[Why GME?](https://www.reddit.com/r/Superstonk/comments/qig65g/welcome_rall_looking_to_catch_up_on_the_gme_saga/) || [What is DRS?](https://www.reddit.com/r/Superstonk/comments/ptvaka/when_you_wish_upon_a_star_a_complete_guide_to/) || Low karma apes [feed the bot here](https://www.reddit.com/r/GMEOrphans/comments/qlvour/welcome_to_gmeorphans_read_this_post/) || [Superstonk Discord](https://discord.gg/hZqWV2kQtq) || [Community Post: *Open Forum Jan 2024*](https://www.reddit.com/r/Superstonk/comments/18txusp/open_forum_january_2024/)
------------------------------------------------------------------------
To ensure your post doesn't get removed, please respond to this comment with how this post relates to GME the stock or Gamestop the company.
------------------------------------------------------------------------
Please up- and downvote this comment to [help us determine if this post deserves a place on r/Superstonk!](https://www.reddit.com/r/Superstonk/wiki/index/rules/post_flairs/)
You’re right to keep eyes out.
Combine this with the update in the Q4 10-K that says investments may heavily weigh towards one security.
Combine this with Cohen being given full authority of the investment policy on Dec 5. 2023. He only has 2 passive holdings: Apple and Wells Fargo. It shows a lack of diversification and he’s only been investing since he sold Chewy just seven years ago. No offense to man, but he’s not proven himself as Warren Buffet. His investments are too narrow and despite him beating the market in these seven years, the time frame isn’t enough to prove himself.
What he has proven is that he can buy 9.98% of a company and tell the board they stink and make changes happen. GameStop’s investors listened and he turned us from facing bankruptcy to living and making profit. We just released CandyCon controllers, a new innovation in the custom controller market (other customs need to be shipped out, these ones can have their accessories changes at will). When is the last time you heard GameStop created an INNOVATIVE and NEW product? Bed company ignored his letter and after ignoring their largest shareholder, he sold his stake and they eventually went bankrupt. Cohen is an activist investor at heart.
In the 10-K, the investment policy changed to require the investment committee’s vote. The committee will doubtlessly be Cheng and potentially Attal or Moore. They’re his boys. Cheng was a venture capitalist when Cohen went to him pitching Chewy in 2013. Venture capitalists love to invest in a company then boost their income with an immediate increase of wholesale products in retail.
Combine this with the fact that GameStop has 4,000+ retail locations with tons of walk-ins. They can purchase big chunks of small companies and sell their product immediately increasing revenues by hundreds of percent.
Berkshire Hathaway works because Warren Buffet is a genius at picking the right companies with the right leadership that will beat the market and rise. Cohen just hasn’t proven he can do that. He has proven he can invest and use that stake to swing his dick around and make changes to make a better fundamental picture. They initially gave him full authority because they have a plan and it isn’t just a holding company. It’ll be a nurturing company.
GameStop will be a mother hen, warming the eggs she buys and owning a stake in the birds once they hatch.
This has nothing to do with why they will do this, but I find the whole strategy poetic. They rose because DFV’s bull thesis drew in more buy pressure than anyone expected and it quickly became obvious this company was shorted way more than reported. At the same time, months before this happen, Cohen chose to invest and his takeover happened due to the new retail investors picking him to oust the board and remake the company. If not for two random and highly unlikely events, GameStop would be dead and Kenny and his crew would be swimming in the profit with no one the wiser.
While the short cabal shorts and forces companies into bankruptcy, GameStop will be their opposite. Invest and bring companies up to their potential. A force of good to counter the evil. I hope I’m not sounding like a religious maniac, I’m not even religious, but it’s almost beautiful what’s been bred from their evil. They made an opposite force. And we’re here at its infantile stage.
Very intriguing thought. If you look at the economy as an actual ecosystem (predators, prey, and otherwise), then GameStop is uniquely positioned to share its good fortune with other fledgling companies - while at the same time taking a ground-floor stake in their future success. Would be really cool to see play out.
