EBAYBEAR GMEBULLMIXEDFLIPPEDALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · BULLISH IN JUNE → BEARISH IN JUNE

Proposed GameStop acquisition of eBay

GameStop's leadership argues that a combination with eBay leverages complementary secondhand and collectible moats, enabling $2 billion in cost reductions and growth into live commerce and digital in-game asset marketplaces.

All-In with Chamath, Jason, Sacks & Friedberg

ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG CHANGED ITS VIEW

BULLISH FOR 0 DAYS, THEN THE TURN

THEN23 JUN · BULLISHThe speaker presented a relative turn-around case for eBay, arguing that an external builder can drive significant earnings growth and market share gains in live commerce where current management cannot.NOW23 JUN · BEARISHGameStop's leadership argues that a combination with eBay leverages complementary secondhand and collectible moats, enabling $2 billion in cost reductions and growth into live commerce and digital in-game asset marketplaces.

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