Reddit Posts
Updated GME EBAY Merger DCF - Ryan Cohen's Vision to Achieving EBAY's 40% EBIT Margin
ELI5: How does GME, with $10B in assets and $4B debt, buy Ebay, a company trading at $50B?
Ryan Cohen just tryin to buy EBAY at his first LBO meeting at JP Morgan
Have not seen one mention about $EBAY and it was and still is free money all month.
Buy shares and then sell covered calls during this market. Is that a bad idea?
Assuming tariffs are here to stay: what is the ZM or PTON of a tariff economy?
Three German Brothers stole Ebay and they sold for millions back to Ebay - PUTS on EBAY
Improving TastyTrade's P50 metric - with Stop Losses and Time Limits!
BEWARE when trading options on EBAY, NVDA or any other div paying stock.. ignored ex-divs in the past and ended up subsidizing Citadel :(
2023-05-01 Wrinkle Brain Plays - In the style of Bob Ross
More market share losses ahead for eBay - Morgan Stanley (NASDAQ:EBAY)
Highly Anticipated Earnings 2/21-2/24 🚨 Some big names for the week - $COIN $NVDA $BABA $LCID $MRNA $EBAY
$CVNA, I know it will squeeze but I am very optimistic about a MASSIVE squeeze to come.
Fewer Stocks Are More??? - My Ideas About Picking Stocks - Am I Wrong?
Cosmos Group is listed with Meta and Ebay as Stocks Vying for the Trillion-Dollar Payoff in Digital Ownership (COSG, META, EBAY)
FedEx lowers expectations FedEx: the canary in the coal mine
TBLT: Shitty financials but do I swap stocks?
Predictions for this weeks earnings?
The Chernin Group-Led Consortium to Acquire $263 Million in Funko
Musk registers three holding companies, or integrates Tesla and SpaceX. Is this good for their stock?
Is Cramer trying to tell us something about this weeks earnings?
If it's good enough to screenshot, it's good enough to sell. I'm glad I sold too. As it stands if I haven't, it looks like I'm about to be royally f'd.
Thoughts on these plays for this week’s earnings?
Thoughts on these plays for this week’s earnings?
eBay Inc. (NASDAQ:EBAY) Shares Could Be 43% Below Their Intrinsic Value Estimate. What do you retards think about this?
The Moby F——- Dicks have joined the chat.* $EBAY
EBAY. All my wife's boyfriend's xmas presents were bough on EBAY.
PayPal: Outlook Constructive amid the recent pullback
My first move of the year - Yolo Puts on EBAY and ETSY for 2022?
Hey guys, this summer I got in to stocks and the first stocks I bought were (EBAY, AMZN, PAYPAL) Amazon and PayPal immediately went down but I didn’t really care because most of my money was in eBay. Recently eBay got up to the highest it’s ever been so I decided to sell getting a nice 26% return!
Hey guys I just sold my first stock. this summer I bought of EBAY and at first it went up like 10% and then for the past months it’s really been stagnating, skyrocketing and then way back to the bottom but I noticed that it had gotten the highest it had ever been so I sold and got a nice 26% return.
Another Friday another 0dte. $EBAY 1170% Gainz in just about an hour.
In case you aren’t aware, starting next year. If you transact $600 or more, your payment processor (Bank, PayPal, Venmo, Exchange) will be required to report it to the IRS. This is gonna hurt $EBAY and $ETSY because they are mostly small businesses. Heads up and prepare if you need to.
How Not To Get Destroyed By Earning Play
EBAY CHART TECHNICALS AND VALUE AT RISK METRICS COULD SEE THE STOCK GOING TO $64
$WISH Diamond Hand DD & why it's still a Buy
$POWW Fucking ammo motherfucker. They practically print money.
One record-breaking stock can rally another 140%, chart suggests
EBAY has a fundamental profile that should not be overlooked
Who is ready to jump on rocketship called $HMBL? Blockchain sleeping GIANT!
