Ako-investovať - fórum

Green dildos back on the menu boys

CHX 11% podiel 2 dni posebe na lit markete

Whos buyin?

Citadel Looks to Raise at Least $500 Million From Bond Sale

Chyba likvidita?


Potvrdene - Robinhood predava data citadel a este aj stavkuje proti retailu ked sa mu to hodi. "Naked shorting neexistuje"

Link: https://www.sec.gov/files/litigation/ad ... 102170.pdf

Neuveriteľné veci. Nightmare.

JUGGLER napísal: ↑St 15 01, 2025 6:04 pm Neuveriteľné veci. Nightmare.

No co uz veris ze cely trh je scam voci najslabsim, a ked sa divis kto nakupuje na ATH, tak su to dochodcovske spolocnosti, aby big boys mali kde zarobit?

Iste bude Tvoj gme ci koss zaujimat vsetkych, To co si poslal je o celkom inom.

Mimochodom, super, ale co si nasiel

.. a preto GME pred poslednym shareholder meetingom povedalo ze drzitelia akcii cez RH sa mozu prihlasit ako Guest lebo vlastni a hovno a nie akcie

btw Citadel bonds dostali rating BBB - risky a celkovo si pozicali miliardu USD.

"Citadel [...] sold $1 billion of high-grade bonds Wednesday to fund a payout to its owners"

To smrdi trosku scam, pozicali si aby mali na payout majitelom lol, ponzi. A ten nazov clanku ze HIGH GRADE - dostali BBB co je o 1 uroven vyssie ako su trash bonds.
https://i.redd.it/bftasdsgk7de1.png


btw Nintendo Switch 2 oficialne ohlaseny, blizsie info April 2025, stale bude na cartridge takze fyzicke hry neumieraju

+ RC nieco chysta, ten sultan ma nejaku investicnu firmu s blockchain
https://www.linkedin.com/posts/sultanal ... 8257-EcJp/

Dvermi ho vyhodis a oknom sa vrati

https://tallwoodscap.com/principal

Gabe Plotkin founded Tallwoods Capital LLC in 2022 and serves as the firm’s Chief Investment Officer. Tallwoods Capital is a Miami Beach-based family office that focuses on long term investments predominantly in the equities market as well as private investments in the consumer sector.

Gabe Plotkin zbankrotoval Melvin capital kvoli stavke na GME

RC 13-D dokument.

Previedol Svoje akcie z firmy na seba ako sukromnu osobu (netusim preco)

https://www.sec.gov/Archives/edgar/data ... ry_doc.xml

tem 5(c) is hereby amended and restated to read as follows:

Except as otherwise set forth herein, there have been no transactions in the securities of the Issuer by the Reporting Persons during the past 60 days. On January 27, 2025, RC Ventures, an entity holding Mr. Cohen's personal investments and of which Mr. Cohen serves as the Manager and is the sole party with a pecuniary interest, transferred the 36,847,842 Shares it directly beneficially owned to Mr. Cohen. Such internal transfer constituted a change in form of beneficial ownership from indirect to direct for Mr. Cohen. Mr. Cohen remains the sole party with an economic interest in the securities reported herein.

Poznamka: RC Ventures sidli v USA, RC ako osoba je Kanadan.

Cohen tweet,

stretol sa s Michaelom Saylorom CEO Microstrategy, co ma vacsinu cashflow v BTC.

https://x.com/ryancohen/status/1888098643732811864

Yummy.

Špekulácia na základe fotky ….
GameStop Could Pivot To Become The First Bitcoin Consumer Bank

While generally against companies holding Bitcoin, I think there are exceptions, such as (Micro)Strategy and potentially GameStop, due to their unique circumstances.
GME holds significant cash ($4.6 billion) with minimal long-term debt, but lacks a profitable core business model since the Meme Stock era.
I think GME could benefit from investing in Bitcoin, potentially pivoting to become the first "Bitcoin Consumer Bank" by leveraging its retail presence to offer Bitcoin-related services.
This said, the high valuation of GME with a market cap of $11 billion might not justify a Bitcoin investment if Bitcoin's value doesn't increase or if consumer/investor interest doesn't follow.
While I do not recommend new investments in GME due to high option costs and current valuation, holding a position might be justified if anticipating a Bitcoin strategy announcement as a catalyst.

https://seekingalpha.com/article/475691 ... sumer-bank

UBS zvysilo gme poziciu o 1167% - dokupilo 3 mil akcii

Navrat z dovolenky

Robbinghood pays $29.75 million to end US regulator's probes - admits no wrongdoing

Party A: victim
Party B: jerks
Party C: sheriff

Party B robs Party A and agrees to pay Party C a cut of the ill-gotten gains on condition that they not pursue while claiming that no robbery took place.

