2012.04.05 16:54 Wake up, Dickheads! It's time for Faust!
2013.11.24 07:46 loves_being_that_guy The Letter K
2021.01.24 07:00 WackyH TheLetterEth
2024.06.09 00:24 askkristin How to Write the Credit Perfect Dispute Letter
2024.06.08 22:51 Solrawitch Having to go full parallel with yet another meta
2024.06.08 21:29 disiradosti172 Master post o Europskim izborima
Prokastiniram ovaj post vec mjesec dana. Malo ce biti kaoticno, jer mi se iskreno ne da. Ako vidite typo, ne, ne vidite typo. submitted by disiradosti172 to croatia [link] [comments] Ako se nekome ne cita o ovome, evo vam strip Moč Evrope o EU. Nije na hrvatskom, ali vjerujem u vase osnovno razumijevanje slovenscine. Good luck! Ili pogledajte Kurzgesagt videe Is the European Union worth it or should we end it? & Is the EU Democratic? Does Your Vote Matter? Krenimo s ovime: Ako ima neki zakon, regulaciju ili kaj vec koji ja nisam spomenula, mozete poprilicno jednostavno pogledati kako su zastupnici proslog saziva glasali. Ima i ova stranica - https://howtheyvote.eu/votes - ali kad sam usporedivala tu stranicu i sluzbene podatke sam naisla na dvije greske, tako da bi bilo dobro da pogledate sluzbenu stranicu iako je puno kompliciranija za koristenje. Morate znati barem broj zakona, znaci naci tocni zakon koji vas zanima - pogledati kad je izglasan (prve dvije tocke bi bile dosta jednostavne na ovoj howtheyvote stranici) - otici na sluzbenu stranicu - dolje desno imate kalendar, nadite datum glasanja - na desnoj stranici imate "roll call votes" gumbic - na listi nadite stvar koja vas zanima, klinite na +
E, ekipa koja ima sezonske alergije - jeste li znali da upravo klimatska kriza doprinosi duljoj i intenzivnijoj sezoni alergija? Vise razine ugljicnog dioksida povecavaju razinu peludi i snagu peludi. Fun!!! Talk is cheap, ali zato ovdje mozete vidjeti tko ima najbolji track record glasanja sto se tice klimatske krize. WWF ima rang listu politickih skupina i nacionalnih stranaka u EU-u na temelju evidencije glasovanja o zakonodavstvu o klimi, prirodi i oneciscenju: Are your representatives Protectors, Procrastinators, or Prehistoric thinkers? Stay Grounded je napravio sveobuhvatnu analizu manifesta svih deset stranaka na europskoj razini. Ova analiza usredotocuje se na njihovu predanost reformi zrakoplovnih politika, s ciljem da se ocijeni njihova spremnost za prijelaz na odrziviji i pravedniji okvir mobilnosti.
Parlamentarne skupine koje podržavaju federalisti: https://preview.redd.it/3pyt8y62oc5d1.jpg?width=2000&format=pjpg&auto=webp&s=152170660fcb1c777cc4db1ba096c56ef72b0bec Kako su grupacije glasale u vezi nekih tema koje su nam svima bitne? Here we go: (grafike su preuzete od The Left, stranke koja nije aktivna u RH. I European Greens (grupacija u kojoj je Mozemo i u kojoj ce mozda biti Gen Z) imaju slicne grafike ali sam uzela od The Left da ne bude kmecanja.) Roll Call vote result on the resolution as a whole on the inclusion of the right to abortion in the EU Charter of Fundamental Rights voted on 11/04/2024 BTW. Europski parlament prozvao Hrvatsku, proglaseni smo zemljom koja postavlja prepreke pravu na siguran abortus Roll Call Vote result on AM 3 rejecting the European Semester for economic policy coordination 2024 voted on the 27/03/2024 Nasi zastupnici i europska grupacija kojoj pripadaju: S&D (Progresivni savez socijalista i demokrata): SDP - Borzan, Jerkovic, Matic, Picula EPP (Europska pucka stranka / demokrscanski ): HDZ - Zovko, Sokol, Ressler, Glavak Renew (Obnovimo Europu): IDS - Fleko NI (nezavisni): Zivi zid - Sincic, Nezavisni - Kolakusic ECR (Europski konzervativci i reformisti): HRAST - Ilcic Kako su do sad glasali? Par po meni zanimljivih glasanja gdje vidite kakve ljude smo stavili u EU parlament. I molim bez nekih gluposti poput "a kAj Ja zNaM zAkAj sU gLaSaLi pRoTiV, mOzDa su iMaLi DoBaR rAzLoG". Linkani su svi zakoni, svi roll call votes, citajte i vidite kakve osobe saljemo u EU parlament.
Ako vas zanima sto grupacije govore u programima - u/180250 je napravio odlican post koji sadrzi par videa o tome sto svaka grupacija zastupa. Sto kazu nase stranke? Ovaj N1 clanak ima sazetak programa najvecih stranaka. SDP je kao za radnicku klasu, ali kad idu glasati to zaborave. Imali su par dobrih istupa sto se tice prava potrosaca. Najavljuje da ce provesti Europski plan priustivog stanovanja s pripadajucim investicijama, kao i Strategiju EU-a za borbu protiv beskucništva. Također i da “velike korporacije i ultrabogati pojedinci moraju platiti svoj pošteni udio Europi, i to putem učinkovitih poreza na korporacije i kapital najbogatijih pojedinaca” (koga ovi zajebavaju, glasali su protiv takvih stvari). Spominju i borbu protiv korupcije jacanjem EPPO-a i OLAF-a. HDZ lize dupe EPP-u. Oni zele jacu demokraciju (HAHAHAHAHAH), ravnomjerni regionalni razvoj RH (ko ce im reci da je to do sad bio njihov posao?), prosirenje EU, RH kao prometno i energetsko cvoriste i slicne fore. Mozemo je vjeran svojoj grupaciji, zele jako puno ulaganja u zelenu tranziciju i gradnju industrije, veca radnicka prava, zele da zene imaju pravo na dostupan i besplatan pobacaj u svim zemljama EU-a i da svi imaju pristup priustivim lijekovima i medicinskim postupcima, bolje zeljeznice i javni prijevoz, zele uspostaviti Europski fond za prirodne katastrofe i prosiriti europsku zracnu flotu za gasenje pozara, zele da europski porez na ekstraprofit postane trajan. DP se protivi svemu sto Europska Unija predstavlja, ali netko od njih ce veoma rado tamo sjediti i dobivati mjesecnu placu od 10000€ i srati po tome kako se EU treba unistiti. "U Europskom parlamentu borit ćemo se za povratak ovlasti nacionalnim državama." Most se isto protivi Europskoj uniji, kaze da se protivi nametanju"ideologije" kroz razne inicijative, dokumente i zakone s europske razine ali istovremeno bi nametali krscansku ideologiju i povijesni revizionizam. “Mi trebamo u EU imati zajednički vrijednosni okvir, ne trebamo se sramiti svojih korijena, svoje kršćanske baštine, želimo da ona uđe u temeljne osnivačke ugovore EU kako bi se upravo na tim izvorima stvarale zajedničke politike i da bi naši ljudi mogli živjeti bolje”. Kako bi ga ismijali da pocne pricati takve gluposti u EP-u. Gen Z lista Nine Skocak zalaze se ulaganjem u izgradju javnih stanova (izgradnja zasebnog fonda) te regulacija velikih investicija u stanove, prosireni Erasmus+ program s vecim stipendijama, za moderne zeljeznicke sustave, regulaciju digitalnog prostora (ukljucujuci AI) i zastitu privatnosti, zelenu tranziciju (ukljucujuci nuklearnu energiju). |
2024.06.08 21:11 sparklwei help me finding this song pleaaseeee
2024.06.08 20:57 Ok_Team5576 Italy visa process from VFS global Mumbai
2024.06.08 20:50 Lilfundip1111 I miss my brother when I'm drunk
2024.06.08 20:29 Incognito_Ninjav2 How do I know if aftermarket parts are street legal in a state?
