Gamestop Corp.

PBPatrick Boyle2d ago

BEAR$GME

"GME's $56B unsolicited bid for EBAY looks like poorly structured empire-building—non-binding “highly confident” debt, stock funding requiring unissued/unauthorized shares, and a proxy/financing argument that doesn’t clearly hold up—so this bid is likely more self-serving than shareholder value-accretive."

JCJoseph Carlson After Hours6d ago

BEAR$GME

"GME is a questionable deal candidate here because the $56B eBay acquisition math is presented as implausible (a large cash gap), and the speaker argues GameStop’s recent net income is driven largely by interest on its cash balance rather than operating turnaround skill."

IUInvestors Underground7d ago

BULL$GME

"GME’s after-hours bid talk about eBay keeps the upside alive, with Ryan Cohen’s incentives raising the odds of a creative takeover/combination scenario—though it could quickly fail if the plan collapses."