn per year, plus accretive equity raises and creative debt instruments (like those 0% converts). If you assume $20bn in additional equity raises at an average price of roughly $25 per share, that is roughly 800m new shares. Add that to the 741m fully diluted count and you are at roughly 1.54bn shares, well past the current 1B authorized limit. If RC wants to hover around a 60 percent issued-to-authorized ratio (which, based on his Alibaba and Apple track record, seems like a reasonable mental ceiling), he would need authorization for roughly 2.5bn to 3bn shares. My guess is we will see a proposal for 2bn to 3bn, likely the latter. Here is the key point most people miss: increasing the authorized share count is not dilution. It is giving the board the legal runway to execute over a multi year period. Dilution happens when shares are actually issued, and RC has shown through his $35bn all or nothing compensation plan that he only wins if the stock goes up. His 171.5m options are worthless unless GameStop hits $100bn in market cap and $10bn in cumulative EBITDA. Every share he issues needs to be accretive to that goal or he is lighting his own paycheck on fire. It takes money to buy whiskey. You do not build $100bn plus companies without capital. And it is far better to ask for authorization now, while utilization is at roughly 45%, than to come back begging when you are at 90% and the market reads it as desperation. This is forward planning. This is the Berkshire playbook. Do not let it scare you.
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Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
$GME Keep dipping at the overnight market. We’re almost -30% in just a few trading sessions now since tapping $30 a few days ago. Where are you stepping in again?
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Emos
Emos@moschoul·
@GregIsKitty Did you hack your brother ?😂 3 posts in a row is too much
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GregisKitty
GregisKitty@GregIsKitty·
So is the $EBAY board on vacation or….? $GME made the offer over week ago…
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Oberon 2 🍉
Oberon 2 🍉@oberon_new·
Που λετε παιδια, αυτη η σπηλια ειναι εκτος ελληνικων χωρικων υδατων. Ο φαρος απο πανω, δεν ξερουμε σε ποιον ανηκει. #Λευκάδα
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Emos
Emos@moschoul·
@elonmusk Said the man who was besties with a convicted pedophile
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Elon Musk
Elon Musk@elonmusk·
Perhaps a restoration of dignity is in order
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Emos
Emos@moschoul·
@AdonisGeorgiadi Πιθανότερη αιτία: πνευμονική εμβολή (θρόμβος από κάτω άκρα). Η οικογένεια και ιατροδικαστές υποστήριξαν ότι απλές εξετάσεις (π.χ. οξυγόνο, στηθοσκόπιο, D-dimers) θα μπορούσαν να το εντοπίσουν έγκαιρα.
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Emos
Emos@moschoul·
@AdonisGeorgiadi Πέθανε στην καρέκλα στα επείγοντα και βρέθηκε την επόμενη μέρα.
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Άδωνις Γεωργιάδης
Άδωνις Γεωργιάδης@AdonisGeorgiadi·
Φαντάζεστε, μόνον φαντάζεστε αυτό να είχε γίνει εδώ; Σήμερα δεν θα ζητούσαν την παραίτηση μου αλλά την εξορία ή την φυλάκιση μου στην καλύτερη περίπτωση. Δυστυχώς όμως προβλήματα έχουν όλα τα συστήματα Υγείας
Daily Mail@DailyMail

Hospital staff thought woman, 24, struggling to breathe was 'overreacting' and spent hour in corridor with oxygen mask 'not connected to anything' before she died, inquest hears trib.al/TTMZlWp

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Emos
Emos@moschoul·
@AdonisGeorgiadi Εχουμε κουραστεί να διαβάζουμε μαλακιες
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