2024.06.08 20:10 secretfinaccount Letter Requesting More Info to Process Return but Refund Already Issued
2024.06.08 18:38 littlelulumcd So Tell Me Everything Is Not About Speak Now, But What If It Is? Album Cover and Album Prologue
Well, well, well! That was quite the mash up on N1 in Scotland 👀 submitted by littlelulumcd to GaylorSwift [link] [comments] I had something else queued up to write next but after that performance, I knew I had to come back to this series! BTW, If you didn't know that I'm writing a series about Speak Now, and you want to find my other posts, you can click on my name to find them. In my last post, I realize that i got ahead of myself because I said I’d be doing a song analysis next, but I actually want to talk about the album cover and prologue first. Disclaimer#1: A lot of what I’m going to write about is what I think happened, not what I’m saying 100% happened. I’m happy to hear other interpretations or if you disagree, that is fine too! Disclaimer #2: Taylor is an unreliable narrator. That has been established in many different ways, in many different contexts, and with many different examples. If you think something couldn’t have happened because of something Taylor said about an album, or song, I urge you to go back and read the first sentence from this disclaimer. Disclaimer #3: I have adhd so I’m very likely going to make spelling/grammar mistakes - please accept my apology is advance for that. And for my overuse of commas.(My apology as well for all the additional context my adhd is going to give you in parentheses throughout this post). Disclaimer #4: I decided not to venture into the ethics of creating public narratives about public people and then packaging that up for your fans to eat up like Taylor likes to do. There is a time and a place for that conversation, but the focus on my Speak Now writing is about might have happened. I also have a hard time having sympathy for John Mayer or Jake Gyllenhaal who agreed to the appearance of dating a much younger woman - which is gross and should not be normalized. Did she cross a line at times - like with Joe Jonas’s ex - maybe, but she was 18-20 when she did this and had no idea where things would end up with her easter eggs. Plus if she felt cornered by her label and the music industry, I have sympathy for that. At some point, my posts are going to be nothing but disclaimers lmao. Album front and back cover Front cover Back cover The first thing that stands out to me is the yellow dress of it all. If Speak Now is the album that started her forced closeting, then the appearance of the yellow dress (when Fearless had yellow themes), is…interesting. Fun fact: But I’m a Cheerleader (the movie that a lot of people think introduced the concept of yellow as a closeting color to Taylor) was released in 1999. Fun fact that I’m introducing for no reason whatsoever 👀: The episode of Mad Men that uses the term “lavender haze” aired on October 19, 2008 Purple has a long history in the queer and lesbian community. The most obvious being lavender which is not the purple on the cover. Fun colour fact: There is a lavender purple. According to this article, the designer for the original Speak Now dress describes it as a “strapless violet ballgown” 👀 Violet is often associated with lesbians Violets have been associated with lesbian love since the 6th century, thanks to the work of the greek poet Saphho, from the isle of Lesbos. Much of her poetry centered around the relationships and love between women, who she often described as wearing garlands of the flowers and other plants.The bisexual.) flag also uses purple The pink color represents sexual attraction to the same sex only (gay and lesbian). The blue represents sexual attraction to the opposite sex only (straight) and the resultant overlap color purple represents sexual attraction to both sexes (bi).Yet another fun colour fact: red and blue (which makes purple when mixed together) were the colour choices for Taylor’s next albums after Speak Now Album Prologue https://preview.redd.it/opv4qw13jd5d1.jpg?width=1022&format=pjpg&auto=webp&s=3cc9b8173a9be55ed7dd2e8dcc29c8fc9dea9c98 When I first looked at the prologue artwork I thought it looked like a pride flag, but then I realized that it’s missing purple. Taylor being dressed in purple on the cover then finishes the pride flag. Maybe this is the first example of Taylor literally flagging what she really felt. The way I approached the album prologue and subsequent song analysis is to look at the text without taking into account the romantic nature of the songs that Taylor tells us is there. Like I said at the beginning of the post, Taylor is an unreliable narrator and her public narratives have for a lot of people, become such a part of analyzing her work. I’ve bolded what I want to emphasize. Back then, Taylor did not speak her truth. Like Laura Dern says in the Bejeweled mv “Speak Not!” and I think that line is in that video for a reason because that is what Taylor did during this time. I really hope she takes the chance to speak her truth now. Speak now or forever hold your peace, the words said by preachers at the end of wedding ceremonies all over the world, right before the rows. It's a last chance for protest, a moment that makes everyone's heart race, and a moment I've always been strangely fascinated by. So many fantasize about bursting into a church, saying what they'd kept inside for years like in the movie. In real life, it rarely happens.Ouch ouch ouch. Looking at these words today, knowing what happened post Speak Now hurts. I can’t imagine then what it feels like to Taylor - especially when she revisited this album and everything else that might have happened during the rerecording process. Real life is a funny thing, you know. In real life, saying the right thing at the right moment is beyond crucial. So crucial, in fact, that most of us start to hesitate, for fear of saying the wrong thing at the wrong time. But lately what I’ve begun to fear more than that is letting the moment pass without saying anything.The pain continues lol. But besides that, she doesn’t assign gender to her first love (while in the sentence before making reference to a boy whose heart she broke). I think is Scott B. is the mean man and the someone who made her world dark for a while What catches my attention most of all is “the girl who stole something of mine." Without the public narrative of BTR, that line can be read very differently. It could potentially tie to Dear John and an older woman - which isn’t my read on the song, but my interpretation isn’t the truth. Especially when some people think Dear John and ATW have connections. It can also be read as the girl stealing her heart. Which is what I thought as soon as I read that line. What stops a lot of other people from seeing the line as possibly queer, is that they feel they already know what Taylor is talking about. So they don’t actually read what she writes. They rely on public stories to do their analysis. These songs are made up of words I didn't say when the moment was right in front of me. These songs are open letters. Each is written with a specific person in mind, telling them what I meant to tell them in person. To the beautiful boy whose heart I broke in December. To my first love who I never thought would be my first heartbreak. To my band. To a mean man I used to be afraid of. To someone who made my world very dark for a while. To a girl who stole something of mine. To someone I forgive for what he said in front of the whole world.The first line, I take as directed at Scott B and in this case, it’s not something that Taylor said to him, I think she