Ryan Cohen
Chairman and CEO, GameStop. On 2 shows, 4 appearances. The Shows tab opens the full record on each.
founderexecutiveinvestor@ryancohen ↗gamestop.com ↗Wikipedia ↗YouTube ↗
Cohen co-founded the online pet supplies retailer Chewy in 2011 and served as CEO until 2018 following its $3.35 billion acquisition by PetSmart. He subsequently took a major activist stake in GameStop in 2020, becoming Chairman and later CEO to lead its operational turnaround and corporate strategy.
2shows
4appearances
72statements
14resolved
12supported
1contradicted
86%fully supported
19said about them ↓ Everything Ryan Cohen said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Cohen: Advertisers Conspired Against Twitter Due to Politics, Not Cuts
“What really happened at Twitter was that the advertisers, you know, I don't know what the situation is now, but they pretty much conspired against him, and, you know, it had nothing to do, my understanding is it really had nothing to do with the cost cuts, mor…”
Cohen says GameStop will issue stock to fund half-cash eBay takeover
“We're offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”
Ryan Cohen: Committing $500M of personal capital to eBay transaction
“I'm putting five hundred million of my own money into this transaction.”
Cohen: GameStop offered $125 per share half-cash, half-stock for eBay
“We made an offer yesterday. 125 bucks a share. Half cash, half stock.”
Cohen: eBay's $5.5B opex and 11,500 headcount make no sense
“They're spending five and a half billion dollars on operating expenses on eleven billion dollar business that Has no inventory in its asset lights. So, it just, there's 11 and a half thousand employees, and it doesn't make sense.”
Ryan Cohen: GameStop Has $20B Bank Letter and $9B Cash for Bid
“We have the cash accounted for today in terms of, ah, a highly confident letter from our bank for the twenty billion, plus we've got nine billion of cash, so.”
GameStop CEO Ryan Cohen calls the Meta Quest a joke
“When I think about the MetaQuest, I mean, it's a joke.”
Cohen predicts computers and AI will go after humans soon
“At some point, the computers are going after the humans, and I don't think it's that far away.”
Cohen: Supplier gifts signal overpaying, while supplier anger signals optimal pricing
“If our suppliers are sending us gifts in the mail, that's a really bad sign. It means we're overpaying. If our suppliers are telling us they never want to speak to us again, it means we're getting the right price.”
Cohen: $2B in costs can be immediately cut from eBay
“Number one is on immediately improving earnings through cutting costs. And Pulling two billion dollars of costs out of the business and on the operating base of, you know, close to five and a half billion of expenses and 2.4 billion spent on sales and marketin…”
Cohen: In-game digital item market could exceed eBay physical market
“But if you look at in-game digital items, there's no marketplace that is providing liquidity for them. And so I would use eBay to provide liquidity for in-game digital items. And I believe that addressable market is significantly larger than could be much larg…”
Cohen: eBay has 130M users but gets crushed in live commerce
“EBay has a hundred and thirty million users and they're getting crushed by competitors in live commerce.”
Ryan Cohen intends to permanently run eBay, not act as an activist.
“The goal here isn't to be an activist. The goal is I want to own eBay. I want to run eBay. Like, I want that to be my baby.”
Cohen: eBay has more runway than Chewy and is 'Chewy on steroids'
“EBay is like Chewy on steroids. And so there's so much more runway, and it's global.”
Cohen: eBay is worth far more than $125/share under his leadership
“When I think about what eBay could be worth, if I'm running this business, I believe it's a heck of a lot more than a 125 dollars a share.”
Cohen: eBay directors make $350K-$450K each with zero insider buying
“You know, the directors board of directors make four million dollars. It's like 350 to 450,000 per director. There's been no insider buying at the company.”
Cohen: eBay Ignored Partnership Outreach One to Two Years Ago
“I reached out to eBay, like, I don't know, maybe a year or two years ago to talk to them about partnering, and They didn't engage seriously.”
Ryan Cohen: Corporate Leaders Without Personal Financial Stakes Disregard Shareholders
“Ultimately, what you see is that when people don't have their own money on the line, they don't give a shit, and they're focused on all kinds of other stuff that ultimately doesn't matter to shareholders”
Cohen: Copying Chewy's expanded catalog failed and cost GameStop shareholders heavily
“I hired a bunch of fancy people from both Amazon and Chewy, and we expanded the catalog, and we added a bunch of product, and most of that product didn't sell, and we ended up marking it down and taking a big hit, and it cost shareholders a lot of money, becau…”
Cohen: CEOs will choose AI over humans to cut short-term costs
“One thing I know for certain is that the CEOs, if they can reduce their cost structure in the short term, They're gonna replace, they're gonna take computers over humans.”
GameStop originally invited Ryan Cohen to board to fend off activist
“Well, when it came to GameStop, originally it was a passive investment and I owned under five percent and the CEO actually reached out to me because they were fighting an activist and they wanted me to join the board.”
Cohen: Applying Chewy's playbook to GameStop was a 'really stupid' mistake
“I went in and I had this bias from Chewy, which is basically like everything that I learned at Chewy, I was going to apply to GameStop. And it took me about, I don't know, maybe Just over a year to realize that was really, really stupid.”
The other half of the tape: Ryan Cohen's own voice is left out of every number here. Other people bring the name up 18 times in 4 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Anjney Midha 9Chamath Palihapitiya 5David Friedberg 3Bill Ackman 1
Statements about Ryan Cohen, by other people (1)
Midha: eBay spent $2.4B on marketing to add 1M users
“If you pull up eBay's 10 K from February, fiscal 25, and I did not understand this until I read it, eBay spent 2.4 billion dollars on marketing. How many new users did they get for that? I mean, you guys are marketers, you understand. One million. That's crazy…”
Every mention by year
tap a year for its mentions
All-In 9
TBPN 9
2026 13 mentions in 3 episodes 4 per episode
One line per show, most statements first. The link opens Ryan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| TBPNLEDGER | Chairman and CEO, GameStop | 3 | 58 | 91% 10/11 | full record on TBPN → |
| ALL-INLEDGER | Chairman and CEO, GameStop | 1 | 14 | 67% 2/3 | full record on All-In → |