This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/SteadyTurtle_ on 2025-01-30 12:02:52+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/fox050181 on 2025-01-30 11:47:38+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Pharago on 2025-01-30 11:26:24+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/OrcoVidXIX on 2025-01-30 10:46:23+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/what_in_the_wrld on 2025-01-30 09:43:40+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Inevitable-Elk-4162 on 2025-01-30 09:16:12+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/SonoPelato on 2025-01-30 07:43:00+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/zipitrealgood on 2025-01-30 06:30:59+00:00.

Hi All,

After today's 13D, there's a lot of speculation into why Ryan Cohen decided to move his 36,847,842 shares from his LLC (RC Ventures) directly to himself. To try to glean what potential upcoming actions we could prepare ourselves for, I wanted to investigate the following questions:

1. Who - What examples of corporate leaders filing similar actions in the past?
2. What / Why - What were the actions taken by these companies and why did they do it?
3. When - From the time of the filing to the action, what was the timeline?
4. $GME - What does this mean for GameStop?

Who:

5 main examples stuck out for big name investors doing similar moves in the past:

1. Elon Musk (Tesla) - 2016 & 2022
2. Michael Dell (Dell) - 2012 & 2016
3. Carl Ichan (Herbalife) - 2013
4. Patrick Byrne (Overstock) - 2019
5. Warren Buffet (Berkshire Hathaway) - 1965

What / Why:

1. Elon Musk - In 2016, Musk orchestrated a merger between Tesla and SolarCity. Musk moved his shares into his name to ensure that the Tesla shareholder vote approved the merger. In 2022, Musk needed to sell shares to fund his purchase of Twitter, so Musk transferred his Tesla shares into his name to enact this acquisition.
2. Michael Dell (Dell) - In 2012, Dell moved his shares into his name in order to partner with Silver Lake Partners to execute a $24B buyout to take the company private. Dell (the company) was seeing major declines in PC sales and needed to take drastic measures to restructure the company in the long-term. Shareholders received $13.75 per share owned (~25% above the trading price) and a special dividend of .13 cents per share. Shareholders had to approve of this action. In 2016, Dell once again moved his shares into his name, prior to the EMC merger. Dell moved his shares into his name to show his commitments to his investors and maintain control post merger. This also simplified legal and financial aspects of the merger.
3. Carl Ichan (Herbalife) - Ichan moved his shares to conduct a large activist campaign to conduct restructuring to make drastic changes at Herbalife. He utilized this move to take further control of the board to enact his changes. He continued to increase his stake in the company, the stock price rose and Ichan over time exited his position at a significant profit (~$1B). Mainly because of a short attack gone wrong by Bill Ackman (who had announced the company was a ponzi scheme prior to Ichan investing).
4. Patrick Byrne (Overstock) - Byrne was shifting Overstock into the Crypto space (tZero) and unexpectedly stepped down as CEO. He cited personal reasons and government investigations as to why he was leaving Overstock. He took his proceeds of selling all of his shares to invest in crypto, stating he was hedging against the US Economy.
5. Warren Buffet (Berkshire Hathaway) - Buffet consolidated his ownership because he had tried to negotiate with the existing CEO to conduct a stock buy back. The CEO at the time (Seabury Stanton) tried to squeeze Buffet out, so he bought more to take over, oust Stanton, and completely overhaul Berkshire's management. Once in charge, he shifted Berkshire from investing in Textiles to Insurance and Finance.

When:

1. Elon - 2016, it took 5 months from Musk to move his shares into his name to the announcement of the acquisition. 2022, it took weeks for Musk to sell his shares once he transferred them into his name.
2. Dell - 2012, it took 6 months for Dell to take his company private from transferring his shares. 2016, it took 9 months for Dell to announce its merger from Michael moving his shares.
3. Ichan - Less than 1 year to take full control and restructure Herbalife
4. Byrne - It took a few months for Byrne to move his shares and sell his entire position
5. Buffet - 3-6 months to enact his takeover from consolidating his shares in his name

What does this mean for GameStop:

1. Cohen is planning to add or divest his position from GameStop (Musk / Byrne) - The more likely of the two would be him adding to his position. Even though he stands to make a substantial profit on his position should he exit now, his actions (e.g. becoming CEO), statements (e.g. Actively recruiting for positions), and statements by other board members (e.g. Larry Cheng consistently pointing to how Ryan Cohen is unlike other CEOs) do not align to this.
2. Cohen is planning to take GameStop private (Dell) - This might be a necessary move to benefit the company the most in the long term. GameStop is currently valued at $12.3B. Since its cash reserves do not cover this valuation, it would have to partner with outside investment to complete this buyout. Shareholders would ultimately have to approve of this offer, which if it followed the Dell model would be ~20-30% above the stock price at the time of the offering ($33-$37 for example) and a potential special dividend would be awarded as well.
3. Cohen is planning a merger / acquisition (Musk / Dell) - With its large cash reserves ($4B) and friendlier macro conditions for M&A's with a Trump presidency, GameStop might be looking to pounce on acquiring and/or merging with an existing organization. Since GameStop's core business is now profitable, in order to grow it might be looking to buy (vs build). I won't speculate on the target, but regardless, the right acquisition could dramatically improve its balance sheet if it were to acquire a profitable entity.
4. Cohen is planning on overhauling / restructuring GameStop (Buffet / Ichan) - Since the board is already Cohen's and he has control over the day-to-day. I don't believe that he is planning a major overhaul of the leadership / board. However, this might be signaling a massive shift in GameStop's business model. With the core business having declining sales (albeit the business now being profitable), Cohen is looking to pivot (similar to Berkshire) and will be changing the core strategy of GameStop.

TL/DR:

1. There are multiple examples of corporate CEOs moving their shares directly in their name before major corporate actions.
2. These actions had mixed results for shareholders, but mostly positive as this indicates 1) Adding to their position 2) Privatizing 3) M&A and 4) Strategic overhaul
3. There have been negative impacts, such as 1) Selling shares 2) Stepping down
4. Based on GameStop's cash position, Cohen's commitment to GameStop, and board control, it's likely we are going to see additional corporate actions within the next year (likely within 3-6 months) with positive shareholder impacts.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Fritzkreig on 2025-01-30 07:07:40+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/AutoModerator on 2025-01-30 07:01:31+00:00.

How do I feed DRSBOT? Get a user flair? Hide post flairs and find old posts?

Reddit & Superstonk Moderation FAQ

Other GME Subreddits

📚 Library of Due Diligence GME.fyi

🟣 Computershare Megathread

🍌 Monthly Open Forum

🔥 Join our Discord 🔥

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/MemeMePhotoshop on 2025-01-30 05:30:11+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/IM_FAUX_REAL_BRO on 2025-01-30 05:00:54+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/vrapp on 2025-01-30 04:50:34+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/truth_is_power on 2025-01-30 04:15:43+00:00.

Given 446,800,000 existing GME shares.

RC has 36,847,842

8.24% of all GME shares.

If we estimate DRS numbers at 70m.

376,800,000 total shares

36,847,842 RC

RC has 9.77% of all GME shares.

Let's do RK...

9,000,001 shares

2.38%

Results - I estimate 12.15% of all GME shares, including DRS, as a minimum being safe from hedgies.

This means that potentially 9.77% of all gme shares need to be bought (in order to deliver RC's shares)

That would be a significant reason for a price increase!

36m shares x 27$ = 1,013,684,144.

About a billion dollars worth of volume.

This isn't a prediction, but just noting that we have a cause-and-effect situation developing.

1. Sneezaversery

2. RK has been silent after hyping us up/providing clues

3. RC makes a huge move

4. stock volume is at an all time low.

not saying it's tomorrow, but, tomorrow is going to be a good day for hodlers...

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/TerribleCollar2932 on 2025-01-30 01:03:41+00:00.

Ryan Cohen filed an Amendment No. 10 to his Schedule 13D, which revealed a significant change in the way he holds his GameStop shares. Its been a while since we've seen RC make a move so let’s break this down logically.