is writing about what was said to her by Scott B. The second line I bolded is what I believe encompasses so much from the Speak Now era. Taylor wanted to tell her truth, she planned to tell her truth, but then never got the chance. And I think she is haunted by that choice. We hear that over and over again throughout Taylor’s discography, especially since folklore. Personally, I have spent a lot of time hating myself for the choices I made when I was young - which isn’t fair, I know, I’m in therapy lol - and given how much bigger in a lot of ways, Taylor’s choices were at this age, I can see why she might be struggling with self loathing as well. Words can break someone into a million pieces, but they can also put them back together. I hope you use yours for good, because the only words you'll regret more than the ones left unsaid are the ones you use to intentionally hurt someone.I mentioned in last SN post that I think the concept for the OG Karma album started with Speak Now. The first line I highlighted makes me hope that she has also been planning a tell book on what she’s endured through the music industry since Speak Now as well. I mentioned this in a comment recently, in the LWYMMD mv, when she supposedly mocks Kim K by saying she’s “keeping receipts”, I want to believe that is a warning to Scott B/Scootethe music industry. And it also feels like she’s saying she knows she can’t speak now, so she is going to wait for her turn, even if that isn’t what she wanted to do or hoped to do. So say it to them. Or say it to yourself in the mirror. say it in a letter you'll never send or in a book millions might read someday. I think you deserve to look back on your life without a chorus of resounding voices saying I could’ve, but it's too late now.If Taylor has been planning to come out at various points from Speak Now onwards, I do not believe she will give that plan up even with all the roadblocks and pain along the way. I just can’t see a world where she will lets everyone who kept her in the closet get away with that. I’ve shared this quote before when I’ve written about Taylor, but it definitely fits here too. Taylor said this in 2022 at the Tribeca Festival, and I feel like it was a warning to those who think they've won. And also think that Taylor will stay in the closet forever, or won’t Speak Now about what has happened to her People greatly underestimate me on how much I’ll inconvenience myself to prove a point if I think I'm right. |
2024.06.08 18:37 Born_Chemical_6971 Employee Garnishment wrongly served
2024.06.08 18:22 Ryac_ Drove 5 hours today to pick this up - 152 LD's - Pioneer DVL909 and receiver VSA E06
submitted by Ryac_ to LaserDisc [link] [comments] |
2024.06.08 14:02 alleybetwixt This Week In KPOP - June 8, 2024
Votes | Thread | Comments |
---|---|---|
(+296) | Megathread 9: HYBE vs. ADOR - Shareholders' Meeting recap, Min Hee Jin Press Conference pt.2, and More | 6561 comments |
# | Votes | Thread | Comments |
---|---|---|---|
1 | (+851) | Happy 14th Anniversary to SISTAR! | 17 comments |
2 | (+491) | Happy 7th Anniversary to Chungha! | 7 comments |
3 | (+120) | Happy 3rd anniversary to MINIMANI! | 3 comments |
4 | (+114) | Happy 4th solo anniversary to BTOB Seo Eunkwang! | 1 comments |
5 | (+107) | Happy 14th Anniversary to HYOLYN! | 2 comments |
6 | (+101) | Happy 17th anniversary to FTISLAND! | 7 comments |
# | Votes | Thread | Comments |
---|---|---|---|
1 | (+175) | aespa Karina (with ITZY Yeji) - Armageddon (Dance Challenge) (240606) | 4 comments |
2 | (+162) | aespa KARINA & GISELLE (with NewJeans MINJI & HAERIN) - Armageddon (Dance Challenge) (240608) | 22 comments |
3 | (+117) | NewJeans Danielle & Hanni (with aespa Ningning & Winter) - How Sweet (Dance Challenge) (240608) | 20 comments |
4 | (+72) | aespa Winter (with NMIXX Sullyoon) - Armageddon (Dance Challenge) (240605) | 0 comments |
5 | (+69) | XG Juria (with WayV Xiaojun & Yangyang) - Woke Up (Dance Challenge) (240607) | 2 comments |
# | Votes | Thread | Comments |
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1 | (+447) | Where Are They Now (8 years later) - Produce 101 (Season 1): A Status Update on I.O.I members in 2024 | 72 comments |
2 | (+351) | Throwback: TAEYANG released "EYES, NOSE, LIPS" this week in 2014 | 34 comments |
3 | (+36) | JTBC Girls On Fire - Episode 8 (Post-Episode Discussion + Preliminary Ranking + Playoffs Round 1 Performances + 4th Elimination) (240604) | 66 comments |
4 | (+32) | /kpop Top Ten Tuesdays Results: VIVIZ (2024) | 16 comments |
5 | (+21) | What Are You Listening To? - June 05, 2024 | 6 comments |
6 | (+20) | JTBC Girls On Fire - Episode 1 | 2 comments |
7 | (+16) | Weekly Discussion (Jun 3, 2024 – Jun 9, 2024) | 1 comments |
Date | Performances | Discussion Thread | Winner |
---|---|---|---|
20240601 | Music Core | Thread | aespa |
20240602 | Inkigayo | No Broadcast. | No Winner. |
20240604 | The Show | Thread | ATEEZ |
20240605 | Show Champion | Thread | aespa |
20240606 | M!Countdown | Thread | aespa |
20240607 | Music Bank | Thread | ATEEZ |
Day | Artist | Album Title | Type | Music Video | Streaming |
---|---|---|---|---|---|
1st | Big Ocean | BLOW | digital single | BLOW | Spotify / Apple Music |
2nd | Bat Apt. | Bat Apt. | debut compilation full-length album | BAT APT. / Life of… / La-ga-da-di-do | Spotify / Apple Music |
Nahee | Ending | full-length album | Honesty (prod. LAZY) / Ending (prod. LAZY) | Spotify / Apple Music | |
3rd | W24 | Memory Making Moment | mini album | Celestial Night | Spotify / Apple Music |
AKMU | LOVE EPISODE | mini album | Hero | Spotify / Apple Music | |
BADVILLAIN | OVERSTEP | debut single album | BADVILLAIN | Spotify / Apple Music | |
Kep1er | Kep1going On | full-length album | Shooting Star | Spotify / Apple Music | |
WayV (NCT) | Give Me That | mini album | Give Me That (Korean Ver.) / Give Me That | Spotify / Apple Music | |
Xdinary Heroes | Open ♭eta v6.1 | 2024 Xperiment Project single | Boy Comics | Spotify / Apple Music | |
4th | I:MOND | WE ARE GRAVITY | debut digital single | Slippery | Spotify / Apple Music |
Yein (Lovelyz) | I will be your spring | digital single | I will be your spring | Spotify / Apple Music | |
5th | CRAVITY | SHOW OFF | Japanese single album | SHOW OFF | Spotify / Apple Music |
NCT DREAM | Moonlight | Japanese single album | Moonlight | Spotify / Apple Music | |
SPIA | Deeeep | digital single | Deeeep | Spotify / Apple Music | |
ATEEZ, Don Diablo | WORK Pt.2 | remix single | WORK Pt.2 | Spotify / Apple Music / YouTube Music | |
ANODE | iMaGiNe #1 | English digital single | Trouble (Eng Ver.) | Spotify / Apple Music | |
Han Seungwoo (VICTON) | SCENE | single album | Blooming | Spotify / Apple Music | |
TWS | hey! hey! | pre-release single | hey! hey! | Spotify / Apple Music | |
High Tension | Gonna Be Alright | digital single | Gonna Be Alright | ||
6th | Won (I1IT) | HAPPY WON DAY | digital single | HAPPY WON DAY | Spotify / Apple Music |
Woosoo (ex-SEVENUS) | It′s all about me | mini album | Flower / In the mirror (ITM) | Spotify / Apple Music | |
GHOST9 | Awesome day | digital single | Awesome day | Spotify / Apple Music | |
Nicole (KARA) | 5!6!7!8! | digital single | 5!6!7!8! | Spotify / Apple Music | |
7th | DPR IAN | SAINT | mini album | SAINT | Spotify / Apple Music |
Jungkook (BTS) | Never Let Go | digital single | Never Let Go | Spotify / Apple Music | |
ONE PACT | PARADOXX | single album | FXX OFF | Spotify / Apple Music |
2024.06.08 12:13 pyrofromtf2real What's the most intense K-pop song starting with the letter L.
2024.06.08 09:29 Shoobledob Please add this big games
2024.06.08 09:14 KookachuSeagull_07 What's the Sexiest K-pop song that starts with letter 'W'?