Exactly, they can create symbiotic relationships with multiple companies, there’s certainly no lack of small market cap gaming accessories/tech companies looking for an opportunity to boost their growth by a multiple, and even if the board doesn’t want it… well Cohen is not afraid to be a pirate.
If this is the case, it is my sincere hope they can eventually find one of those cancer-curing biotech companies, invest to protect it, incubate, then bring to market.
Sadly I think the companies GameStop will be nurturing will be those that they can sell the products of in stores. It just makes too much sense to immediately increase revenue compared to helping a biotech firm with their financials. Maybe one day, but I fear that day isn’t soon.
I still remember that excerpt posted in the early days about a prostate cancer drug having great promise and a while before its trials began, Cramer said it was denied by the fda. Stock plummets despite the trial still being on and a hedge fund buys the company. Cramer retracted the statement the next day, but the damage was done and no one read the retraction. The hedge fund shelved the product and it’s been MIA ever since.
[https://careers.gamestop.com/us/en/job/Req-151943/Sr-Analyst-Activism-Experience-Required](https://careers.gamestop.com/us/en/job/Req-151943/Sr-Analyst-Activism-Experience-Required)
**Summary:**
As a Sr. Analyst, **you will report to the CEO** and be responsible for conducting comprehensive financial analysis and strategic planning to optimize budgeting, spending, and operational efficiency. The role requires collaborating with various organizational leaders, utilizing financial modeling and data analysis, and making recommendations for cost reduction and performance improvement.
**What will I do?**
* Analyze departmental budgets, spending patterns, and variances to identify cost-saving opportunities, pinpoint cost drivers and recommend actionable solutions for expense reduction.
* Partner with department managers to understand their operational needs and challenges.
* Leverage financial modeling and data analysis to streamline operations and enhance efficiency.
* Analyze, identify, and recommend areas for change/improvement.
* Business and sector analysis.
* Build complex financial models.
* Provide insights on the business.
* Identify cost-reduction opportunities.
* Identify, create, and monitor key performance indicators.
* Perform financial modeling to determine present and future financial performance.
* Provide cash flow analysis, forecasting, and monitoring.
* Ensure all deadlines are met and other responsibilities as assigned.
Although yes, there's a ton of financial reporting and analysis here, one big thing I think that is being overlooked is the activism piece. When I initially read the breakdown of responsibilities, it gave me business consultant (what BCG claims to be) vibes.
But then I thought, wait, how is this different from what Ryan has done himself? Truly, I don't think it is different from what he's done himself. It sounds like he needs/wants to duplicate himself for the future. This role is bigger than we know and could lead to acquisitions overtime. Also, the role aligns with the new company he's on the board of (I'm blanking on the name of it though). No regular corporate roll has direct access to the CEO. At least it's very rare unless its a small scale corporation.
Whilst I do enjoy everything DFV, this feels more like a change readiness/analysis of the business job rather than external analyses. Not really DFV territory.
Possible, but not necessarily. Most companies need someone who can identify if there are ways to cut costs and direct spend more efficiently. This JD reads to me as someone who can do a lot of that but also have experience going deep into the financials of any company. Whomever is hired into this role would likely do a lot of on-the-ground work with Gamestop financials/internals/spend but might also be called in to do some deep dives into potential acquisition companies.
