This could blow my consent solicitation theory out of the water. I’m no corporate lawyer and so I do not know precisely what tricks that Chris Davis might have up his sleeve here, but it looks like this particular avenue might not be a possibility after all. But the main thrust of my thesis stands: I think all of the evidence points to Cohen coming for this Board. Tell me it’s just a dog and I’ll you that you’re just an idiot shirt But that particular avenue (which sounds really bad ass if you can make it work) is likely not happening here. But this gives me another opportunity say something really brief on this (did this long winded fucker just say brief?). And that is this:
Tell me it’s just a dog and I’ll you that you’re just an idiot shirt, ladies tee, tank top, v neck
My GME investment thesis, such as it is, is pretty simple: Short sellers are highly overleveraged expecting a bankruptcy that is not coming in the near term, suppressing the true value of the market cap for a company with GME’s revenue and debt profile Tell me it’s just a dog and I’ll you that you’re just an idiot shirt and potential to return to profitability, (or at least dramatically increase revenue) with this console cycle, the pandemic buying and this holiday season–with a likely payoff of a large Q4 number that seems very likely to raise the price above $14 (or at $10 when I first started buying). And that because of this timeline, April calls have a pretty good chance of printing. That’s my target and I think it’s a sound one.
Tell me it’s just a dog and I’ll you that you’re just an idiot sweatshirt, hoodie
The Cohen situation is just the icing on the cake and it’s interesting as fuck to me because it actually seems like my dude is going to go for it here. Whether he can actually pull it off and whether he actually creates this new Chewified GameStop, I have no idea. I’ll revisit that when the time comes. But if Cohen does in fact go for it, and I do think that, details aside, it seems like he really does want to do it (YOLO, BRO), then the moment he makes his move, Tell me it’s just a dog and I’ll you that you’re just an idiot shirt this thing moons. And then the shorts are well and truly fucked. What happens next is less of a concern to me and I will cross that bridge when we get there.