2024.06.08 07:54 catbulliesdog Disprove This CounterDD - The Zookeeper Theory - Judge Him By his Actions
TLDR: Ryan Cohen has now sold or diluted into four straight meme squeezes, shutting them down just before, or on, the Friday OPEX they were set to explode. He's also failed to earn appropriate interest on the cash pile for multiple years in a row. submitted by catbulliesdog to GME [link] [comments] I know this post won't be popular or well received, but we've always tried to be a community focused on DD, even if it was DD we didn't initially like, and after the second straight dilution into a gamma ramp in a month, this is something we need to start looking at. I'm going to cross post this in basically every single GME sub, and I think it will be very informative to see which ones the mods take it down in. That said, I encourage all apes to refute and/or disprove my arguments in the comments, I'll edit the best and most upvoted rebuttals into the main body of this post. I'll address the first issue first - the constant dilution. Since Ryan Cohen was elected Chairman of the Board in June of 2021, Gamestop has issued new shares intentionally three times, and unintentionally once. First was on June 9th, 2021 - the day of the earnings report. This was an issuance of 5 million shares, or 20 million shares post splividend. The company had $770.8 million in cash on hand and had just retired the final $216.4 million of long term debt - this was financed by a previous 3.5/14 million share offering. The company was losing money at this point, but finished closing out its debt and did have a sizable war chest of cash on hand. The stock was trading at a high of $282/$70.50 on Jun 7, hit $344/$86 on Jun 8 and had cascading FTD cycles indicating a run higher. The day the dilution was announced, Friday, Jun 9, the stock opened at $328/$82, and by the following Monday it closed at $211/$52.75. The dilution was announced heading into a Friday, and the squeeze was stopped. The next dilution was apparently unintentional - the stock split via dividend (splividend). The splividend was long awaited by apes as a supposed kill shot on the short hedge funds (SHF). It was announced on July 6, 2022 and occurred on July 22, 2022. Accompanying the splividend was an increase in the size of the GME shelf (shares the company could sell into the market without stockholder votes of approval) to 1 billion shares. However, the stock-as-dividend was issued on July 18th, and trading began on a split adjusted basis on July 22nd. Because these dates were separated by four days, the DTCC was able to instruct brokers to handle this as a regular split, rather than requiring shares to be distributed as a dividend, thus effectively creating an additional 225 million short shares that never had to be borrowed or located. This is the point where we began to see the T+35 FTD cycles time out and lose amplitude. Mike Recupero, then CFO was fired July 7 of 2022, supposedly for messing up the splividend filing in a way that allowed shorts to not only evade consequences, but actually benefit from it. Recupero is now a high level executive at Amazon, if it was a mistake and not on purpose, he sure must interview well. If it wasn't a mistake, you have to ask who gave the order? Next up we have the whole fiasco with the BoBBY stock. This is the point where I began to become suspicious of Cohen, when he fired off an angry letter to the BoBBY board for not communicating with him after he purchased a large stake in the company, all the while he was not, and still has not, communicated with apes, who own a much larger % of GME than he did of BoBBY. Just in my personal experience, every hypocrite of this level I've met has been a deeply self-centered/selfish and untrustworthy person, YMMV. On August 17th, 2022, BoBBY stock went up to a high of $23.08 during an FTD cycle, then on Thursday, August 18th Cohen dumped his entire stake, causing the price to tank to $11.03 on Friday, August 19th, killing the squeeze. The company never recovered and went out of business several months later - in part due to what can only be described as "alleged" executive malfeasance. Cut to May of 2024, the company just had a fully profitable year, but is trading around a price of $10. GME spikes to 80 twice in premarket on Tuesday, the 14th, and on Thursday, May 16th trades in a range of 27.59 to 35.24. Before options strikes were added on both Tuesday and Wednesday the highest strike available that week was $30. There is a huge gamma ramp built up... and on the morning of Friday, May 17th, GME does an out of nowhere 45 million share offering - coincidentally just what Jim Cramer was publicly asking for the day before. The stock trades in a range of $19.70 to $22.41, the gamma ramp and squeeze are killed. Now we're up to today, June 7th, 2024. The stock is squeezing again, there's a huge gamma ramp, shorts are freaking out and begging for a share issuance, GME hits $67 in After Hour trading on June 6th... and out of nowhere, Cohen announces a share offering of 75 million shares pre-market, an amount of shares equal to the amount we've collectively managed to DRS over three years. The stock trades in a range of $48 to $26.12, the gamma ramp and squeeze are killed. Again. There's an old line that you've probably heard before: https://preview.redd.it/slmki97mda5d1.png?width=3840&format=png&auto=webp&s=20c0caf37cf149b0952c92de2ca6c53ea01b0d8d We're looking at, depending how you count here, 3-5 times Cohen has taken direct action with personal sales or share offerings to kill a stock squeeze or gamma ramp, and EVERY SINGLE TIME he's done it its been on a Thursday or Friday to maximize the gain for call sellers and hedge funds and maximize the losses for retail traders and shareholders. Now, we get to the more complex and far more damning evidence: GME's Net Interest Income (NII) over the last few years. It's not where it should be, to the tune of hundreds of millions of dollars of lost revenue. To put all this in context, according to the 8-K filed this morning, GME had, for the 13 weeks ending on May 4, 2024, NII of -14.9million. They also had Cash, Cash Equivalents, and Marketable Securities (CCEM) of $1.083b for that quarter. The 3-month/13 week T-Bill during this time paid 5.25% APY, which would have earned them $14.2m in interest income over that time period. So what the hell did a company with zero long term debt spend $29.1m in interest on over 13 weeks? There's really only two explanations for this: the company is being horrifically bad with financial management, or, more likely, they're not even putting the cash pile into 3 month treasuries. But maybe they really need the liquidity and can't do the week to week rolling treasury plan like Buffet does with his cash pile (you spend 1/13th of your cash on 3 month t-bills every week, so you've always got cash coming up every week, but the 3month is one of the most liquid assets on earth already) then you've still got the option of using a corporate money market account (this is like a checking account for corporations where the account pays the 3 month rate - .5 or 1% or something and just puts the money you give them in 3month tbills) and you'd still earn like 11.5m/q. Look, you remember how GME had a whole bunch of thisclose to profitable earnings Q's last year? Almost all of them would have been profitable if the company had just earned easy peasy interest money on their cash pile. You can make all kinds of arguments for why GameStop hasn't used the billion+ they've generated and sat on via share offerings to make acquisitions or investments. There's literally no reason as to why they're not taking advantage of elevated rates and just earning interest on the money while it's sitting in their accounts. And given that they're not even using the money to collect bare bones interest revenue, there's even less reason for them to collect more of it via additional share offerings. Like, is RC trying to build a money vault to swim in or something? https://preview.redd.it/fpaukvrqda5d1.png?width=500&format=png&auto=webp&s=eaed1c9ab83079b17b950dd7adce942dd229d20f So, the question you're probably asking now is why? And I think the answer lies in Cohen's path to Chewy. RC famously went to, and was rejected by, over 100 Venture Capital Firms when trying to build Chewy. He got funding from one place, Blackrock. Imagine how grateful you'd be to the one group that gave you the money, the chance, that believed in you, to make your dreams come true? To make you rich beyond your wildest dreams? For RC, that group is Blackrock. All that follows is tinfoil fueled speculation: In 2021, the runup wasn't just Roaring Kitty and Wasabi Sub. There were big institutional players on the side of GME too, they didn't care about retail or MOASS or anything like that, they just wanted to burn their Wall Street competitors that were short. And