Red Flags flashing at UBS as Auditor (E&Y) warns over financial reporting and 280 million shares are executed DAILY in UBS's ATS (Dark Pool)

https://www.reddit.com/r/Superstonk/com ... _ey_warns/

“The auditor’s warning and UBS’ financial reporting issues highlight the enormous challenges the bank faces in integrating Credit Suisse.”

Expiruju CS swapy konecne po 4 rokoch?

"Citadel’s 1.7% drop in February was its biggest monthly decline since May 2021"

Vcera boli ohlasene vysledky hosporadenia za posledny kvartal a rok 2024, zisk za 2024 130 milionov(vacsia cast uroky z cashu), pricom Q1 až Q3 boli dokopy na nule.

nizsi obrat
nizsie rezijne naklady

Ohlasena privatna ponuka na 1,3 miliardy USD s maturitou 5 rokov za 0% urok.

Plan nakupu BTC, posledny rok partnering s PSA gradingom zberatelskych karticiek, odchod z Talianskeho trhu.

Vysledky
https://investor.gamestop.com/news-rele ... fault.aspx

Offering
https://investor.gamestop.com/news-rele ... fault.aspx


Podstatne novinky pre 2025:
-vydanie Nintendo Switch 2
-herne neviem co vychadza moc to nesledujem uz

DanteUnchained napísal: ↑St 26 03, 2025 11:04 pm moc to nesledujem uz

JJ biznis model biedny stale nevedia co s cashom - jedina nadej bolo to cakanie na moass ale to je viac a viac nariedene. Hviezda zhasina. Nieco asi treba nechat - stale je nadej ze by pripadne divi dost vytrestali shortarov nejaky ten este jeden vyskok by bol - ale to je to jedine v co sa da dufat. Nic zaujimaje v tej firme nie je. Take cakanie na godota.

Glogol napísal: ↑Št 27 03, 2025 8:04 am Nic zaujimaje v tej firme nie je. Take cakanie na godota.

Presne tak to vyhodnotili fundamentálni longeri. Technikom sa zapáčil ten gap. Plus už je na squeeze slabo zashortovaný...
Fill the gap + 100% ako bonus:

Glogol napísal: ↑Št 27 03, 2025 8:04 am

DanteUnchained napísal: ↑St 26 03, 2025 11:04 pm moc to nesledujem uz

JJ biznis model biedny stale nevedia co s cashom - jedina nadej bolo to cakanie na moass ale to je viac a viac nariedene. Hviezda zhasina. Nieco asi treba nechat - stale je nadej ze by pripadne divi dost vytrestali shortarov nejaky ten este jeden vyskok by bol - ale to je to jedine v co sa da dufat. Nic zaujimaje v tej firme nie je. Take cakanie na godota.

Nemam pocit ze by som sa pytal na tvoje cenne rady a tiez mam pocit ze o ich business modeli vies prd, cerpas zo stareho infa alias kamenne predajne pre "hry a herny merch".

Nejdem hadzat hrach na stenu a nieco tu ozrejmovat.

Ja rady nedavam -,je to nevdacne - len napisem svoj nazor ak mi je dovolene a toto vlakno nie je sukromne - ci je ? Ok nemal som ta citovat aby si to nebral osobne. Ak o rok takto budu mat revenue za 2025 z biznisu aspon na urovni 2023 tak sa ospravedlnim a priznam ze som sa mylil. Hrach na stenu hadzat netreba - slubotechny nepotebujem.

