[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  bad robot [@foxenflask](/creator/twitter/foxenflask) on x 3190 followers Created: 2025-07-15 19:35:58 UTC Some personal takeaways from @ryancohen's second Interview today, with @cvpayne talking about $GME: - I loved that before Ryan even came on, Charles opened the discussion by contrasting the innovation found in emerging companies like @gamestop with the relative stagnation seen among most S&P500 companies. - When asked about GameStop’s future, he encouraged viewers to consider the journey thus far: when he joined, the company had substantial debt and consistent losses(hundreds of millions of dollars per year). Now, GameStop has a robust $9bn+ on the balance sheet, is cash flow positive, and the legacy business is generating gains every single quarter. He basically then asked people to extrapolate the rate of change from when he joined to now, and then apply it to X years into the future(😉), keeping in mind what he can control and what he can't, ie the macro environment. - When asked about the legacy business shifting weight away from video games to collectibles, he expanded on the rationale for moving more aggressively into this sector, describing the metrics/KPIs and long-term industry trends the company examined before making this shift. He stressed the highly profitable nature of this move and how it positively impacts the company’s bottom line. - Ryan underlined for a second or third time that GameStop is delivering profits every single quarter now, without exception. - On Bitcoin: He addressed the decision(again) to buy bitcoin for the balance sheet, the impetus behind the move, and made it clear that GameStop’s success is not hinged on bitcoin nor is it aiming to become a pure bitcoin proxy like MicroStrategy or Metaplanet. - Dividends were brought up and I'm really glad they were. Ryan basically said he would rather let the capital compound and be available to deploy instead of depreciating the current holdings with taxable payouts. His reasoning mirrored Warren Buffett’s decades-old philosophy. I'll insert this quote from Berkshire's 2024 shareholder letter here: "In a very minor way, Berkshire shareholders have participated in the American miracle by foregoing dividends, thereby electing to reinvest rather than consume. Originally, this reinvestment was tiny, almost meaningless, but over time, it mushroomed, reflecting the mixture of a sustained culture of savings, combined with the magic of long-term compounding". - On Capital deployment: Ryan reaffirmed from this morning that any investments or acquisitions would only occur at the right time and more importantly, the right price. He hinted that these opportunities could arise imminently or some time far into the future, but stressed that GameStop is positioned to act decisively when they do present themselves, thanks to its strong capital position. Again, emphasis on valuations. He will not overpay for anything, period. - Convertible notes were brought up again and he described the recent convertible notes as essentially free capital being issued at 0%, characterized by optionality(payable via cash or equity), significant upside for participants, and the flexibility they provide for GameStop’s ongoing business concerns(investment vertical + legacy business). - On Short sellers: While he was openly critical of the short-selling mentality, Ryan expressed respect for the American capital markets and their role in enabling different investment perspectives. He said if his thesis is correct though vs theirs, shorts will eventually have to cover, and says he views this as an ultimate positive for shareholders(hint, stonk go up). He made it clear that short interest does not distract him and that he remains focused on the business. - Lastly, Ryan cautioned those seeking quick profits and said that GameStop is not the investment for you if you want to make a quick buck. He candidly called the broader markets scammy, and I liked that he repeatedly identified himself as a fellow retail investor. He closed by reiterating that if GameStop’s thesis is correct, short sellers will be forced to cover(again, stonk go up). The interview wrapped up on a personal note with Ryan sincerely thanking Charles, highlighting his professionalism and how in touch he is with the real world, especially when contrasted with Sorkin's crew from this morning, who pander to the elites/top X% and are completely disconnected from retail investors and the issues that face our capital markets every single day. Sorkin and crew literally execute the hit jobs that Charles briefly mentioned in the interview, conducted by short sellers that use the media at their will to lie about good American companies after they have opened short positions on them. Overall, I thought the interview was direct, transparent, and I personally felt Ryan emphasize long-term thinking, prudent management, and a strong commitment to GameStop and its shareholders. Power to the People. Power to the Players 🦾 XXXXXX engagements  **Related Topics** [gme](/topic/gme) [sp500](/topic/sp500) [robot](/topic/robot) [$gme](/topic/$gme) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/foxenflask/status/1945205719957168585)
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bad robot @foxenflask on x 3190 followers
Created: 2025-07-15 19:35:58 UTC
Some personal takeaways from @ryancohen's second Interview today, with @cvpayne talking about $GME:
I loved that before Ryan even came on, Charles opened the discussion by contrasting the innovation found in emerging companies like @gamestop with the relative stagnation seen among most S&P500 companies.