to do that, they needed to get the other Wall Street plants out of the company and put their own guys in. Enter Ryan Cohen. Blackrock wants to burn Citadel as revenge for Tesla, so they use GameStop, and RC does them a solid, and gets to keep the company afterwards as a reward. Then something nobody expected happened, Instinet/Nomura was in default danger, so APEX clearing turned off the buy button, and a million Apes were born. Then something even more unexpected happened, the Apes turned out to be diamond handed badass warriors from hell and responded by turning off the sell button. And we've kept it off for three and a half fucking years. Now, as much as the wall street scum despise each other, they all hate us even more. And they had a problem, the apes were organized, we voted, we were good stockholders, we read the filings. If they tried to just kill GME like they were doing to Movies and BoBBY with plants, we'd vote out their board, and leadership, we'd already proven we could do it once. So Blackrock turned to their boy, Ryan Cohen, and asked him to play zookeeper for the animals. His job would be hard, but it wouldn't take very long, and he could pay himself with cash when the company went down. Again, the apes fucked this plan up, we never got tired, we never got discouraged, and we never sold. In fact, we just kept buying, and pushing the board to do things to burn the shorts. They also knew that apes wouldn't support more dilution of the stock after it got voted down hard with movies. So they came up with the idea of the splividend, ordered Recupero to fuck it up, and rewarded him with a nice promotion over at Amazon afterwards. The splividend was the bait, and the 700 million share shelf left over afterwards was the hook. And that hook has been used twice on us now, to stop explosive upwards movements in the price of the stock. As for Cohen, he just keeps playing zookeeper. Posting meme's, making rare bold statements with no specificity and doing absolutely nothing but running the company in place like a treadmill. No vision, no action, just the promise of tomorrow. The ape gets fed by the zookeeper, gets entertained by the zookeeper, relies on the zookeeper to keep the ape safe. But at the end of they day, even if the ape doesn't know it, the ape is in jail, and the zookeeper is his jailor. Cohen isn't here to kill Gamestop, he's here to kill MOASS, or failing that, to make it as mild as possible. I think that's the real Kansas City Shuffle DFV was warning us about. We think we're thwarting the HF with Cohen, but really we're playing into their hands. I think all the anti-takeover provisions Cohen is putting in place are aimed not at SHF's, but at RoaringKitty, and I think the Babadook quote in the RK tweet thumbnail wasn't aimed at the shorts, it was aimed at Ryan Cohen. Remember, in Watchmen, Ozymandias and Dr. Manhattan were actually opposed to and trying to kill each other. If nothing else, ask yourself this: if Ryan Cohen is trying to build some kind of investment holding company, and he's actively searching for a CIO, why in the name of god is he not courting a guy who already owns the stock, loves the company, and turned $50,000 into hundreds of millions? After this current round of dilution is done (probably finishes between Jun 14-Jun18 based on current volumes and size of offering) I would put the liquidation value of GME at $16-18 depending on how much is raised, and that will be our new floor. There is a T+35 day on the 18th for the May 14th runup, but there is a strong chance those are being closed early with the offering. But its possible the swap rollover volume is so high it doesn't matter. Look, I truly wish I could go to the shareholders meeting next week and try to address some of this myself, but it's too late for me to be able to get away and go down there. So I'll just ask anyone who is going, to do what you can to get some kind of comment on vision for the company, plans for use of raised funds, and a pledge to stop diluting so much. We're way too late to get official shareholder proposals added, but I will absolutely be putting some up next year specifically to stop additional dilution without shareholder approval, demand the board articulate a clear, actionable vision for the company going forward, including specific planned uses of cash reserves. Stay safe out there apes, XXXX holder, CS 00105XXX (yes, I was one of the first 10,000 apes to set up an account there), you're all beautiful, wonderful people. Disprove my thesis. |
2024.06.08 07:50 catbulliesdog Disprove This CounterDD - The Zookeeper Theory - Judge Him By his Actions
TLDR: Ryan Cohen has now sold or diluted into four straight meme squeezes, shutting them down just before, or on, the Friday OPEX they were set to explode. He's also failed to earn appropriate interest on the cash pile for multiple years in a row. submitted by catbulliesdog to GMEJungle [link] [comments] I know this post won't be popular or well received, but we've always tried to be a community focused on DD, even if it was DD we didn't initially like, and after the second straight dilution into a gamma ramp in a month, this is something we need to start looking at. I'm going to cross post this in basically every single GME sub, and I think it will be very informative to see which ones the mods take it down in. That said, I encourage all apes to refute and/or disprove my arguments in the comments, I'll edit the best and most upvoted rebuttals into the main body of this post. I'll address the first issue first - the constant dilution. Since Ryan Cohen was elected Chairman of the Board in June of 2021, Gamestop has issued new shares intentionally three times, and unintentionally once. First was on June 9th, 2021 - the day of the earnings report. This was an issuance of 5 million shares, or 20 million shares post splividend. The company had $770.8 million in cash on hand and had just retired the final $216.4 million of long term debt - this was financed by a previous 3.5/14 million share offering. The company was losing money at this point, but finished closing out its debt and did have a sizable war chest of cash on hand. The stock was trading at a high of $282/$70.50 on Jun 7, hit $344/$86 on Jun 8 and had cascading FTD cycles indicating a run higher. The day the dilution was announced, Friday, Jun 9, the stock opened at $328/$82, and by the following Monday it closed at $211/$52.75. The dilution was announced heading into a Friday, and the squeeze was stopped. The next dilution was apparently unintentional - the stock split via dividend (splividend). The splividend was long awaited by apes as a supposed kill shot on the short hedge funds (SHF). It was announced on July 6, 2022 and occurred on July 22, 2022. Accompanying the splividend was an increase in the size of the GME shelf (shares the company could sell into the market without stockholder votes of approval) to 1 billion shares. However, the stock-as-dividend was issued on July 18th, and trading began on a split adjusted basis on July 22nd. Because these dates were separated by four days, the DTCC was able to instruct brokers to handle this as a regular split, rather than requiring shares to be distributed as a dividend, thus effectively creating an additional 225 million short shares that never had to be borrowed or located. This is the point where we began to see the T+35 FTD cycles time out and lose amplitude. Mike Recupero, then CFO was fired July 7 of 2022, supposedly for messing up the splividend filing in a way that allowed shorts to not only evade consequences, but actually benefit from it. Recupero is now a high level executive at Amazon, if it was a mistake and not on purpose, he sure must interview well. If it wasn't a mistake, you have to ask who gave the order? Next up we have the whole fiasco with the BoBBY stock. This is the point where I began to become suspicious of Cohen, when he fired off an angry letter to the BoBBY board for not communicating with him after he purchased a large stake in the company, all the while he was not, and still has not, communicated with apes, who own a much larger % of GME than he did of BoBBY. Just in my personal experience, every hypocrite of this level I've met has been a deeply self-centered/selfish and untrustworthy person, YMMV. On August 17th, 2022, BoBBY stock went up to a high of $23.08 during an FTD cycle, then on Thursday, August 18th Cohen dumped his entire stake, causing the price to tank to $11.03 on Friday, August 19th, killing the squeeze. The company never recovered and went out of business several months later - in part due to what can only be described as "alleged" executive malfeasance. Cut to May of 2024, the company just had a fully profitable year, but is trading around a price of $10. GME spikes to 80 twice in premarket on Tuesday, the 14th, and on Thursday, May 16th trades in a range of 27.59 