We’ll cover:

1. What We Know (the hard facts)
2. Speculation (from the likely to the tinfoil)

What We Know

Here’s what we can confirm from the filing:

• Share Transfer: On January 27, 2025, Ryan Cohen transferred 36,847,842 shares of GameStop stock from RC Ventures LLC (his holding company) to his personal ownership.
• Ownership Details:
• RC Ventures now holds zero shares of GameStop.Cohen remains the sole party with economic interest in these shares and now has direct beneficial ownership, meaning full voting and dispositive power lies with him personally.
• Size of Holding: Cohen owns 8.2% of GameStop’s total shares outstanding as of December 2024 (446.8M shares reported).
• Purchase Details: The filing reiterates that these shares were purchased using personal funds, which may have included margin loans. The total purchase cost: approximately $96 million (excluding brokerage fees).
• Reason for Filing: This amendment was required because the transfer resulted in a material change to Cohen’s form of ownership.

Key Document Snippet:

“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.”

Speculation

Now let’s explore what this might mean. Ill organize this from the most plausible explanations to the more speculative ones.

1. Likely Scenarios (Grounded Speculation) ==========================================

• Strategic Positioning for Corporate Moves Simplifying his ownership structure could prepare Cohen to act on major corporate events, such as:
• Mergers or acquisitions involving GameStop or its subsidiaries ( the rumored partnership with PSA for trading cards).A potential management buyout or shareholder initiative that requires strong direct ownership.
• Tax or Legal Optimization Moving shares to personal ownership could reduce tax liabilities tied to RC Ventures or streamline Cohen’s estate planning. It might also make dividends or future payouts easier to manage.
• Increased Voting Power and Flexibility By holding shares directly, Cohen consolidates his voting power. This could allow him to exert greater influence on any upcoming shareholder votes.

2. Possible But Less Certain Scenarios ======================================

• Direct Registration (DRS) With his shares now in personal ownership, Cohen could choose to direct register them through Computershare. This would remove his shares from the lending pool, further tightening the float and potentially pressuring short sellers.
• Pressure on Shorts The transfer might force brokers or clearinghouses to locate and deliver the shares during settlement (T+2), causing ripples for those relying on synthetic shares or naked shorting.
• Signaling Confidence By holding directly instead of selling, Cohen may be signaling that he’s doubling down on his belief in GameStop’s long-term value.

Ive seen a lot of comments talking about him drsing, yes that would be beautiful and I believe he technically could, but time will tell.

3. Tinfoil and Hopium =====================

• Coordinated Play with Roaring Kitty (RK): Ive seen some comments speculate this move aligns with recent cryptic tweets by RK, hinting that they are both preparing for a major catalyst.
• The MOASS Catalyst: A share recall (if Cohen initiates DRS) could trigger a supply shock, leading to parabalocisim.
• RC Ventures Buys More Shares: With RC Ventures no longer holding GME shares, the LLC could now act as a clean slate to buy more shares without immediate reporting requirements

TL;DR

• Ryan Cohen transferred 36.8M GME shares from RC Ventures LLC to personal ownership, making him the direct owner of 8.2% of the company.
• This move could signal preparations for corporate actions, tax optimization, or pressure on short sellers.
• Speculation ranges from DRS potential to strategic positioning for mergers or acquisitions.
• Shorts r Royally Fukd

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Dennydogz123 on 2025-01-30 03:03:43+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/bahits on 2025-01-30 02:04:48+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/welp007 on 2025-01-30 01:19:12+00:00.

Original Title: Prez signed a memo on Jan 20th that effectively changed the taxation of foreigners operating within the United States and how foreign owned companies (LLCs?) may be taxed. Transferring ownership from an LLC into his own name may be a way to get around this new development for RC

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/welp007 on 2025-01-30 00:30:07+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/NotFurtherLimiting on 2025-01-29 23:52:37+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/DramaCute8222 on 2025-01-29 23:17:26+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/ButtFarm69 on 2025-01-29 22:55:38+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Responsible_Buy9325 on 2025-01-29 22:44:45+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/GurtGB on 2025-01-29 22:36:28+00:00.

This is an automated archive made by the Lemmit Bot.

The original was posted on /r/Superstonk by /u/Kodeix on 2025-01-29 22:25:47+00:00.