The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Not checkable as stated
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…”
Ryan Cohen Jun 23, 2026 ▶ 44:42 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Prediction Not checkable as stated
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…”
Ryan Cohen Jun 23, 2026 ▶ 49:02 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Contradicted
Cohen: eBay CEO golden parachute is over $100M
“It's over a hundred million bucks.”
Ryan Cohen Jun 23, 2026 ▶ 58:17 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Not checkable as stated
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.”
Ryan Cohen Jun 23, 2026 ▶ 13:16 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Supported
Cohen: eBay active users have dropped by 30 million since COVID
“I mean, if you just look at how they've done in the past since COVID, Every important metric is down. GMV is down. Active users is down by thirty million.”
Ryan Cohen Jun 23, 2026 ▶ 40:30 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Supported
Ryan Cohen: Chewy reached billions in revenue with negative working capital
“And we had negative working capital, and so it was a business that was able to get billions of dollars in revenue and not consume a lot of capital.”
Ryan Cohen Jun 23, 2026 ▶ 3:58 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
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