MiBi napísal: ↑Pi 28 03, 2025 8:29 am GnE9huwWAAAYKxk.jpg

zase toto (21-22) je podla mna trocha prehnana reakcia kedze 29.85 nie je az tak zle ( plus zero coupon a 2030 ....) ale asi je to tou frustraciou ze kazdy naznak vyskoku ceny akcie je odrovnany takouto akciou. Trocha nechapem takmer 5 mld v cashi a oni raisuju dalsich 1,3 mld.
https://finance.yahoo.com/news/gamestop ... 21872.html

Glogol napísal: ↑Št 27 03, 2025 10:02 pm Ja rady nedavam -,je to nevdacne - len napisem svoj nazor ak mi je dovolene a toto vlakno nie je sukromne - ci je ? Ok nemal som ta citovat aby si to nebral osobne. Ak o rok takto budu mat revenue za 2025 z biznisu aspon na urovni 2023 tak sa ospravedlnim a priznam ze som sa mylil. Hrach na stenu hadzat netreba - slubotechny nepotebujem.

No reagoval si odpovedou na mna. Komentovat mozes ak to je k veci, tamta odpoved bola zbytocna.

btw institucie dokupovali.

https://www.quiverquant.com/stock/GME/institutions/


Detaily ohlasom ponuky za 1,3mld USD:

The conversion rate for the notes will initially be 33.4970 shares of Class A common stock per $1,000 principal amount of such notes (equivalent to an initial conversion price of approximately $29.85 per share of Class A common stock). The initial conversion price of the notes represents a premium of approximately 37.5% over the U.S. composite volume weighted average price of the Class A common stock from 1:00 p.m. through 4:00 p.m.

https://investor.gamestop.com/news-rele ... fault.aspx

Vcerajsie volume:
96 mil akcii
priemerne volume za marec 7mil akcii

Hedge funds hedge

https://x.com/larryvc/status/1905651232267542948

On April 1, 2025, GameStop Corp. (the “Company”) completed its previously announced private offering (the “Offering”) of $1.5 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”), including the exercise in full of the initial purchaser’s option to purchase up to an additional $200 million aggregate principal amount of Notes. The Notes are general unsecured obligations of the Company. The Notes were issued pursuant to an Indenture, dated April 1, 2025 (the “Indenture”), between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).

ako teple rozky.

Ryan Cohen znova nakupil - 500 000 shares.

https://finance.yahoo.com/quote/GME/

cely trh krvaca, GME rising.

je uz trh nasyteny MSTR klonov ?
https://finance.yahoo.com/news/gamestop ... 58415.html

Premium u MSTR tiez stale klesa, ale moze byt opat neriadena strela, ked bude FOMO.

Glogol napísal: ↑St 28 05, 2025 4:41 pm je uz trh nasyteny MSTR klonov ?
https://finance.yahoo.com/news/gamestop ... 58415.html

Nie, pumpovalo cele XRT postupne, a ten drop bolo zrusenie hedge call opcii, ktore niekto kupil, vytlacil IV a predal s lahkym ziskom.

K tomu XRT - Pozri si vyvoj ceny KOSS zo 4 na 6,70 USD ako peak - ziadne novinky ani nic od aprila to postupne rastlo.

Nejaka logika tohto pri sucasnej cene ?

"GameStop will issue a special dividend, in the form of warrants, to shareholders of record on Oct. 3. Investors will get one warrant for every 10 shares held, granting them the right to buy one GameStop share at $32 each. They will trade separately on the New York Stock Exchange and expire on Oct. 20, 2026.

In short, GameStop shareholders are getting a free call option on the stock. If it rises around 31% from current levels, investors will get upside from their conversion. If not, the warrants will expire worthless, but without costing anything."

Glogol napísal: ↑Št 11 09, 2025 11:42 am Nejaka logika tohto pri sucasnej cene ?

"GameStop will issue a special dividend, in the form of warrants, to shareholders of record on Oct. 3. Investors will get one warrant for every 10 shares held, granting them the right to buy one GameStop share at $32 each. They will trade separately on the New York Stock Exchange and expire on Oct. 20, 2026.

In short, GameStop shareholders are getting a free call option on the stock. If it rises around 31% from current levels, investors will get upside from their conversion. If not, the warrants will expire worthless, but without costing anything."