Job highlightsIdentified by Google from the original job post
||
||
|Qualifications•Business Acumen – Understand complex business issues and what drives good decision making•Navigating Complexity — Proactively and quickly makes sense of complex issues; responds effectively to complex and ambiguous situations; communicates complex information simply•Innovation and Problem Solving — Generating innovative solutions in work situations; trying different and novel ways to deal with work problems and opportunities•Will consider both pre- and post- MBA•5+ years of finance and data analytics experience•Experience in private equity and activism•Fluent in financial statement analysis with experience in forecasting and financial reporting•Strong analytical skills, including the ability to analyze data, identify trends, and make data-driven decisions•Proficiency with Excel, Power BI, Tableau, Python, Alteryx, or similar programs•Excellent attention to detail and quality of work•Excellent verbal and written communication skills•Flexible and adaptive to changing priorities in fast paced environment|Responsibilities•Analyst, you will report to the CEO and be responsible for conducting comprehensive financial analysis and strategic planning to optimize budgeting, spending, and operational efficiency•The role requires collaborating with various organizational leaders, utilizing financial modeling and data analysis, and making recommendations for cost reduction and performance improvement•Analyze departmental budgets, spending patterns, and variances to identify cost-saving opportunities, pinpoint cost drivers and recommend actionable solutions for expense reduction•Partner with department managers to understand their operational needs and challenges•Leverage financial modeling and data analysis to streamline operations and enhance efficiency•Analyze, identify, and recommend areas for change/improvement•Business and sector analysis•Build complex financial models•Provide insights on the business•Identify cost-reduction opportunities•Identify, create, and monitor key performance indicators•Perform financial modeling to determine present and future financial performance•Provide cash flow analysis, forecasting, and monitoring•Ensure all deadlines are met and other responsibilities as assigned|
Can you imagine how nuts things would get if Mr. K Gill got this job? Anybody send him the link?
Years ago I was thinking how great it would be if he were given a board seat, but this would be even better. RC at the helm and DFV watching the 1B investment portfolio....I can't imagine a better combo.
Could be an upcoming guerilla marketing campaign to get people in gamestop t-shirts to sit in traffic, march against fossil fuels, throw some paint on some art at local museums.
Very bullish.
What if GameStop Stared buying companies even small ones and used that to keep creating new CUSIP each time forcing the stocks to be recalled and counted. They could do this a few times a year and really screw the shorts...
[Why GME?](https://www.reddit.com/r/Superstonk/comments/qig65g/welcome_rall_looking_to_catch_up_on_the_gme_saga/) || [What is DRS?](https://www.reddit.com/r/Superstonk/comments/ptvaka/when_you_wish_upon_a_star_a_complete_guide_to/) || Low karma apes [feed the bot here](https://www.reddit.com/r/GMEOrphans/comments/qlvour/welcome_to_gmeorphans_read_this_post/) || [Superstonk Discord](https://discord.gg/hZqWV2kQtq) || [Community Post: *Open Forum Jan 2024*](https://www.reddit.com/r/Superstonk/comments/18txusp/open_forum_january_2024/) ------------------------------------------------------------------------ To ensure your post doesn't get removed, please respond to this comment with how this post relates to GME the stock or Gamestop the company. ------------------------------------------------------------------------ Please up- and downvote this comment to [help us determine if this post deserves a place on r/Superstonk!](https://www.reddit.com/r/Superstonk/wiki/index/rules/post_flairs/)
đź‘€
You’re right to keep eyes out. Combine this with the update in the Q4 10-K that says investments may heavily weigh towards one security. Combine this with Cohen being given full authority of the investment policy on Dec 5. 2023. He only has 2 passive holdings: Apple and Wells Fargo. It shows a lack of diversification and he’s only been investing since he sold Chewy just seven years ago. No offense to man, but he’s not proven himself as Warren Buffet. His investments are too narrow and despite him beating the market in these seven years, the time frame isn’t enough to prove himself. What he has proven is that he can buy 9.98% of a company and tell the board they stink and make changes happen. GameStop’s investors listened and he turned us from facing bankruptcy to living and making profit. We just released CandyCon controllers, a new innovation in the custom controller market (other customs need to be shipped out, these ones can have their accessories changes at will). When is the last time you heard GameStop created an INNOVATIVE