What Elon Musk's Asperger's comment could mean for the business world
How to get Rich with $INO... or $CLOV... or $ASTS
This seems like a way bigger deal and would negatively effect $EBAY and $ETSY
Mentions
This subs gonna have a meltdown when they end up getting EBAY
We're still in the hardware stage of the AI build-out right now. The major customers of chipmakers and the memory makers are the big social media and internet companies who've signed multi-year contracts for hundreds of billions. I don't think there will be any measurable downside to CapX investment in NA manufacturing sites to their revenues or profit. There's line of sight to revenues through 2027. That's different from ATHM or EBAY or YHOO in 99. Yahoo had a market cap of 28B and a PE of 1785 on revenues of 61M and losses (no profit). The profitability was the problem there. There's no problem with profit now.
I have all that and also AAPL. EBAY , AAPL and MSFT has been great investments!!
Yeah, it's called losing my ass on other investments lmao For the record, the 5 stocks I bought were MSFT, WMT, AMZN, EBAY and KO. My dad told me to invest in what I personally used or enjoyed. Thanks for the advice, dad!
Yup they trying to buy EBAY! It's up like 2000% from the start.
Step 1: Acquire majority stake in ADTX Step2: Become CEO of ADTX Step3: Use position in ADTX to buy EBAY. Half stock, half cash. Details on the website. We’ll see what happens!
He talked about buying a company that's large and if EBAY is not his baby, he may try to buy back his old baby. Chewy is expected to continue producing $350m+ of FCF for years to come while AI companies burn billions at exorbitant values. I'll take profitable over full valued and risky anyday. I'm all in for now.
Do yall think SPCX will try to buy EBAY?
RKLB is currently worth $68b and has never made a cent of profit. For reference, it is worth more than TGT (Target), AFL (Aflac), F (Ford), O (Realty Income), VST (Vistra), EBAY (eBay); and many many more. I tried to list more commonly known names. All of these companies have accomplished a LOT more than RKLB ever has financially. RKLB certainly has potential to generate more profits than those companies in the future. But "space economy" isn't exactly a concrete industry, and there are many unknowns and uncertainties. So you're dealing with a fairly high risk/reward ratio there. These types of stocks can have very wild swings because nobody is buying the stock at elevated share prices because they believe they are buying at fair value, it's purely momentum and greater fool theory.
Can't even afford EBAY because game stock sucks! Lol!
EBAY and NFLX looking around like... Wait, there is a crash? What crash? 😂
I'd wait to see how the 2.5 billion shares dilution optionality plays out. Yes, their earnings are amazing this quarter and the turnaround story is real, but the timing of overextending their balance sheet and diluting to acquire all-time-high EBAY is really, really bad. Given GameStop finances they could've waited out EBAY's spike and made the offer at a much more reasonable price.
Some company that's investing in EBAY. Bullish.
I wonder if they’ll keep dropping it even after they buy EBAY
could've misheard but i think MRVL ceo just said they're going to acquire EBAY
it'd be funny as fuck if game store keeps dumping and EBAY ends up buying them out pennies on the dollar
Those cultists are all still glazing this retarded idea as some sort of a genius play and still asking people to buy the stock and direct register it. I mean, how retarded can one get? Even if I believed in this, why would I not buy EBAY stock directly given that it is lower than the offer of $125/share. Those cultists have no sense, complete retards.