to 35.24. Before options strikes were added on both Tuesday and Wednesday the highest strike available that week was $30. There is a huge gamma ramp built up... and on the morning of Friday, May 17th, GME does an out of nowhere 45 million share offering - coincidentally just what Jim Cramer was publicly asking for the day before. The stock trades in a range of $19.70 to $22.41, the gamma ramp and squeeze are killed. Now we're up to today, June 7th, 2024. The stock is squeezing again, there's a huge gamma ramp, shorts are freaking out and begging for a share issuance, GME hits $67 in After Hour trading on June 6th... and out of nowhere, Cohen announces a share offering of 75 million shares pre-market, an amount of shares equal to the amount we've collectively managed to DRS over three years. The stock trades in a range of $48 to $26.12, the gamma ramp and squeeze are killed. Again. There's an old line that you've probably heard before: Once is happenstance, Twice is coincidence, Three times is enemy action.We're looking at, depending how you count here, 3-5 times Cohen has taken direct action with personal sales or share offerings to kill a stock squeeze or gamma ramp, and EVERY SINGLE TIME he's done it its been on a Thursday or Friday to maximize the gain for call sellers and hedge funds and maximize the losses for retail traders and shareholders.Now, we get to the more complex and far more damning evidence: GME's Net Interest Income (NII) over the last few years. It's not where it should be, to the tune of hundreds of millions of dollars of lost revenue. To put all this in context, according to the 8-K filed this morning, GME had, for the 13 weeks ending on May 4, 2024, NII of -14.9million. They also had Cash, Cash Equivalents, and Marketable Securities (CCEM) of $1.083b for that quarter. The 3-month/13 week T-Bill during this time paid 5.25% APY, which would have earned them $14.2m in interest income over that time period. So what the hell did a company with zero long term debt spend $29.1m in interest on over 13 weeks? There's really only two explanations for this: the company is being horrifically bad with financial management, or, more likely, they're not even putting the cash pile into 3 month treasuries. But maybe they really need the liquidity and can't do the week to week rolling treasury plan like Buffet does with his cash pile (you spend 1/13th of your cash on 3 month t-bills every week, so you've always got cash coming up every week, but the 3month is one of the most liquid assets on earth already) then you've still got the option of using a corporate money market account (this is like a checking account for corporations where the account pays the 3 month rate - .5 or 1% or something and just puts the money you give them in 3month tbills) and you'd still earn like 11.5m/q. Look, you remember how GME had a whole bunch of thisclose to profitable earnings Q's last year? Almost all of them would have been profitable if the company had just earned easy peasy interest money on their cash pile. You can make all kinds of arguments for why GameStop hasn't used the billion+ they've generated and sat on via share offerings to make acquisitions or investments. There's literally no reason as to why they're not taking advantage of elevated rates and just earning interest on the money while it's sitting in their accounts. And given that they're not even using the money to collect bare bones interest revenue, there's even less reason for them to collect more of it via additional share offerings. Like, is RC trying to build a money vault to swim in or something? https://preview.redd.it/xq1hgmbqda5d1.png?width=500&format=png&auto=webp&s=7ad011eef051edc7d2d99031d3a2005ad9584690 So, the question you're probably asking now is why? And I think the answer lies in Cohen's path to Chewy. RC famously went to, and was rejected by, over 100 Venture Capital Firms when trying to build Chewy. He got funding from one place, Blackrock. Imagine how grateful you'd be to the one group that gave you the money, the chance, that believed in you, to make your dreams come true? To make you rich beyond your wildest dreams? For RC, that group is Blackrock. All that follows is tinfoil fueled speculation: In 2021, the runup wasn't just Roaring Kitty and Wasabi Sub. There were big institutional players on the side of GME too, they didn't care about retail or MOASS or anything like that, they just wanted to burn their Wall Street competitors that were short. And to do that, they needed to get the other Wall Street plants out of the company and put their own guys in. Enter Ryan Cohen. Blackrock wants to burn Citadel as revenge for Tesla, so they use GameStop, and RC does them a solid, and gets to keep the company afterwards as a reward. Then something nobody expected happened, Instinet/Nomura was in default danger, so APEX clearing turned off the buy button, and a million Apes were born. Then something even more unexpected happened, the Apes turned out to be diamond handed badass warriors from hell and responded by turning off the sell button. And we've kept it off for three and a half fucking years. Now, as much as the wall street scum despise each other, they all hate us even more. And they had a problem, the apes were organized, we voted, we were good stockholders, we read the filings. If they tried to just kill GME like they were doing to Popcorn and BoBBY with plants, we'd vote out their board, and leadership, we'd already proven we could do it once. So Blackrock turned to their boy, Ryan Cohen, and asked him to play zookeeper for the animals. His job would be hard, but it wouldn't take very long, and he could pay himself with cash when the company went down. Again, the apes fucked this plan up, we never got tired, we never got discouraged, and we never sold. In fact, we just kept buying, and pushing the board to do things to burn the shorts. They also knew that apes wouldn't support more dilution of the stock after it got voted down hard with popcorn. So they came up with the idea of the splividend, ordered Recupero to fuck it up, and rewarded him with a nice promotion over at Amazon afterwards. The splividend was the bait, and the 700 million share shelf left over afterwards was the hook. And that hook has been used twice on us now, to stop explosive upwards movements in the price of the stock. As for Cohen, he just keeps playing zookeeper. Posting meme's, making rare bold statements with no specificity and doing absolutely nothing but running the company in place like a treadmill. No vision, no action, just the promise of tomorrow. The ape gets fed by the zookeeper, gets entertained by the zookeeper, relies on the zookeeper to keep the ape safe. But at the end of they day, even if the ape doesn't know it, the ape is in jail, and the zookeeper is his jailor. Cohen isn't here to kill Gamestop, he's here to kill MOASS, or failing that, to make it as mild as possible. I think that's the real Kansas City Shuffle DFV was warning us about. We think we're thwarting the HF with Cohen, but really we're playing into their hands. I think all the anti-takeover provisions Cohen is putting in place are aimed not at SHF's, but at RoaringKitty, and I think the Babadook quote in the RK tweet thumbnail wasn't aimed at the shorts, it was aimed at Ryan Cohen. Remember, in Watchmen, Ozymandias and Dr. Manhattan were actually opposed to and trying to kill each other. If nothing else, ask yourself this: if Ryan Cohen is trying to build some kind of investment holding company, and he's actively searching for a CIO, why in the name of god is he not courting a guy who already owns the stock, loves the company, and turned $50,000 into hundreds of millions? I want to take a second here and say that even if he is a plant, Cohen can't actually stop MOASS, every time he kill shots a squeeze or gamma ramp with an offering like he did in May, or again on Jun 7, GME ends up with a much bigger cash pile, which raises the floor. Before the May run-up I put the company's liquidation value at around $10/share - cash on hand+inventory+real estate locations - the last one is more valuable than many people think - the big fight over RadioShack's locations during their bankruptcy proved this. After this current round of dilution is done (probably finishes between Jun 14-Jun18 based on current volumes and size of offering) I would put the liquidation value of GME at $16-18 depending on how much is raised, and that will be our new floor. There is a T+35 day on the 18th for the May 14th runup, but there is a strong chance those are being closed early with the offering. But its possible the swap rollover volume is so high it doesn't matter. Look, I truly wish I could go to the shareholders meeting next week and try to address some of this myself, but it's too late for me to be able to get away and go down there. So I'll just ask anyone who is going, to do what you can to get some kind of comment on vision for the company, plans for use of raised funds, and a pledge to stop diluting so much. We're way too late to get official shareholder proposals added, but I will absolutely be putting some up next year specifically to stop additional dilution without shareholder approval, demand the board articulate a clear, actionable vision for the company going forward, including specific planned uses of cash reserves. Stay safe out there apes, XXXX holder, CS 00105XXX (yes, I was one of the first 10,000 apes to set up an account there), you're all beautiful, wonderful people. Disprove my thesis. |
