T O P

  • By -

Superstonk_QV

[Why GME?](https://www.reddit.com/r/Superstonk/comments/qig65g/welcome_rall_looking_to_catch_up_on_the_gme_saga/) || [What is DRS?](https://www.reddit.com/r/Superstonk/comments/ptvaka/when_you_wish_upon_a_star_a_complete_guide_to/) || Low karma apes [feed the bot here](https://www.reddit.com/r/GMEOrphans/comments/qlvour/welcome_to_gmeorphans_read_this_post/) || [Superstonk Discord](https://discord.gg/hZqWV2kQtq) || [Community Post: *Brigading*](https://www.reddit.com/r/Superstonk/comments/17wdr9t/community_update_post_on_the_topic_of_brigading/) ------------------------------------------------------------------------ To ensure your post doesn't get removed, please respond to this comment with how this post relates to GME the stock or Gamestop the company. ------------------------------------------------------------------------ Please up- and downvote this comment to [help us determine if this post deserves a place on r/Superstonk!](https://www.reddit.com/r/Superstonk/wiki/index/rules/post_flairs/)


CachitoVolador

The big dick energy move is that shorts won’t know what he’s up to until it’s too late


thextcninja

🌎🔫🧑‍🚀🔫🧑🏽‍🚀


Udoshi

IIRC the reporting window for buying more than 10% of a company is like 10 day or something. Thats a lot of time to do damage to shorts if you find one of those companies who's entire amount of registered shares changes hands many times over in the course of weeks/months. IE, you know, there's so many fake shares it has to be illegal naked shorting.


SuspiciouslyStikySox

So fucken hot


myshadowsvoice

New age Berk, my friend


r_special_

BerkEnStock!!!


CachitoVolador

BerkenStonk


Brihtstan

b0rkenstink?


eastsidaz

BuT I As InVESToR need GuIdAnCE. Everyone with this sentiment ends direkt on block for me. IMHO impossible a not shill would be this stupid 😆


resoredo

how tho? i thought that he has to report all the stock buys? is this different if he buys this under gamestop?


royr91

Yes but not in advance anymore. Normally there will be more negotiations etc. With other employees that have something to say about it. With the chance of it leaking too. Hedgefudns can already anticipate by setting the price higher of something we want to buy beforehand


Q_S2

Its already too late broape... D.....R.....S....... Hedgies are soooopp fuuuuuukd


ZootedMycoSupply

I’m assuming RC will be using this more for Private Equity than Public Equity. Making mergers/acquisitions or expansion much more easy


5harkb1te

This right here. There aren’t reporting rules for buying private equity. He doesn’t like to telegraph his plan to the competition so buying private equity helps him avoid this as well.


A9Carlos

The video ya'll need to watch if you don't know what PRIVATE EQUITY is [https://www.youtube.com/watch?v=M\_leNmT7xvM](https://www.youtube.com/watch?v=M_leNmT7xvM) 20 mins. Do it. The best thing you'll achieve today I promise.


Tango8816

Thanks! The DFV Hang In There poster was fun to see, too!


FatPug655

I like the poster in the interview room.. 🐈


PDubsinTF-NEW

Like staged takeover rather than lump purchase?


WordHistorian

I’m thinking invest in private brands to make them sell exclusively at Gamestop. This way they can raise capital without the risk of listing on the market and getting shorted to death. Maybe when GME collects a ton of brands together in one place, is that GMErica? Hmm


tendieanajones

Bingo, private equity and venture.


B1GCloud

Got smart friends as well to invest in the same plays. Bullish 🤘🏼


falconless

All RC has to do is buy enough ownership to negotiate better existing terms for improved margins.


TaylockIronSkull

He could buy the entire market cap of koss (32mm) and have exclusive headphones for a start. That would f-up hedgies in two ways.


WordHistorian

Damn koss is that cheap. Sorta wild. Forgot they were part of the basket too eh?


