The Echo Chamber podcast

Remember REMEMBER!

0:00
1:40:56
Retroceder 15 segundos
Avanzar 15 segundos

Episode 103 - The Echo Chamber

Remember REMEMBER

’Tis the season of recycled tin. Roaring Kitty’s headband is off, November dates are back in circulation, and we’re trying to figure out what...if anything....it all means.

Magnifishit joins Fitzzzy to talk all things GameStop, from a green week for $GME in a red market to Ryan Cohen’s buying spree and why it stopped. We also take a step back: how would this investment look if you were seeing it with fresh eyes?

Then we dig into the still-forthcoming eBay plan. Debt, financing, buybacks, board seats, a potential partnership.....or building a competitor. What could RC be working on behind the scenes?

Plus, quarter-end investment gains, options flow, the 5Ks, Kitty’s activity timeline, a Melvin Capital throwback, and gaming talk covering GTA 6, Zelda, and PlayStation resale.

Thanks for listening. Follow, subscribe, and let us know what you think.

LFG $GME

Listen on Spotify

Listen on Apple Podcasts

Subscribe on YouTube


TIMESTAMPS

01:00 - Intro / Welcome @TheMagnifishit
06:45 - Kitty’s Headband Change & Taking a Breather
09:45 - The Season of Recycled Tin
12:45 - GME Price Action & Seeing the Bigger Picture
16:15 - Barron’s Headline & Community Drama
21:15 - Ryan Cohen’s Role in GameStop’s Turnaround
24:45 - Q4 Begins / Why Did RC Stop Buying?
26:00 - Debt Exchange, Depop & Board Buying
31:00 - Options Flow / The $15 Calls
37:15 - Call Selling, Chicago Trades & Chart Action
45:00 - eBay CEO Selling vs. GameStop Insider Buying
46:15 - Quarter-End eBay Gains & Bitcoin
49:00 - Financing the eBay Deal / Debt, Equity & Credit Ratings
01:00:00 - Kitty Tinfoil / Cat Day, TIME & Date Math
01:05:30 - The 5Ks & Ryan Cohen’s Posts
01:07:30 - Break / Melvin Capital Clip
01:14:30 - Shop GameStop / GTA 6, Zelda & PS5 Resale
01:19:00 - eBay Earnings, Buybacks & Acquisition Questions
01:22:15 - Board Seats & the Shareholder Meeting
01:24:15 - An eBay Competitor? / Collectibles & Partnerships
01:27:00 - Earnings Timing & Upcoming Cycles
01:32:45 - Back to Kitty / The Hack & Restoring His Profile
01:36:45 - GameStop’s Business & Capital Allocation
01:38:45 - Final Thoughts & Wrap-Up

Otros episodios de "The Echo Chamber"