EBAY. You can buy them for half cash half stock. 🥂
its hilarious watching the apes hate EBAY for literally no reason other than the gamestore CEO making a complete moron of himself ebay is up 60% for the year and at ATHs Meanwhile gamestop has to close every store + dilute apes to survive
So whatever happend to apestonk after their CEO pretended to buy EBAY? Was that just a huge troll move? LOL
>Why are people complicating the markets so much, everyone’s talking about rocket lab, and sleeping on Microsoft with hundreds of billions booked revenue, for example. The simple answer is your return can be far greater finding the "next one" rather than investing in the already achieved "top ones". Also, your post seems to imply there is a binary option of either "more established growth" OR "high risk/high reward". But in reality many individual investors have a mix. It's the same with "growth" versus "income - at some point in life, you will trade down some of the former for the latter. I own many of the long time megacaps because as you said, I do believe they will continue to outpace SP500 - MSFT AMZN GOOGL to name a few. But I also owned NVDA and AVGO (and AMZN) long before they were top 10, or even top 100, so that portion of my portfolio blew away my more conservative VOO/QQQM holdings. Let's say you picked 15 up and coming stocks with big potential. Well if one of them really knocks it out of the park, it will cover the full losses of the other 14 and give you more. And as you can see there are many outcomes that can get you ahead - 4 winners, 5 flat and 6 duds etc. Imagine you put $10k into 10 dot com companies during the bubble. The biggest names at the time were AMZN EBAY YHOO. I'll just say the other 7 went bust because with the returns you got from AMZN and EBAY (which you would have also have gotten PYPL shares from spinoff) would have FAR outweighted any losses. You could at most lose $70k on those 7. But AMZN alone would be worth over $2.5m.
Shoulda bought EBAY when the grifter started pumping it up with fake buyout plans.
so wen **G**a**ME-EBAY**
Buyer might be the Guy trying to acquire EBAY
EBAY green in this sea of blood. chump chewy has grabby hands. ebay smacketh away. may make another greedy fukt ogle the goodies.
EBAY calls bc RC is regarded even beyond anyone ive seen in this sub and he's actively shooting himself in the foot
He must be drunk and getting his old $BBBY confused with $EBAY!
? They literally can. You apes DO know majority of EBAY holders aren't "retail", right? They're not gonna fall for your garbage CEO's offer
Oh, did reality hurt your feelings? Should we go fetch your mummy, little boy? Well, here is more reality for you: Cohen is a zero-skill, worthless bellend who keeps falling upwards thanks to random events way outside of his control. He is overpaid even at zero, and EBAY management are absolutely doing the right thing by telling him to sod off.
If Ryan Cohen is a dumbass....should have just financed the acquisition of EBAY with four easy payments on Klarna.
"[EBay Inc.](https://archive.is/o/rsC6e/https://www.bloomberg.com/quote/EBAY:US) rejected a $56 billion takeover offer from [GameStop Corp.](https://archive.is/o/rsC6e/https://www.bloomberg.com/quote/GME:US)Chief Executive Officer Ryan Cohen, calling the unsolicited bid “neither credible nor attractive” in a [letter](https://archive.is/o/rsC6e/https://www.bloomberg.com/news/terminal/TEX540OW0PAA) from Chairman Paul Pressler on Tuesday. Gamestop couldn’t immediately be reached for comment. The rejection potentially sets up a proxy fight to replace eBay’s board with one favorable to a GameStop deal. Cohen last week offered $125 a share — consisting of 50% cash and 50% GameStop stock — to eBay shareholders, a 20% premium to the stock price the previous Friday’s close. GameStop’s market value is about $10 billion, less than a fourth the value of eBay. The company plans to borrow $20 billion to help finance the acquisition. Cohen pledged to find $2 billion in cost savings within 12 months of the deal closing and suggested that eBay CEO Jamie Iannone’s spending on marketing has been wasteful. Many investors are skeptical that Cohen can get the deal down because he hasn’t fully explained how he’d pay for the acquisition. EBay’s online marketplace has 136 million users who spend about $80 billion a year on the platform. The company’s 2025 revenue totaled $11.6 billion, mostly from commissions. It also sells advertising and makes money processing payments. GameStop operates about 2,200 retail stores in the US, France and Australia after shuttering 227 locations last year. The retailer generated $3.6 billion in revenue in the 12-month period ending January 31, mostly from the sale of gaming hardware and collectibles. In his takeover bid, Cohen said GameStop’s 1,600 US stores could be used to authenticate collectibles sold on eBay as well as shipping centers for goods sold on the e-commerce platform."
