Ryan Cohen

34 statements across 4 episodes · 15 bullish · 11 bearish · 2 people on the record · first statement Oct 21, 2025 by Ryan Cohen · said 9 times in 1 episodes since 2026 · across every show →

On the record as a speaker too: Ryan Cohen's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Anjney Midha (9)

tap a year for its mentions
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2026 9 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ryan Cohen, oldest first

Oct 21, 2025 neutral
Disclosure
Cohen: GameStop will only invest cash where downside is strictly limited
“A fancy way of saying is that it's risk adjusted, and I don't want to lose money, and I want a situation where there's a good chance of making money and a really low chance of losing money, so it needs to be a pitch that is pretty much down the middle.”
Ryan Cohen Oct 21, 2025 ▶ 7:42 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Opinion
GameStop CEO Ryan Cohen calls the Meta Quest a joke
“When I think about the MetaQuest, I mean, it's a joke.”
Ryan Cohen Oct 21, 2025 ▶ 13:47 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Insight
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”
Ryan Cohen Oct 21, 2025 ▶ 2:18 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 neutral
Disclosure
GameStop loses M&A deals to private equity due to cash discipline
“They don't come to us as often as you think, because they know, well they probably go to private equity or venture capital or these fancy hedge funds before they come to us, because I want to make sure that I'm I care about cash flow and the price that I pay, …”
Ryan Cohen Oct 21, 2025 ▶ 31:52 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Assertion Not checkable as stated
Cohen: High audit fees hurt Chewy and GameStop
“So it costs a lot of money to be a public company. We spend a lot of money on audit fees. So that hurt me at Chewy, that hurts me at GameStop. They charge us a lot of money.”
Ryan Cohen Oct 21, 2025 ▶ 16:00 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 positive
Opinion
Cohen: GameStop favors biannual over quarterly reporting if it cuts costs
“I like reducing costs, so if it costs us less money than to report biannually, then by all means.”
Ryan Cohen Oct 21, 2025 ▶ 15:35 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 neutral
Disclosure
Cohen: GameStop ignores high margins unless scalable to billions in value
“Like, if we can make 80% margins but the upside is limited and it's not gonna move the needle, then I don't care. If it's able to translate into billions of dollars of shareholder value and it's scalable, then we're talking.”
Ryan Cohen Oct 21, 2025 ▶ 25:47 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025
Insight
Cohen: Physical Retailers Must Run Lean and Hold Less Inventory
“Within physical retail, what I've learned is, like, you want to, you have to run lean, and you're better off having less inventory than more inventory.”
Ryan Cohen Oct 21, 2025 ▶ 23:17 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Insight
Cohen: PE and VC are incentivized to deploy capital for fees
“That's a different calculus than the world of private equity, or venture capital, or any money managers, where They're incentivized to deploy capital because they get management fees.”
Ryan Cohen Oct 21, 2025 ▶ 7:11 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 positive
Insight
Cohen: Vertical category focus beats broad tech giants without first-mover advantage
“You don't necessarily have to be first to the game in order to be successful. Amazon was first to the game, but we focused on the category, and we were successful, and so it's kind of what's interesting in technology in general, is like, you have these technol…”
Ryan Cohen Oct 21, 2025 ▶ 20:32 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 neutral
Disclosure
Cohen: GameStop is holding cash to deploy during sudden market downturns
“They can go from green to red, and they don't flash yellow. So when that happens, we'll be in a position.”
Ryan Cohen Oct 21, 2025 ▶ 8:12 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Disclosure
GameStop CEO restricts his own kids from playing violent video games
“I let my kids play video games, doesn't benefit, unless they're playing, like, Mario Kart. But, you look at these, like, Call of Duty, they're killing each other. I want positive influences. I want things that are healthy.”
Ryan Cohen Oct 21, 2025 ▶ 50:10 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 neutral
Disclosure
Cohen is willing to talk with Roaring Kitty about long-term investing
“We want, I'll have a conversation with him that if he's focused on decades and centuries, not on making good luck.”
Ryan Cohen Oct 21, 2025 ▶ 53:55 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Opinion
Ryan Cohen: Mainstream media should focus on business results over commentary