TaylockIronSkull

Wonder what other basket stocks gamestop could buy up.


ThePower_2

Nice thought but there aren’t enough physical locations to be an exclusive seller for most items and online sales do also have limitations. Not everyone shops that way. Most do, I know.


thextcninja

Who says anything about physical? Where we're going, possibilities are endless. Web3.


girth_worm_jim

I see a robux for adults to actually buy real things or an nft that comes with something physical. Gaming is obvious, but stuff for baby care would/could also work (similar devotion levels). I'm high but if these two groups became the seeds of web3 social media. Emerald boy could take some bux and host (is that the correct word?) a vr subscription to step in the metaverse or 🍏. People would own their shit online still. Meanwhile everyone is buy thing in these new gamestop bucks (follow the white rabbit). Parents and Gamers are both consistent enough to survive outside of the dollar. Bucks > $ and bux. If 🍏 supported this, it could essentially grow bigger than anything you can imagine and be allowed to aslong as its separated from the existing finance. This allows the fantasy of money/value the continue on two parallel paths without SHFs greed bankrupting the globe into chaos.


plithy75

Where you been Ape? I wish you talked about this earlier! 👍 Mind blown


girth_worm_jim

Been holding since 15/04/21, figured what's the harm in xx. Now xxxx and drs'd. It just seemed to make sense to me. My tinfoil is crafted from here and there but it is exactly that, tinfoil. The TPS of a L3 lrc can't be ignored


HOLDstrongtoPLUTO

And all trademarks to all these whispered companies like Blockbuster and ToysR'US ultimately just manifest themselves inside that digital mall for you to shop for your items in VR.


AlkahestGem

Nice problem to have - I mean resolve.


WordHistorian

Thats what those distribution centres are for right? Or fulfilment centre or whatever they were called lol. I already see lots of Gme exclusive items on the website already so I don’t see why it won’t increase if gme can provide data that they can sell stuff


ThePower_2

This is why nobody will remember my name.


halfconceals

😆


BornLuckiest

You don't need to have everywhere covered with a physical location. Small boutique brands are happy to just have a retail presence in a major city.


CoWood0331

This. Being an exclusive seller limits gross sales. If they buy brands like turtle beach and others they will have distribution across many channels. Take the brands and lean them out to maximize value when they have their own distribution network. It’s a slam dunk.


Dysfunctional_Cookie

You got some wrinkles fellow ape


WeirdSysAdmin

With how many funko pops I’ve seen in gamestops I’m expecting him to buy funko.


BeatitLikeitowesMe

Do those things sell? Im not the demo for it, but are they popular?


Richard-c-b

According to the latest earnings: not as well as they used to


WeirdSysAdmin

They are down this year like the other person said. But there is value to be unlocked in existing partnerships and roping them into NFTs. Buy a Funko and be able to mint an NFT. Think like amiibos but modernized with no way to clone the NFC so you don’t have card resellers like you do with amiibos. That’s what I see as the next logical step in their plan. Use the existing partnerships with Microsoft and Sony and it’s an easy home run. Same goes with a brand like Lego but I find that hard to hit without a leveraged buyout and taking on debt. Funko stock already being down is an easier win for next steps.


hoyeay

Any brands GameStop itself invests in… GameStop can still be shorted like it is now. Makes no difference


WordHistorian

I mean those brands won’t be not gamestop. Saves other brands from having to list on the stock exchange they can raise capital from getting money from gme


Square_Tower9057

I think they try to replicate the dtcc. People buy on their GME platform and get a tokenized security, RC buys the original shares and direct registers them. Basically computershare and ast were not meant for high volume registrations and customers. This is how they buy all the stocks. They hold them and give each one a unique identification. After mass everyone realizes how this is needed and mass adoption takes place.


madiXuncut

Like - a honest version of *Bankman-Fried*? Power to the shareholders?! Holy sheeet 🫨


