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展望未来，我有一些想法想和大家分享。

商业律师 3 回答

Hey everyone, So, after that 13D filing today, I've been wondering why Ryan Cohen moved all those shares from his company to his personal account. I wanted to dig into similar situations in the past to see if we could get a hint of what might be coming for GameStop. I looked at moves by Elon Musk, Michael Dell, Carl Icahn, Patrick Byrne, and Warren Buffett. Here's what I found: * **Elon Musk:** Did this before the Tesla/SolarCity merger and again before selling shares to buy Twitter. * **Michael Dell:** Did it before taking Dell private and before the EMC merger. * **Carl Icahn:** Moved shares to launch a big shakeup at Herbalife. * **Patrick Byrne:** Did it before stepping down from Overstock and diving into crypto. * **Warren Buffett:** Consolidated his shares to take control of Berkshire Hathaway. **What did they DO after moving the shares and WHY?** * **Musk:** Merged Tesla with SolarCity and later sold shares for the Twitter deal. * **Dell:** Took Dell private to restructure and then merged with EMC to show commitment and simplify things. * **Icahn:** Restructured Herbalife. * **Byrne:** Left Overstock to invest in crypto. * **Buffett:** Took over Berkshire and shifted its focus. **How LONG did it take them to act?** * **Musk:** Weeks to months. * **Dell:** Six to nine months. * **Icahn:** Less than a year. * **Byrne:** A few months. * **Buffett:** Three to six months. **What does this mean for GameStop?** Based on these past situations, here are some possibilities: * **Cohen might buy more GameStop stock:** He might want to increase his stake. Given he has taken on the CEO role and Larry Cheng's comments, it would appear more likely he adds to the position. * **Cohen could take GameStop private:** It might be necessary for long-term growth, partnering with investors. We shareholders would need to approve it, and usually, offers like this are 20-30% above the current stock price, with a potential dividend. * **GameStop could merge with or acquire another company:** With its cash and a potentially friendlier M&A environment, GameStop might be looking to buy a profitable company to boost growth. * **Cohen might be planning a big strategy shift:** Similar to Buffett, he might be pivoting GameStop's core business. **In short:** Big CEOs often move shares before major company moves. This could mean adding to their position, going private, mergers, or overhauls. Sometimes, it means selling shares or stepping down. Given GameStop's cash and Cohen's commitment, it seems likely we'll see some big changes in the next year, likely within 3-6 months, which should be good for shareholders.

#13D申报 #公司合并 #私有化 #股票收购 #股东批准

回答次数 (3)

LoneEagle

# 3

One correction. I see this frequently on these threads. For a buyout, the acquiring party doesn't pay a premium on cash. You don't buy cash-- you pay a premium on the valuation of the core business.

A buyout would be incredibly negative for shareholders as that 20-30% premium would only cover the core business that is about $13/sh. That means whoever buys GME would be doing so at 15-17/share. I say this in hope that we can not promote this as a good thing.

I like him buying more shares and acquiring other businesses. But selling the company at these premium levels (forward PE of nearly 200) would not be good for retail.

拒

拒绝交友

# 2

I don't think there's a realistic possibility of GME going private. Why? Simply because this would be a nonsensical move in light of Cohen's actions, in particular the share offerings, over the last year.

Yes, GameStop raised capital via share offerings and now sits on 4.6B+ USD. However, these offerings were completed at prices significantly lower than those we're currently trading at, in particular if you consider that GameStop would have to pay a hefty premium to shareholders on top of the current price (in OP's example, this was >25% above trading price). So why sell shares into the market only to buy them back *at a higher price* a few months later? This would only make sense if we see a significant drop in share prices, back towards 10 USD territory, where GameStop could essentially buy itself with the cash at hand.

King2

# 1

yo, it just hit me, berkshire is also an insurance company.. we've all been speculating on why berkshire stock price doubled since the sneeze, and assumed that it has something to do with collateral on swaps, plus check the volume over the past 5 years, it started going up somewhere around february-march (sneeze time), then it collapsed last year on around may 4th

what I am thinking is that they engaged in some sort of a swap deal with berkshire and the colateral were berkshire stock, so they have to keep the stock up accordingly to balance their shit box. Now at some point someone on their side figured that the volume went up so tremendously from trading the same stock between them selves and started diverting the volume through the dark pools, off the markets, the same what they've been doing with many big name companies in order to artificially inflate their value and prop up their books, just check the volume on all those companies over the all time graph. Now in order GME to explode, berkshire price has to start falling hard, but it's imposibile because they can just lie on their dark pool data, saying that the majority was buying order with price increase.

The stock market is rigged in such a way that only, and only, external factors can shred the light on all this illegal activities

I am ded, I'm gonna go buy a piece of land, away from the world and leave off what I grow..