“The mainstream media thinks they know I'm running the business and they seem to have greater visibility into the business than I do. So everyone has an opinion as opposed to actually just focusing on the results. And in general, the news should just focus on t…”
Ryan Cohen Oct 21, 2025 ▶ 3:19 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 bullish
Assertion Not checkable as stated
Cohen: GameStop Cannot Get Enough Power Packs Inventory
“Powerpacks, physical and digital is very interesting. We can't get enough inventory, so.”
Ryan Cohen Oct 21, 2025 ▶ 26:47 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Opinion
Ryan Cohen: GameStop's Legacy Board and Management Had Perverse Incentives
“A board of directors that had perverse incentives, a management team that had perverse incentives.”
Ryan Cohen Oct 21, 2025 ▶ 2:09 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 positive
Disclosure
GameStop will prioritize digital trading cards over physical for scalability
“So if we had a choice between physical and digital, because digital is more scalable, we're gonna go towards digital.”
Ryan Cohen Oct 21, 2025 ▶ 28:19 GameStop CEO Ryan Cohen live on TBPN
May 5, 2026 bullish
Disclosure
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 May 5, 2026 ▶ 22:07 Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN
May 5, 2026 negative
Assertion Supported
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…”
Anjney Midha May 5, 2026 ▶ 1:59 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 negative
Opinion
Cohen: eBay Sells Digital Goods but Handles Delivery and Fraud Poorly
“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…”
Ryan Cohen May 5, 2026 ▶ 19:12 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 neutral
Assertion Supported
Cohen: GameStop retail store leases run two to three years
“This was part of what appealed to me originally when I went into GameStop was the leases were short term. So they're like two to three year leases.”
Ryan Cohen May 5, 2026 ▶ 21:59 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 positive
Assertion Supported
Cohen's compensation requires doubling GameStop's market cap to start vesting.
“My current compensation plan is tied to really lofty metrics, and it's based on the first tranche I've got to double market cap, as an example, just to hit the first tranche, and the 10 exit in order for it to fully invest.”
Ryan Cohen May 5, 2026 ▶ 11:57 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Opinion
Cohen: Live commerce and luxury collectibles offer massive revenue runway for eBay
“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.”
Ryan Cohen May 5, 2026 ▶ 25:02 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Disclosure
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.”
Ryan Cohen May 5, 2026 ▶ 0:21 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Opinion
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.”
Ryan Cohen May 5, 2026 ▶ 11:33 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Assertion Supported
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.”
Ryan Cohen May 5, 2026 ▶ 16:24 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Opinion
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.”
Ryan Cohen May 5, 2026 ▶ 13:53 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Disclosure
Cohen: Majority of personal net worth will be tied to eBay deal
“Well I haven't done the math, but if things go correctly, then it better be the majority. Otherwise I'm wasting my time.”
Ryan Cohen May 5, 2026 ▶ 18:07 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Prediction Not checkable as stated
Cohen: eBay's Business Model Future Is More Certain Than Most Tech Businesses
“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…”
Ryan Cohen May 5, 2026 ▶ 10:22 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 bullish
Disclosure
Ryan Cohen: eBay live commerce strategy relies on creator partnerships and UI
“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…”
Ryan Cohen May 5, 2026 ▶ 4:36 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 neutral
Assertion Supported
Ryan Cohen has taken zero salary or bonuses as GameStop CEO.
“I haven't taken a dollar of salary or any bonuses”
Ryan Cohen May 5, 2026 ▶ 12:17 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 positive
Disclosure
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.”
Ryan Cohen May 5, 2026 ▶ 11:08 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 negative
Assertion Supported
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.”
Ryan Cohen May 5, 2026 ▶ 17:35 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
May 5, 2026 negative
Disclosure
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 May 5, 2026 ▶ 23:17 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
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