2024.06.08 07:49 catbulliesdog Disprove This CounterDD - The Zookeeper Theory - Judge Him By his Actions
TLDR: Ryan Cohen has now sold or diluted into four straight meme squeezes, shutting them down just before, or on, the Friday OPEX they were set to explode. He's also failed to earn appropriate interest on the cash pile for multiple years in a row. submitted by catbulliesdog to Superstonk [link] [comments] EDIT: First counter-DD added at bottom. I know this post won't be popular or well received, but we've always tried to be a community focused on DD, even if it was DD we didn't initially like, and after the second straight dilution into a gamma ramp in a month, this is something we need to start looking at. I'm going to cross post this in basically every single GME sub, and I think it will be very informative to see which ones the mods take it down in. That said, I encourage all apes to refute and/or disprove my arguments in the comments, I'll edit the best and most upvoted rebuttals into the main body of this post. I'll address the first issue first - the constant dilution. Since Ryan Cohen was elected Chairman of the Board in June of 2021, Gamestop has issued new shares intentionally three times, and unintentionally once. First was on June 9th, 2021 - the day of the earnings report. This was an issuance of 5 million shares, or 20 million shares post splividend. The company had $770.8 million in cash on hand and had just retired the final $216.4 million of long term debt - this was financed by a previous 3.5/14 million share offering. The company was losing money at this point, but finished closing out its debt and did have a sizable war chest of cash on hand. The stock was trading at a high of $282/$70.50 on Jun 7, hit $344/$86 on Jun 8 and had cascading FTD cycles indicating a run higher. The day the dilution was announced, Friday, Jun 9, the stock opened at $328/$82, and by the following Monday it closed at $211/$52.75. The dilution was announced heading into a Friday, and the squeeze was stopped. The next dilution was apparently unintentional - the stock split via dividend (splividend). The splividend was long awaited by apes as a supposed kill shot on the short hedge funds (SHF). It was announced on July 6, 2022 and occurred on July 22, 2022. Accompanying the splividend was an increase in the size of the GME shelf (shares the company could sell into the market without stockholder votes of approval) to 1 billion shares. However, the stock-as-dividend was issued on July 18th, and trading began on a split adjusted basis on July 22nd. Because these dates were separated by four days, the DTCC was able to instruct brokers to handle this as a regular split, rather than requiring shares to be distributed as a dividend, thus effectively creating an additional 225 million short shares that never had to be borrowed or located. This is the point where we began to see the T+35 FTD cycles time out and lose amplitude. Mike Recupero, then CFO was fired July 7 of 2022, supposedly for messing up the splividend filing in a way that allowed shorts to not only evade consequences, but actually benefit from it. Recupero is now a high level executive at Amazon, if it was a mistake and not on purpose, he sure must interview well. If it wasn't a mistake, you have to ask who gave the order? Next up we have the whole fiasco with the BoBBY stock. This is the point where I began to become suspicious of Cohen, when he fired off an angry letter to the BoBBY board for not communicating with him after he purchased a large stake in the company, all the while he was not, and still has not, communicated with apes, who own a much larger % of GME than he did of BoBBY. Just in my personal experience, every hypocrite of this level I've met has been a deeply self-centered/selfish and untrustworthy person, YMMV. On August 17th, 2022, BoBBY stock went up to a high of $23.08 during an FTD cycle, then on Thursday, August 18th Cohen dumped his entire stake, causing the price to tank to $11.03 on Friday, August 19th, killing the squeeze. The company never recovered and went out of business several months later - in part due to what can only be described as "alleged" executive malfeasance. Cut to May of 2024, the company just had a fully profitable year, but is trading around a price of $10. GME spikes to 80 twice in premarket on Tuesday, the 14th, and on Thursday, May 16th trades in a range of 27.59 to 35.24. Before options strikes were added on both Tuesday and Wednesday the highest strike available that week was $30. There is a huge gamma ramp built up... and on the morning of Friday, May 17th, GME does an out of nowhere 45 million share offering - coincidentally just what Jim Cramer was publicly asking for the day before. The stock trades in a range of $19.70 to $22.41, the gamma ramp and squeeze are killed. Now we're up to today, June 7th, 2024. The stock is squeezing again, there's a huge gamma ramp, shorts are freaking out and begging for a share issuance, GME hits $67 in After Hour trading on June 6th... and out of nowhere, Cohen announces a share offering of 75 million shares pre-market, an amount of shares equal to the amount we've collectively managed to DRS over three years. The stock trades in a range of $48 to $26.12, the gamma ramp and squeeze are killed. Again. There's an old line that you've probably heard before: https://preview.redd.it/jmhrjnb7z95d1.png?width=3840&format=png&auto=webp&s=2cc9d7c87e2fbc18aad55d4d4bb92eaca71be35c We're looking at, depending how you count here, 3-5 times Cohen has taken direct action with personal sales or share offerings to kill a stock squeeze or gamma ramp, and EVERY SINGLE TIME he's done it its been on a Thursday or Friday to maximize the gain for call sellers and hedge funds and maximize the losses for retail traders and shareholders. Now, we get to the more complex and far more damning evidence: GME's Net Interest Income (NII) over the last few years. It's not where it should be, to the tune of hundreds of millions of dollars of lost revenue. To put all this in context, according to the 8-K filed this morning, GME had, for the 13 weeks ending on May 4, 2024, NII of -14.9million. They also had Cash, Cash Equivalents, and Marketable Securities (CCEM) of $1.083b for that quarter. The 3-month/13 week T-Bill during this time paid 5.25% APY, which would have earned them $14.2m in interest income over that time period. So what the hell did a company with zero long term debt spend $29.1m in interest on over 13 weeks? There's really only two explanations for this: the company is being horrifically bad with financial management, or, more likely, they're not even putting the cash pile into 3 month treasuries. But maybe they really need the liquidity and can't do the week to week rolling treasury plan like Buffet does with his cash pile (you spend 1/13th of your cash on 3 month t-bills every week, so you've always got cash coming up every week, but the 3month is one of the most liquid assets on earth already) then you've still got the option of using a corporate money market account (this is like a checking account for corporations where the account pays the 3 month rate - .5 or 1% or something and just puts the money you give them in 3month tbills) and you'd still earn like 11.5m/q. Look, you remember how GME had a whole bunch of thisclose to profitable earnings Q's last year? Almost all of them would have been profitable if the company had just earned easy peasy interest money on their cash pile. You can make all kinds of arguments for why GameStop hasn't used the billion+ they've generated and sat on via share offerings to make acquisitions or investments. There's literally no reason as to why they're not taking advantage of elevated rates and just earning interest on the money while it's sitting in their accounts. And given that they're not even using the money to collect bare bones interest revenue, there's even less reason for them to collect more of it via additional share offerings. Like, is RC trying to build a money vault to swim in or something? https://preview.redd.it/taw3yae3z95d1.png?width=500&format=png&auto=webp&s=0a642d3b63097c4ed33a68e1746a490c1b689c92 So, the question you're probably asking now is why? And I think the answer