Tak uz je to pripisane - az teraz som si vsimol ze to je 2026 ...nie 2025 - aspon ma prinutia sa zaoberat opciami ( som drobny investorik / trader tak nejako opcie som nikdy realne neriesil len sledoval). btw mam GME v IBKR kde tie opcie su pripisane ale mam aj GME v T212_invest. V T212_invest asi opcie nie su povolene tak tam to ( zatial ) nemam.

Glogol napísal: ↑Pi 03 10, 2025 9:36 am

Glogol napísal: ↑Št 11 09, 2025 11:42 am Nejaka logika tohto pri sucasnej cene ?

"GameStop will issue a special dividend, in the form of warrants, to shareholders of record on Oct. 3. Investors will get one warrant for every 10 shares held, granting them the right to buy one GameStop share at $32 each. They will trade separately on the New York Stock Exchange and expire on Oct. 20, 2026.

In short, GameStop shareholders are getting a free call option on the stock. If it rises around 31% from current levels, investors will get upside from their conversion. If not, the warrants will expire worthless, but without costing anything."

Tak uz je to pripisane - az teraz som si vsimol ze to je 2026 ...nie 2025 - aspon ma prinutia sa zaoberat opciami ( som drobny investorik / trader tak nejako opcie som nikdy realne neriesil len sledoval). btw mam GME v IBKR kde tie opcie su pripisane ale mam aj GME v T212_invest. V T212_invest asi opcie nie su povolene tak tam to ( zatial ) nemam.

Tak dnes som si vsimol ze warranty su pripisane aj v T212 invest. Cena cca 3,8 ( 163% dnesny denny narast ,,,samozrejme nepodstatne kedze u mna z takmer nuloveho objemu ) co je momentalne cca 15% divi zo sucasnej ceny.

GME vraj sklamalo ( co sa mne az tak nezda ale ok ) tak ide dole ale mna skor zaujalo ze market cap je < 10 mld a maju 8,8 mld cash a ekvivalenty ,,, The company reported roughly $8.8 billion in combined cash, cash equivalents and marketable securities as of the third quarter.

Glogol napísal: ↑St 10 12, 2025 4:05 pm GME vraj sklamalo ( co sa mne az tak nezda ale ok ) tak ide dole ale mna skor zaujalo ze market cap je < 10 mld a maju 8,8 mld cash a ekvivalenty ,,, The company reported roughly $8.8 billion in combined cash, cash equivalents and marketable securities as of the third quarter.

Sklamalo v tržbách:

GameStop prekonal odhady o 0,04 USD (jediný odhad), ale nedosiahol očakávané tržby :
Vykázal zisk za 3. štvrťrok (október) vo výške 0,24 USD na akciu, bez zahrnutia jednorazových položiek, čo je o 0,04 USD viac ako odhad analytikov vo výške 0,20 USD; tržby medziročne klesli o 4,6 % na 821 mil. USD oproti odhadu 987,28 mil. USD.
Bitcoinové aktíva boli na konci tretieho štvrťroka ocenené na 519,4 mil. USD.

Ale máš pravdu v tom čo píšeš, že GME má extrémne silnú bilanciu – viac cashu než enterprise value: čo vyvoláva špekulácie o možných akvizíciách, spätných výkupe akcií alebo ďalšej expanzii do digitálnych aktív.

Po sedliacky povedané, riziko poklesu je limitované, kým potenciál rastu je.
Už aj ked nedokáže manažment vylepšiť tržby a zisky, tak mohutnými buybackmi by vedel dvihnúť cenu na burze...

som to narychlo hodil go chgpt - GME sa trapi tak RC nieco skusa ,,,,podla vzoru elon musk
https://investor.gamestop.com/news-rele ... fault.aspx

