eBay

“You can buy an Apple Vision Pro for four K and go on eBay and sell it for two K the next day. Like, The depreciation is insane on the, on this product”

“It took him longer to write the founder's book than it took PayPal to be founded and then sold to eBay.”

“EBay was a major, major driver of Beanie Baby's growth because people could buy them and then the secondary market was way more liquid than ever before.”

“EBay is buying Depop from Etsy for 1.2 billion dollars, and this is in the Wall Street Journal.”

“EBay is an incredible business. It's been remarkably durable. They've faced an onslaught of competition for every single category from sneakers to watches to art to name any cars, right? Any category there is like a vertical competitor to eBay. And yet the bus…”

“We're offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”

“Amazon's used and collect, collectibles business has been flat for six years. They tried renewed, they tried collectibles, they tried trade-in, none of it's still.”

“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…”

“You need physical verification built into the system for agentic commerce.”

“In terms of the digital marketplace, and they are already doing it to a certain extent. I mean, like, all kinds of Roblox digital items are bought and sold, but and I've actually bought them for my kids, and there's so much fraud on the platform. Like, we're b…”

“But I mean, in terms of doing that well, accelerating revenue growth you know, I think that that is, that's big. And so going much deeper into collectibles and luxury trading cards, there's a lot of runway there.”

“We made an offer yesterday. 125 bucks a share. Half cash, half stock.”

“EBay is like Chewy on steroids. And so there's so much more runway, and it's global.”

“Well, that would, so yes, and it would basically take zero dollars in capex in order to something like that, and it's a good idea.”

“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.”

“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.”

“Well I haven't done the math, but if things go correctly, then it better be the majority. Otherwise I'm wasting my time.”

“You know, I think that eBay is the kind of business where the future of the business model is more certain than most tech businesses, and that's why it's done so well. And, you know, there's been such a lack of innovation, yet it hasn't been able to be disrupt…”

“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.”

“Yeah, it would be partnering with creators. I mean, they've got the platform, We would improve the platform so it looks better and more consistent with the kind of UI that you have at competitors, but there's the user base. And so it's not something you have t…”

“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.”

“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.”

“We've got 1600 access points that we can do live authentication.”

“EBay has a hundred and thirty million users and they're getting crushed by competitors in live commerce.”

“The strategics can't really do it because I don't think that they would be able to clear antitrust. So any of the large competitors wouldn't be able to acquire it.”

“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.”

“EBay is, in my opinion, just the most said it and forget it company that's just had the same service for 20 years basically.”

“Under the settlement, the couple will receive forty eight million in compensation from eBay and former employees. EBay will also pay six million to charitable, charitable organizations. And Wenig will pay one million to a free speech charity in Ina Steiner's n…”