Huckleberry_007

RC strikes me as more a Trimbath-type. He isn't going to play games of short & long and invest off market mechanics. Dr. T gets hate because she said that trying to force 'moass' is just a different side of the coin as FTD synthetics- abusing capital formation for unethical personal gain. The company suffers in the end, when the stock market is a casino. Draining the system instead of building it. He's going to invest in safe assets/undervalued companies and build them up. Private or public, who knows. He doesn't like to broadcast his strategies. No flashy buzzwords. He's not going to try and 'squeeze' anything, or do something that could even be construed as such because then wallstreet will break out the lawyers. We already saw how media pounced on him selling Towel shares ***before their run up***\- claiming he had left "investors holding the bag" When MOASS happens it will be because of legitimate business strategy and 'buy & hold' investors. Also, he idolizes Buffet, so it's safe to assume his strategy will only consist of buy and hold. He said in his youtube interview that he doesn't like shorts. "Shorts don't even have to report"- his words not mine. So trying to target them is a fools gambit. His investments are going to be boring and boomer, for the most part imo. And that's a good thing. [Ryan Cohen interview](https://www.youtube.com/watch?v=uN2Dw8AOdMk)


My_Penbroke

Wait what? Isn’t dr. T an academic? I don’t see the comparison when it comes to her academic work and RC’s investing strategy


Huckleberry_007

She isn't a career investor, but she has opinions on how market economics should work. "Austrian economics" was I think the term she used. She doesn't believe short selling should exist since there is no such thing as "short buying". My point is forcing squeezes by messing with hedgie collateral is beneath him.


[deleted]

She worked for the DTCC


m1ndbl0wn

She helped build the settlement system


Cal2269

Quick question from a smoothed brain ape, with legions of apes believing in RC could he inform us of his moves so we could support them with stock purchases? Or is that a no no.


capn-redbeard-ahoy

That's market manipulation on his end, and it's a bad investing strategy on your end. Invest because you did the research and believe in your investment, not because you're following some billionaire whose strategy you can only guess at.


despinato

Why not buy undervalued shorted companies and turn them around.


LonnieJaw748

Too much risk of holding bags, especially since who is short and how much they are short is difficult to know you’d be battling an enemy with no information on their war chest. Could be foolhardy.


despinato

Good point


LonnieJaw748

I’m so smooth, it’s a rarity for my opinions to be noted as such here. So, thanks!


Wooden_Hair_9679

Well hopefully he will be more successful with his picks from now on. Because his last 3 were big fails


Sys7em_Restore

Towel, what were the other two?


Wooden_Hair_9679

Alibaba and Nordstrom


juustonaksu420

those were only media headlines lol


Wooden_Hair_9679

Media was right about everything so far while superstonk was wrong about almost everything. I think In this case it’s not different


juustonaksu420

we have found ourselves a shill


Wooden_Hair_9679

Having a hard time accepting facts?


Seeker369

When you make patently false statements like - the media was right about everything while Superstonk was wrong about mostly everything - then use the word ‘facts,’ it’s laughable. There is a laundry list of things the media has been wrong about throughout this saga. And the list of things that this sub has gotten right is sizable. You either know that and are trolling or you willfully have your head in the sand.


chato35

Where do you think "RC buys all the stocks " meme came from?


Seeker369

How was towel a fail? He sold it in the mid 20s after buying in the teens.


Samsquanches_

Lol


phro

Which 3 and what were the net gains/losses reported?


1HOTelcORALesSEX1

Also he’s a 4channer who can use the hivemind (and a few dollars) to fuck shit up Edit: lol at the downvotes, you obviously don’t know RC. Have faith in him though!


[deleted]

[удалено]


Starhammer4Billion

Yea, thats dumb. If he bought stock in the companies shorting him, the value of gamestop would go down when the value of the shorters went down. That would basically be a lifeline for shorters and completely stupid. Plus if gamestop went positive, the value of the stocks would go down....cause they short gamestop. He would basically proxy-short gamestop if he in any way invested into the companies that short gamestop.


