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.
why aren't all 58 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
Cohen: GameStop Cannot Get Enough Power Packs Inventory
“Powerpacks, physical and digital is very interesting. We can't get enough inventory, so.”
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.”
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, …”
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.”
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: GameStop has 1,600 access points for authentication
“We've got 1600 access points that we can do live authentication.”
Ryan Cohen has taken zero salary or bonuses as GameStop CEO.
“I haven't taken a dollar of salary or any bonuses”
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.”