Hlavný obsah tlačovej správy
GameStop oznámil, že jeho predseda a CEO Ryan Cohen dostal nový výkonovo viazaný balík akciových opcií. Tento balík:
Neobsahuje žiadny fixný plat ani garanciu odmeny – Ryan Cohen nedostane žiadne peniaze, ak nebudú dosiahnuté určité ciele.
investor.gamestop.com
Je 100 % „at-risk“ – čiže zaplatí sa len vtedy, keď firma splní ambiciózne ciele rastu trhovej hodnoty a ziskovosti.
investor.gamestop.com
Ciele, ktoré musia byť splnené na to, aby opcie vznikli
Balík je rozdelený do 9 „tranche“ (častí) – každá z nich sa sprístupní iba ak sa dosiahnu dva typy cieľov:
Trhová kapitalizácia (trhová hodnota firmy)
Začína na $20 miliárd pre prvú časť a stúpa až na $100 miliárd pre poslednú.
investor.gamestop.com
Kumulatívny EBITDA (zisk pred odpisom a daňou)
Začína na $2 miliardy a ide až na $10 miliárd pre poslednú časť. ...

Nieco ako elon musk s teslou ?
Áno — veľmi podobný princíp, ale s niekoľkými dôležitými rozdielmi.
Podobnosť s Elonom Muskom (Tesla 2018)
Extrémne výkonovo viazaná odmena
Rovnako ako Musk, aj Ryan Cohen dostane odmenu iba vtedy, ak firma dosiahne veľmi ambiciózne ciele.
Žiadny fixný plat / bonusy
„All-or-nothing“ prístup – ak firma nevytvorí hodnotu, CEO nezarobí nič.
Silná väzba na akcionárov
Odmena rastie len spolu s rastom hodnoty firmy.
Toto je presne ten istý filozofický model motivácie, ktorý Tesla použila pri Muskovi.

,,The total award consists of stock options to purchase 171,537,327 shares of the Company's Class A common stock at a price of $20.66 per share.,,

To je odmena cca 3,6 mld.
Kapitalizácia teraz je 9,6 mld.

Škoda, že tam nie je žiadny časový rozvrh.
Pretože takmer každá priemerná korporácia dokáže rásť v tržbách i ziskoch cca 10% ročne.
Stačí im robiť rozumné akvizície a z offeringov prejsť na buybacky.

Ten Cohen zatial nevymyslel nič, len odrbali retail o miliardy cez offeringy a firma sa premenila na BTC investora.

JUGGLER napísal: ↑St 07 01, 2026 2:55 pm ,,The total award consists of stock options to purchase 171,537,327 shares of the Company's Class A common stock at a price of $20.66 per share.,,

To je odmena cca 3,6 mld.

sa mi nejako nezdalo tak som to prekonzulotoval s chgpt ( moze to byt ovela menej aj ovela viac)

Ryan Cohen nedostáva akcie dnes - dostáva opcie (právo, nie povinnosť) - ktoré mu umožňujú kúpiť 171 537 327 akcií triedy A
za pevne danú cenu 20,66 USD za akciu (tzv. strike price).

Ak by (čisto hypoteticky):
Cena GME Hodnota 1 opcie Celková hodnota
30 USD 9,34 USD ~1,6 mld USD
50 USD 29,34 USD ~5,0 mld USD
100 USD 79,34 USD ~13,6 mld USD

Tieto opcie sú rozdelené do tranche, vzniknú (vestujú) len ak sa splnia:
market cap ciele + kumulatívna EBITDA.

GME poskuluje po Ebay - nejako mi to velkostne nesedi ale vsak sa uvidi.

GameStop chce koupit eBay za zhruba 56 miliard dolarů. Tržní hodnota GameStopu je přitom kolem 12 mld. USD, zatímco u eBaye to je 56 mld. USD. Řetězec herního maloobchodu nabídl 125 USD za akcii v hotovosti a akciích za legendární aukční online tržiště, což je zhruba 20procentní prémie oproti pátečnímu závěru akcií eBaye. GameStop uvedl, že si od TD Bank zajistil počáteční, nezávazný „vysoce důvěryhodný“ dopis o poskytnutí dluhového financování ve výši přibližně 20 mld. USD
https://www.patria.cz/zpravodajstvi/697 ... olaru.html

Viac matrošu tu: https://investor.gamestop.com/ebay/

Ryan je klasik:

"Following close, I will serve as Chief Executive Officer of the combined company. I will receive no salary, no cash bonuses, and no golden parachute – I will be compensated solely based on the performance of the combined company."