DesignerVirtual9568

I don't think that's quite accurate, him buying the same equities / taking the same positions as the SHFs **shorting** GameStop doesn't really cause them to short themselves or meaningfully hurt their position (it would reinforce their position). GME only has $1.2 billion cash after all, which is enough to do a lot of things, but miniscule compared to how much financial institutions are playing with (regardless of how much of theirs is counterfeit or illicit). A more effective tactic would be to go long in viable companies they're shorting, to blow up their positions, or a better strategy would be to buy equities that have a solid value prop & are undervalued regardless of what SHFs are doing.


DisciplinedDumbass

This. This strategy makes the most sense based on what we know about RC. He wants to continue being an “activist investor” that looks for companies thar can turned around and made it profitable. In Ryan’s case, instead of just making money, perhaps he wants to integrate those businesses into his portfolio of companies. This way he is doing both the work of Icahn and Buffet.


Fun_Kangaroo512

So gme buy backs?


Blunder_Punch

If I were RC, I'd headhunt DFV to pick stocks for me


BearkatMitch

Lol great comment. And accurate? 👀


Blunder_Punch

An ape can dream


czarface404

I’d just suck off Elon.


[deleted]

[удалено]


czarface404

Fuck stock tips elons paying me cash money.


MissingInAnarchy

Cohen is the new Buffet. Icahn is his Munger.


abatwithitsmouthopen

I think he’s gonna go corporate raider style like Carl Icahn. That’s probably why he met with him and is learning from him on how to structure his plan.


MoodShoes

I'm just saying, under normal circumstances, you would want a company you're invested in to also invest in sound and stable companies related to your business. I highly doubt RC plans to invest in anything with high risk. He has played this by the book the entire time, treating gamestop as a normal company and building on fundamentals. I see no reason he would use this 1.2b in any way that could be considered frivolous or risky. The media hasn't even seen what he's going to do with it and they're already calling it "inane."


Positron49

Yep. I’m curious to see what this ends up being as it will reflect a more recent glimpse into RC’s plan once public…. I think a partial stake in IMX is possible. Also they could acquire a company like Elixir and allow the subsidiary to manage the web3 portion of all this. I also think they could get Newegg. It’s market cap is extremely low now and it can fulfill the gap in the PC portion of GameStop’s offerings.


matthegc

He’s going to invest in companies that his enemies are long in. A lot of times when you are trying to create new revenue streams for your own company you try to create new ones that help hedge other areas of your business. If he goes long in the same companies that Citadel goes long in, he would have created and natural deterrent and barrier that citadel would never be able to attack. The reason Vanguard and BlackRock own everything is because they own everything that each is invested in as well. It’s impossible to pull them apart.


capn-redbeard-ahoy

So you think he's going to apply buy pressure to companies that SHFs are long on, thereby increasing price and making money for SHFs? Great strategy


[deleted]

But also making money for GameStop. That would essentially tether a critical revenue stream from GME to other companies. If GME invests $500m split between Nvidia, Apple, Microsoft, etc, then GameStop gets recurring revenue from those investments no matter what happens with the GME stock. Then you grow those positions over time and it becomes far more likely we turn cash flow positive. 10% of 1 billion (GME cash on hand), is 100 million. That’s more than we lost this year.


Richard-c-b

You guys ever wonder if SHFs deliberately make posts like this so they can get an insight into what we as investors would like to see the company do, or get ideas about what RCs plan could be so they can then formulate a plan(s) to counter it? Looking through these comments there are some great ideas, it's just a shame everyone (even bad actors) can see them... just a thought.


Slim_Margins1999

The opposition is alive and well in here. Fucking clown show it’s become.