Ryan cohen is such a sinister person and all the EBAY board and past/present CEOs are nothing but saints and are doing such a great job of accumulating shares In their company and not milking it for all it’s worth! Goooooooo hedge funds!!!
EBAY fucking flat.. people getting so handled on it so far.
Same, but it also told me to buy EBAY and not GME. Research research research
Remember when people were buying EBAY?
1. Refinance debt 2. Roll it forward 3. ~~??????~~ BUY EBAY WITH BITCOIN! 4. PROFIT
EBAY is probably a good play with little downside and potential upside from competing offers or revisions to current offer i still sold because i didn't want part of that game store shenanigans
The only synergy I can see is GME using EBAY platform and existing clients and sellers to see used and new video games online.
If NVDA buys EBAY then maybe the stock will hit 785 just like AMD (coping hard rn)
Lol...not sure why this deal is even necessary. What would GME buying eBay actually do for GME shareholders? It's not like GME brings anything to the table. Why wouldn't shareholders just buy ebay stock for themselves and call it a day? It's not like you can only buy and hold one stock. You can buy both GME and EBAY.
GME had a 5% stake in EBAY. They came up with the deal EBY price. Increased, GME sold EBAY stock and made a huge profit. No way! They will acquire eBay now.
Shorting EBAY really was free money.
The whole premise on them was they were sitting on a $9.4B cash reserve to deploy strategically and with that they buy EBAY at $125/share when it was sitting at $105. Now its just another debt-ridden company
Either way GME would need to create new shares of its company for the 62.50 part of the deal. That is still 2.5x ........ they use these shares to be given to current EBAY owners.... previous owners still diluted hard.... It's all on the website you cannot offer shares in a 'future entity' you offer shares of the purchasing entity with the knowledge they will own ebay in the future..... Yeas a 100% stock deal would have been a 5x dillution
AMZN will likely buy EBAY. No chance a company with a market cap 1/5 of the acquisition bid is going to buy EBAY.
.. it should be pumping now. Mark my words, this deal is going to tank that other ticker, just watch. I do think EBAY at least stays put, the attention garnered by the deal should do it some good either way.
Deal or not, EBAY calls make sense for the short term pump likely coming. Fomo is a hellova drug
EBAY should be flying.. if this deal comes to nothing....
That’s likely just the fact that both sides the discussion don’t like each other at all and RC was defensive. Let’s see how the interview with Charlie Payne goes what they have a better relationship. As a shareholder of GME I’m still not sure if this transaction will be good for us. On the surface the equity component sounds structurally dilutive and like this will benefit EBAY shareholders more than GME. Also I’ve got a gut feeling GME will dump a lot making the deal untenable unless RC can structure this in a way that does the share trade as a combination of options and shares but that requires a lot of work so I’m not sure why EBay would take that. Still. GameStop retail + EBay online auctions and second hand + PSA collectibles would be an insane combo that would truly be throwing very significant punches against Amazon in the consumer space with a massive moat. I’d love to be holding that combined entity I’m just concerned it may be very dilutive to early shareholders
Its very strange to me that people don't understand this. Dilution of what? Shares will just be combined based on existing value with debt adding more value to the existing GME equity holders, while existing EBAY equity gets some cash in lieu. There's nothing unusual going on here merger wise, and the combo makes sense.
It sure looks like he's just pumping his EBAY shares. Looks like a good time to short EBAY.
He was high all day and he was high when he offered to buy EBAY for the specific amount.
A deal "only a banker could love" comes to mind. From what I can tell it sounds like $8BB cash GameStop already has on hand, $20BB of financing from TD, and then (somehow) $28BB of GameStop stock. That last part I have no way of understanding. $8BB of the current $11BB of market cap GameStop currently has is their on hand cash which is already spoken for in the deal. It sounds like the idea is that EBAY shareholders accept fractional ownership of $3BB worth of GameStop as if it were worth $28BB. The gap between the outlined financing on the deal and reality is massive.
EBAY calls good idea????