lies in Cohen's path to Chewy. RC famously went to, and was rejected by, over 100 Venture Capital Firms when trying to build Chewy. He got funding from one place, Blackrock. Imagine how grateful you'd be to the one group that gave you the money, the chance, that believed in you, to make your dreams come true? To make you rich beyond your wildest dreams? For RC, that group is Blackrock. All that follows is tinfoil fueled speculation: In 2021, the runup wasn't just Roaring Kitty and Wasabi Sub. There were big institutional players on the side of GME too, they didn't care about retail or MOASS or anything like that, they just wanted to burn their Wall Street competitors that were short. And to do that, they needed to get the other Wall Street plants out of the company and put their own guys in. Enter Ryan Cohen. Blackrock wants to burn Citadel as revenge for Tesla, so they use GameStop, and RC does them a solid, and gets to keep the company afterwards as a reward. Then something nobody expected happened, Instinet/Nomura was in default danger, so APEX clearing turned off the buy button, and a million Apes were born. Then something even more unexpected happened, the Apes turned out to be diamond handed badass warriors from hell and responded by turning off the sell button. And we've kept it off for three and a half fucking years. Now, as much as the wall street scum despise each other, they all hate us even more. And they had a problem, the apes were organized, we voted, we were good stockholders, we read the filings. If they tried to just kill GME like they were doing to Popcorn and BoBBY with plants, we'd vote out their board, and leadership, we'd already proven we could do it once. So Blackrock turned to their boy, Ryan Cohen, and asked him to play zookeeper for the animals. His job would be hard, but it wouldn't take very long, and he could pay himself with cash when the company went down. Again, the apes fucked this plan up, we never got tired, we never got discouraged, and we never sold. In fact, we just kept buying, and pushing the board to do things to burn the shorts. They also knew that apes wouldn't support more dilution of the stock after it got voted down hard with popcorn. So they came up with the idea of the splividend, ordered Recupero to fuck it up, and rewarded him with a nice promotion over at Amazon afterwards. The splividend was the bait, and the 700 million share shelf left over afterwards was the hook. And that hook has been used twice on us now, to stop explosive upwards movements in the price of the stock. As for Cohen, he just keeps playing zookeeper. Posting meme's, making rare bold statements with no specificity and doing absolutely nothing but running the company in place like a treadmill. No vision, no action, just the promise of tomorrow. The ape gets fed by the zookeeper, gets entertained by the zookeeper, relies on the zookeeper to keep the ape safe. But at the end of they day, even if the ape doesn't know it, the ape is in jail, and the zookeeper is his jailor. Cohen isn't here to kill Gamestop, he's here to kill MOASS, or failing that, to make it as mild as possible. I think that's the real Kansas City Shuffle DFV was warning us about. We think we're thwarting the HF with Cohen, but really we're playing into their hands. I think all the anti-takeover provisions Cohen is putting in place are aimed not at SHF's, but at RoaringKitty, and I think the Babadook quote in the RK tweet thumbnail wasn't aimed at the shorts, it was aimed at Ryan Cohen. Remember, in Watchmen, Ozymandias and Dr. Manhattan were actually opposed to and trying to kill each other. If nothing else, ask yourself this: if Ryan Cohen is trying to build some kind of investment holding company, and he's actively searching for a CIO, why in the name of god is he not courting a guy who already owns the stock, loves the company, and turned $50,000 into hundreds of millions? I want to take a second here and say that even if he is a plant, Cohen can't actually stop MOASS, every time he kill shots a squeeze or gamma ramp with an offering like he did in May, or again on Jun 7, GME ends up with a much bigger cash pile, which raises the floor. Before the May run-up I put the company's liquidation value at around $10/share - cash on hand+inventory+real estate locations - the last one is more valuable than many people think - the big fight over RadioShack's locations during their bankruptcy proved this. After this current round of dilution is done (probably finishes between Jun 14-Jun18 based on current volumes and size of offering) I would put the liquidation value of GME at $16-18 depending on how much is raised, and that will be our new floor. There is a T+35 day on the 18th for the May 14th runup, but there is a strong chance those are being closed early with the offering. But its possible the swap rollover volume is so high it doesn't matter. Look, I truly wish I could go to the shareholders meeting next week and try to address some of this myself, but it's too late for me to be able to get away and go down there. So I'll just ask anyone who is going, to do what you can to get some kind of comment on vision for the company, plans for use of raised funds, and a pledge to stop diluting so much. We're way too late to get official shareholder proposals added, but I will absolutely be putting some up next year specifically to stop additional dilution without shareholder approval, demand the board articulate a clear, actionable vision for the company going forward, including specific planned uses of cash reserves. Stay safe out there apes, XXXX holder, CS 00105XXX (yes, I was one of the first 10,000 apes to set up an account there), you're all beautiful, wonderful people. Disprove my thesis. Hey I asked ChatGPT and this is the counter DD: Sure, here are three counter-arguments to the provided DD on GameStop and Ryan Cohen:
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2024.06.08 07:36 EndAltruistic3540 Discord vs Bill Cipher Alternate Ending (Remade)
All credit goes to Taurock (@taurock96) for their Drawing submitted by EndAltruistic3540 to deathbattle [link] [comments] (takes place right before Bill Cipher grabs Discord: Bill bellowed, his voice echoing with the weight of omniscience, "I AM AN ALL-SEEING GOD!" As Bill Cipher's vice-like grip seized Discord and forcibly expelled him from his own corporeal vessel, a wicked smirk danced across the face of the interdimensional trickster. But this time, the stage was different. Amidst the chaos, Discord's cunning prevailed, teleporting both adversaries into the labyrinth of his consciousness. Fluttershy's worried gaze followed Discord's motionless form, his eyes shut in deep concentration. Within the kaleidoscopic expanse of Discord's mind, a clandestine gambit unfurled. While Bill Cipher remained oblivious, Discord orchestrated a ruse, projecting an illusion of his own defeat. With a deceptive echo, Discord taunted, "An all-seeing god? Your hubris blinds you to your own downfall." The soul Bill thought he had obliterated was but a phantom, a mere illusion woven by Discord's masterful manipulation. In a startling twist, Discord seized control, stripping Bill Cipher of his nefarious powers. Bill's frantic protests dissolved into silence as Discord muted him, his words reverberating backward, a cryptic incantation lost in the void. Discord's mind ignited with azure flames as he turned to face his friends, gratitude swelling in his heart. Addressing Bill with a mixture of scorn and sorrow, he declared, "You'll never comprehend the essence of friendship, for your existence is but a symphony of suffering inflicted upon others." Bill Cipher's digital facade began to glitch, his pleas for mercy drowned in the void of Discord's resolve. With a triumphant smirk, Discord resolved to eradicate the memory of Bill from every corner of existence. As Bill Cipher's essence flickered, Discord's mind collapsed upon itself, erasing the interloper from the fabric of reality. Yet victory came at a grave cost. When Discord finally opened his eyes, Fluttershy enveloped him in a tight embrace, only to be met with a chilling response, "Who are you, and why are you hugging me?" Tears welled in Fluttershy's eyes as the truth dawned upon her. In the annals of time, Bill Cipher had been vanquished, but the memories of their shared adventures had been swept away in the tempest of Discord's sacrifice. Fluttershy gets the letter Discord wrote, and it's the reformation spell that he ate in season 3... but Fluttershy knows that this won't be the same Discord as she knows... (Discord looks towards us and says "what's with the crowd here?" as he doesn't remember the fight at all K.O |
2024.06.08 06:05 Bacterial_Sizzle Run, lol, a Run - RK meme analysis
2024.06.08 06:03 omegacluster Daily Release Dump 2024-06-07
2024.06.08 06:03 InfinitySpaceCadet Keyboard typing numbers I stead of letters