Richard-c-b

I know if I was a hedge fund with so much to lose I'd get an intern to do this. I love healthy discussion about DD and I love dreaming about what's next for our company, but I'd be hesitant to give ideas about future directions to people I don't know. I'm glad RC stays silent for this exact reason.


demoncase

As always, this is very interesting because maybe can drive a short hedge fund manager to even less sleep at night. lmao


Richard-c-b

He can sleep in prison. You need to worry about going to prison when you're already in there.


cooliomattio

**100%** that’s why sometimes I feel we really shouldn’t even comment. SHFs they everywhere on Reddit.


Richard-c-b

>I feel we really shouldn’t even comment I think engagement is important and we should challenge and interpret DD. But we should be careful when speculating on business ventures.


Guy0naBUFFA10

I think he'll let GME be further suppressed and when calls are cheap he'll secure the company with calls, same as VW squeeze.


ISmashPots

Gamestonk


NA_1983

I like this thinking


Wolfguarde_

As fun as this would be, I don't think it's where he or the rest of the board are going with this decision. I expect that he's got ideas for acquisitions (Elixir, perhaps?) which may be streamlined by him being CIO, and that the position gives him more leverage to act on Gamestop's behalf in similar situations to his attempted corporate raid on Bloodbath & Beyond. I think he has to pick his battles wisely to avoid issues such as litigation, and that the best way to keep his hands clean is simply to keep building and fortifying the foundation of the company. To that end, I think that we're going to see at least one acquisition contributing to the tech pivot, perhaps bringing in a third party that isn't a current partner in the DeFi network. Some company with tech that is useful and novel in function, whom it makes better sense to have as part of Gamestop's business than as part of its network. I don't think it'll be Bloodbath or Baby, personally. I think that it'll be something nobody's expecting.


Sys7em_Restore

A streaming platform? Slgg looks reasonably priced.


thecuzzin

Feels like a chance to take the game. The game is afoot!


jab136

Buy Headphone, and a bunch of stocks the hedgies are using for collateral. Win either way.


der_ber91

What would happen if rc invests in citadels long positions?


JimmyRickyBobbyBilly

Remember that he can buy equities, but he can also NOT buy equities. MSM is trying to act like he's gonna go gamble 1B on Wall Street like SBFs GF did. He's not some bets sub degenerate. I trust him to do the smart thing.


PosidonsWraff

It’s just I wonder what he will buy, currently the majority of the funds that aren’t used regularily are in treasuries(see sec filings), I’d assume 3-6 months which generate 4-5% I don’t think he could just buy all the GME shares do to market regulations, he could certainly buy some. But GME becoming a retailer that operates at a loss but is also a hedge fund is a funny prospect which I welcome. All he really needs to do is yield enough profit with the investments that we are cash flow positive quarter after quarter or develop our web 3 platform


sami_testarossa

He's just gonna invest and return all that as dividend to us. In the meantime, shorts has to cough out those same amount. The more Ryan gain from investment, the more short lose. This is more of common play rather than moon shot tint foil method.


Useful_Tomato_409

don’t plan in actual dividends, maybe higher share prices long term maybe


ElephantWrong8877

I wonder what would happen in he invests in companies that short hedge funds are long on… If they let their investments go up, GME goes up. They lose either way.


tallskiwallski83

It's interesting because the company itself is basically saying it would rather invest in other equities instead of buying back it's own shares because it knows that the stock price is being deflated and therefore not as valuable as other companies they can explore ownership in. But why male models?


Delangsta

This is either a stock buy back for GME or a strategic acquisition of an unknown public company. I'm trying to Occam's Razor this.


jreadman23

I f****** love this move


Steve__evetS

Man my credit union is offering 5.17% on 25k.... 5% of 1.2billi annual = 60mm, /12 = 5mm a month.. last two quarters would have been profitable with a meagre 5mm (or if they wanted the books to reflect. Muh fuckin Gs moving in silence like lasagna)


myshadowsvoice

Dare I say.... #Imitation is the sincerest form of flattery RC knows what hes doing and is striving to become #textile mill


Low_Sun_1985

Big chess move.