Selling EBAY calls looks like free money.
Their SEC filings call it dilution. The rest of the financial world calls it dilution. Sure there are positive characteristics from that dilution, but it's still dilution (and a lot more coming if this deal goes through). Also I don't get why apes get excited for dilution. What has Cohen done positively besides close stores and fleece apes to increase cash? He got into NFTs too late. The marketplace failed and was a waste. He bought into Bitcoin at all-time-high. Reported a loss of $131.6 million on their most recent 10-K. And now, he is buying into EBAY at all-time-high. Which who knows how that will go. Honorable mention, dilution during the Roaring Kitty stream.
Is selling EBAY calls free money or smth?
I think AMZN would just close EBAY after about a year and migrate all the sellers over to AMZN. Doesn't sound like a far-fetched plan
If that deal goes through, he's gonna dilute the stock to oblivion to come up with the cheddar to buy EBAY.
Gamestop has been acquiring stock in EBAY. it is likely that the stock they have already accumulated will explain the difference in $ amount.
Gamestop has basically turned into a SPAC over the last few years. They basically have given up on their original business model and have been preparing for an acquisition for quite some time. EBAY is a surprising choice because of the cost but gaining access to a very prolific online marketplace makes a lot of sense for gamestop. They would mostly be paying for EBAY's user base, and can then modernize an extremely outdated online interface for whatever purpose they want.
TLDR: CNBC: How does the Math math for the EBAY offer ? Ryan Cohen: I have no idea, I pulled it out of my behind , we will see what happens
WE WILL BUY EBAY ON EBAY WITH EBAY STOCK SELLING THEIR STOCK TO THEMSELVES SO WE OWN THEM It's like Wimp Lo. My face to my foot style. Trained wrong. As a joke.
Yeah it was wild man you should really watch the interview. Like a leveraged buyout would mean its huge huge debt... but like at least then adds up the math to where the money comes from. But everything points to that isn't what he is suggesting. Notably because he admits HE HAS HAD NO CONTACT WITH EBAY ABOUT THIS PRIOR, which makes it hard to believe there was a leveraged buyout plan in the works. And he is already getting phat debt from 20B in cash financing from TD. Also some key comments he makes "we have the ability to issue stock" implies he means GME. IDK man wild just wild and here I thought I just was getting immune to being shocked by this market.
market is really underpricing the chance of EBAY deal going through, imo the chance is pretty high
Pretty straightforward Cohen wants to buy EBay (unsolicited offer), he will need to sell more GME stock to do it. GME stock holders will get a conversion rate in equity, that will be meh, as their equity value relative to the much larger value EBAY is small. The pitch is that somehow GME's brick and mortar stores will provide improved logistics to Ebay and make ebay more profitable, brining up the value of Ebay (owned my GME) in turn increasing capital value for GME investors. The only two things you have to work out are: 1. Do you believe GME assets, infrastructure, and leadership can meaningfully improve Ebays future outlook exceeding cost of aquisition? 2. Do you wish to be part of the debt vehichle to get the aquisition done (GME stock dilution and debt leverage).
Some regards thinking a horse manure company could buy EBAY lmao.
How is EBAY still a thing? Ppl still use that? Thought it went the way of Craig’s list yrs ago.
ryan "rugging champion" cohen can buy EBAY now that he is sufficiently leveraged for his risk tolerance
They better not stop selling gamer girl bath water on EBAY because of this. It’s hard enough to source already
theoretically if game store pumps like crazy from here ryan "rugging champion" cohen won't need to dilute to buy EBAY so maybe he's counting on that
Is it that hard to read the offer? It’s 50% cash and 50% stock. They are proposing to use their $10bn cash and have a letter from TD Securities saying they think they can finance the other $20bn. https://investor.gamestop.com/news-releases/news-details/2026/GameStop-Proposes-to-Acquire-eBay-at-125-00-Per-Share/default.aspx Reality is this is an extreme long shot and is just as likely a way to push up the price of the 5% of EBAY thst GME already owns.
