EBA

EBAY

9 tracked calls · 8 long · 1 short · last 90d: 8L/1S

first called by TBPN 2mo ago

EBAEBAYSHORT2d ago

“eBay is in my opinion just the most sad company that's just had the same service for 20 years, basically.”

TBPN

eBay is bleeding relevance as active buyers shrink to 136 million, punished for offering the exact same stagnant e-commerce service for two straight decades.

EBAEBAYSHORT@ $117.49

$114.97+2.15%

since call Jul 29

peak +2.8%

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EBAEBAYLONG1mo ago

“the business has stagnated … pulling $2 billion of costs out of the business”

All-In Podcast · Ryan Cohen

GameStop acquiring eBay would unlock a stagnant marketplace via cost cuts and live commerce growth

EBAEBAYLONG@ $108.11

$114.97+6.35%

since call Jun 23

peak +7.7%

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EBAEBAYLONG1mo ago

“GAMESTOP BOARD WITHDREW CEO RYAN COHEN'S PERFORMANCE AWARD TO FOCUS ON THE EBAY ACQUISITION”

tradfi news

GME board escalates hostile eBay bid with strategic deck this week, narrowing gap to $125 offer price.

EBAEBAYLONG@ $109.37

$114.97+5.12%

since call Jun 23

peak +7.2%

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EBAEBAYLONG1mo ago

“I think that collectibles are a megatrend... right now what you have is you have a massive wealth transfer happening between boomers and Gen Z millennials.”

1000x · Avi Felman

Collectibles are a megatrend as boomer wealth transfers to card-loving Gen Z

EBAEBAYLONG@ $107.43

$114.97+7.02%

since call Jun 12

peak +7.9%

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EBAEBAYLONG1mo ago

“this world is probably not going to be reinvesting into index funds … they're probably going and actually buying scarce assets”

1000x · Avi Felman

Scarce collectibles go parabolic as AI winners buy Ferraris and dinosaur bones over index funds

EBAEBAYLONG@ $107.30

$114.97+7.15%

since call Jun 10

peak +10.2%

Trade on Robinhood →

EBAEBAYLONG2mo ago

“eBay going up would signal theoretically confidence in this takeover at $125”

ThreadGuy

Ryan Cohen serious about eBay takeover at $125, could go over the board to shareholders

EBAEBAYLONG@ $113.05

$114.97+1.70%

since call May 13

peak +3.9%

Trade on Hyperliquid →

EBAEBAYLONGPOSITION2mo ago

“the website still looks the same as it did in 1995”

TBPN

eBay is a durable, undermanaged platform that can be cut hard and grown in live commerce under new ownership

EBAEBAYLONG@ $106.30

$114.97+8.16%

since call May 5

peak +10.5%

Trade on Robinhood →

EBAEBAYLONG2mo ago

“I think the eBay thing makes a lot of sense... eBay is a fucking behemoth and it's pretty dead, like it's a hollow behemoth... but it's a massive marketplace.”

ThreadGuy

eBay is the real winner of the saga; legacy behemoth at ATH that mooned on the GME bid

EBAEBAYLONG@ $110.41

$114.97+4.13%

since call May 4

peak +7.4%

Trade on Robinhood →

EBAEBAYLONG2mo ago

“that's $2,400 of marketing per new user on a site that every American already knows exists.”

TBPN

eBay is undervalued: $2B of cuttable cost plus a collectibles moat that gets more valuable in the AI era

EBAEBAYLONG@ $108.15

$114.97+6.30%

since call May 4

peak +7.5%

Trade on Robinhood →