When asked about GameStop’s future, he encouraged viewers to consider the journey thus far: when he joined, the company had substantial debt and consistent losses(hundreds of millions of dollars per year). Now, GameStop has a robust $9bn+ on the balance sheet, is cash flow positive, and the legacy business is generating gains every single quarter. He basically then asked people to extrapolate the rate of change from when he joined to now, and then apply it to X years into the future(😉), keeping in mind what he can control and what he can't, ie the macro environment.
When asked about the legacy business shifting weight away from video games to collectibles, he expanded on the rationale for moving more aggressively into this sector, describing the metrics/KPIs and long-term industry trends the company examined before making this shift. He stressed the highly profitable nature of this move and how it positively impacts the company’s bottom line.
Ryan underlined for a second or third time that GameStop is delivering profits every single quarter now, without exception.
On Bitcoin: He addressed the decision(again) to buy bitcoin for the balance sheet, the impetus behind the move, and made it clear that GameStop’s success is not hinged on bitcoin nor is it aiming to become a pure bitcoin proxy like MicroStrategy or Metaplanet.
Dividends were brought up and I'm really glad they were. Ryan basically said he would rather let the capital compound and be available to deploy instead of depreciating the current holdings with taxable payouts. His reasoning mirrored Warren Buffett’s decades-old philosophy. I'll insert this quote from Berkshire's 2024 shareholder letter here: "In a very minor way, Berkshire shareholders have participated in the American miracle by foregoing dividends, thereby electing to reinvest rather than consume. Originally, this reinvestment was tiny, almost meaningless, but over time, it mushroomed, reflecting the mixture of a sustained culture of savings, combined with the magic of long-term compounding".
On Capital deployment: Ryan reaffirmed from this morning that any investments or acquisitions would only occur at the right time and more importantly, the right price. He hinted that these opportunities could arise imminently or some time far into the future, but stressed that GameStop is positioned to act decisively when they do present themselves, thanks to its strong capital position. Again, emphasis on valuations. He will not overpay for anything, period.
Convertible notes were brought up again and he described the recent convertible notes as essentially free capital being issued at 0%, characterized by optionality(payable via cash or equity), significant upside for participants, and the flexibility they provide for GameStop’s ongoing business concerns(investment vertical + legacy business).
On Short sellers: While he was openly critical of the short-selling mentality, Ryan expressed respect for the American capital markets and their role in enabling different investment perspectives. He said if his thesis is correct though vs theirs, shorts will eventually have to cover, and says he views this as an ultimate positive for shareholders(hint, stonk go up). He made it clear that short interest does not distract him and that he remains focused on the business.
Lastly, Ryan cautioned those seeking quick profits and said that GameStop is not the investment for you if you want to make a quick buck. He candidly called the broader markets scammy, and I liked that he repeatedly identified himself as a fellow retail investor. He closed by reiterating that if GameStop’s thesis is correct, short sellers will be forced to cover(again, stonk go up).
The interview wrapped up on a personal note with Ryan sincerely thanking Charles, highlighting his professionalism and how in touch he is with the real world, especially when contrasted with Sorkin's crew from this morning, who pander to the elites/top X% and are completely disconnected from retail investors and the issues that face our capital markets every single day. Sorkin and crew literally execute the hit jobs that Charles briefly mentioned in the interview, conducted by short sellers that use the media at their will to lie about good American companies after they have opened short positions on them. Overall, I thought the interview was direct, transparent, and I personally felt Ryan emphasize long-term thinking, prudent management, and a strong commitment to GameStop and its shareholders.
Power to the People. Power to the Players 🦾
XXXXXX engagements
Related Topics gme sp500 robot $gme stocks consumer cyclical stocks bitcoin treasuries