GAMESTOP BUYING EBAY IS AN LBO AND IF THEY DON'T CAUSE IMMENSE GROWTH IT WILL CAUSE THE GRAPH TO GO BACK TO PRECOVID. No bullshit its true, If they do an offering with terms of funds being used for outside of business purposes it will be the first step toward doing so.
Lmao EBAY at 13% AH right now. GS at almost 8%. Wild.
EBAY 115 to 119 over the weekend eh not bad
These assholes ripped off a bunch of children for store credit and bought EBAY with it. Amazing.
It’s time we start talking about EBAY
Do you think the reaction to Hertz earnings will change given the recent GME/EBAY news. I get the shkrt squeeze thesis but it also needs hype
ryan "rugging champmion" cohen already bought 5% of EBAY and is now saying he will buy the company at $125/share 🤔
\*GAMESTOP OFFERING TO BUY EBAY FOR $125 A SHARE: WSJ [](https://x.com/0xDeployer/status/2051074270240088149) $GAY
The ape company acquired EBAY? That wouldn't make me feel confident in either company tbh. What does EBAY gain from this
I am confused of the massive loss of value since the merger announcement (72%). Ive never heard of this. GME announced a POSSIBLE merger with EBAY and it's up 11% after hours.
GME is grasping at straws... Their stock is down -34% over the past 5 years, revenues are down double digit in the latest Q led by their two largest revenue groups ( H/W and S/W). they were originally rumored to be looking at BBY, but that quietly faded. Meanwhile EMAY is z+54% in the last 5 years, GMV is up +14% and revs and Eps are up +20%. This is a CEO Ryan Cohen pipe dream. GME needs a life preserver, but the very last thing EBAY needs is to get tied up with the value distraction at GME.
No way in hell GME would do this deal in cash. it would be a stock for stock deal, but I doubt it would ever happen. EBAY's board and shareholders wouldn't go for it.
I’d like to think EBAY shareholders are smart enough not to let Ryan Cohen fuck up the best thing on earth for aftermarket auto parts. Then I remember that there are gameshit longs in existence.
Is EBAY a good investment?
How does a person with $100,000 buy a property worth $1M ? Loans and collateral. Simply put, GME can borrow money (a.k.a raise capital / debt) pay EBAY and purchase it. They’ll have to repay the borrowed money. Reality is understandably a bit more complex, with a lot of variables, paying in stock, etc. Banks, private equity firms, VCs can provide some capital and the rest can be arranged in a few different ways like stock.
i can't wait for ebay to pre-reject the offer on monday and lose 10% instantly on my small EBAY gamble 🤡🤡🤡
As someone who is long GME agreed. I have full faith in him and he has made some respectable moves as CEO, but current success is because of the retail craze, which he couldn't have planned on. He said he had a plan from the start. Would he have still raised billions $ through ATMs, etc. if he could only get the share price up to $10-15 within his reasonable control? What real value and synergy is there to extract w/ GME + EBAY synergy? He does talk about not being tied to legacy business and I do think he has his head around the modern market as a whole: hiring, tech advancement, geopolitics, etc. while still focusing on actual tangible fundamentals, making money, etc. no head in the clouds "I'm gonna plan around something that scientists don't know for sure is possible yet". I do have faith he has a plan that's not "I can navigate market mechanics while doing nothing and cash out with massive profit".
Are you saying they might've bought calls on EBAY stock? if so, EBAY has gone up the past few months, but i can't imagine that investment being worth more than a billion or so. But what do I know
Look, I like that stock but this feels off to me… AH volume tapered hard, no news from either company, and EBAY seems a bit rich at the moment, not exactly a bargain.
I don't think this is legit. The article never names a source, just says people familiar with the matter... I smell bs. EBAY stock is at all time highs, why would RC buy it? Nothing is adding up.
Both GME $28 and EBAY $117 are pumping.
The new power packs thing they have uses EBAY as its source for pricing on collectable cards.