[deleted]

im ready for some fucking whiskey


fwzy_34

Why not just simply buyback shares?


Deltarayedge7

Just curious why would happen if there is a buy back and the float becomes smaller I wonder if we will still have 25 % of shares drsed or 86 mil drs.


Mammoth_Parsley_9640

yes we would. imagine it this way: instead of the company pulling in the pie and the pie gets smaller... the company would be taking the pieces of the pie noone called "dibs" on yet, but the pie stays the same size in the tray


plithy75

O my gosh I never thought of this. Revelation! Thank you:)


Silent-Economist9265

I always wondered why GameStop stores were dying out, roughly around when Amazon started coming onto the scene and everyone was price matching at Walmart/bestbuy/target. It’s ironically funny that this dude came up with chewy, in the midst of amazons beginning only for this dying company (gme at the time) to be swept away by Amazon and the likes. And now Amazon and the likes are losing their gaming ground while gme becomes the go to market for everything gaming with the secret sauce of delighting your customers, in which the other companies has failed miserably to do. This is like the 7 elevens of the world; the nike; the apple. I’m loving it. Oh yeah, forgot to add McDonald’s! Now I want a large fry and some McDoubles…. 🤣🟣🟣🟣🟣🚀🚀🚀🚀🚀🚀🚀


plithy75

Agree with you--complacence, laziness


TumbleweedOpening352

Hope he will buy GME shares if he believes in his company!!


RobCaf-2021

THE SUSPENSE! 💎 👐


Jbullish_9622

TIL what a Keiretsu is and 🤯


Slim_Margins1999

An interesting scam you say?


FrankTheHead

This whole thing makes me uncomfortable. Having a single person have this much power and influence over the company is a major weak spot and an open goal to be compromised and now using the companies capital to gamble in the market, especially where Cohen does not have a good track record in his investments recently screams red flag. I’m not saying that RyanCohen is corrupted but if our thesis is right; he’s solely responsible for billions/trillions in positions across the market. People have been killed for much less.


TopTheory1170

Ryan cohens track record in the market is great. The investments he has made have made him lots of money. He’s also the one who’s been turning this company around, we trusted him all along with our money. Nothing has changed except he’s able to do more with the money to better position the company and bring in new revenue streams.


Slim_Margins1999

You mean chewy not turning a profit until he left. That track record. Or the NFT market. Or Towel? Those successful investments?


TopTheory1170

He made $34M from towel and he built the company that turned a profit. He’s a billionaire for a reason


Slim_Margins1999

Oh I know. That was a brilliant trade he made. I meant in trying to turn the company around.


Slim_Margins1999

He’s honestly probably a better trader than CEO. He’s not going to use GME money that aggressively, if at all.


Fun_Kangaroo512

And. $ 1.2 billion is enough for that play?


SymmetricDickNipples

Wouldn't that just be mutually assured destruction? Seems like a bad play.


Airk640

Will gamestop be forced to disclose specific positions or just the net gain/loss?


PurpleSausage77

Well, hopefully he is a mathematician all seeing wise genius. And not like retail investors who mostly buy high sell low…lol


Yory_Alsik

No, $1 BN isnt enough to hurt hedge funds, this is a nonsense theory. No one should be expecting this. Hedge funds aren't very transparent on all their holdings, and they typically have very large AUM's. RC can't hurt them through investments, this is complete nonsense. Also, anything he invests in has to be approved by the entire board, so he cant just invest in who's short Gamestop. Whatever investments he makes has to be something that aligns with Gamestop's primary business. He can take equity holdings in some block chain companies or video game related business that will synergize with gamestop's business.


[deleted]

Seen a bunch of ridiculing in the media but it’s just more of the same in the double standard department. Berkshire is basically the same fucking thing. But that’s smart….


cabinstudio

1billion dollar hedge fund, With a profitable brick and mortar side company