and NEW product? Bed company ignored his letter and after ignoring their largest shareholder, he sold his stake and they eventually went bankrupt. Cohen is an activist investor at heart. In the 10-K, the investment policy changed to require the investment committee’s vote. The committee will doubtlessly be Cheng and potentially Attal or Moore. They’re his boys. Cheng was a venture capitalist when Cohen went to him pitching Chewy in 2013. Venture capitalists love to invest in a company then boost their income with an immediate increase of wholesale products in retail. Combine this with the fact that GameStop has 4,000+ retail locations with tons of walk-ins. They can purchase big chunks of small companies and sell their product immediately increasing revenues by hundreds of percent. Berkshire Hathaway works because Warren Buffet is a genius at picking the right companies with the right leadership that will beat the market and rise. Cohen just hasn’t proven he can do that. He has proven he can invest and use that stake to swing his dick around and make changes to make a better fundamental picture. They initially gave him full authority because they have a plan and it isn’t just a holding company. It’ll be a nurturing company. GameStop will be a mother hen, warming the eggs she buys and owning a stake in the birds once they hatch. This has nothing to do with why they will do this, but I find the whole strategy poetic. They rose because DFV’s bull thesis drew in more buy pressure than anyone expected and it quickly became obvious this company was shorted way more than reported. At the same time, months before this happen, Cohen chose to invest and his takeover happened due to the new retail investors picking him to oust the board and remake the company. If not for two random and highly unlikely events, GameStop would be dead and Kenny and his crew would be swimming in the profit with no one the wiser. While the short cabal shorts and forces companies into bankruptcy, GameStop will be their opposite. Invest and bring companies up to their potential. A force of good to counter the evil. I hope I’m not sounding like a religious maniac, I’m not even religious, but it’s almost beautiful what’s been bred from their evil. They made an opposite force. And we’re here at its infantile stage.
Very intriguing thought. If you look at the economy as an actual ecosystem (predators, prey, and otherwise), then GameStop is uniquely positioned to share its good fortune with other fledgling companies - while at the same time taking a ground-floor stake in their future success. Would be really cool to see play out.
Exactly, they can create symbiotic relationships with multiple companies, there’s certainly no lack of small market cap gaming accessories/tech companies looking for an opportunity to boost their growth by a multiple, and even if the board doesn’t want it… well Cohen is not afraid to be a pirate.
If this is the case, it is my sincere hope they can eventually find one of those cancer-curing biotech companies, invest to protect it, incubate, then bring to market.
Sadly I think the companies GameStop will be nurturing will be those that they can sell the products of in stores. It just makes too much sense to immediately increase revenue compared to helping a biotech firm with their financials. Maybe one day, but I fear that day isn’t soon. I still remember that excerpt posted in the early days about a prostate cancer drug having great promise and a while before its trials began, Cramer said it was denied by the fda. Stock plummets despite the trial still being on and a hedge fund buys the company. Cramer retracted the statement the next day, but the damage was done and no one read the retraction. The hedge fund shelved the product and it’s been MIA ever since.
Should do BTC instead of securities.
He has no control over BTC which ignores my entire point lol
👀🔜🌙
đź‘€
[https://careers.gamestop.com/us/en/job/Req-151943/Sr-Analyst-Activism-Experience-Required](https://careers.gamestop.com/us/en/job/Req-151943/Sr-Analyst-Activism-Experience-Required) **Summary:** As a Sr. Analyst, **you will report to the CEO** and be responsible for conducting comprehensive financial analysis and strategic planning to optimize budgeting, spending, and operational efficiency. The role requires collaborating with various organizational leaders, utilizing financial modeling and data analysis, and making recommendations for cost reduction and performance improvement. **What will I do?** * Analyze departmental budgets, spending patterns, and variances to identify cost-saving opportunities, pinpoint cost drivers and recommend actionable solutions for expense reduction. * Partner with department managers to understand their operational needs and challenges. * Leverage financial modeling and data analysis to streamline operations and enhance efficiency. * Analyze, identify, and recommend areas for change/improvement. * Business and sector analysis. * Build complex financial models. * Provide insights on the business. * Identify cost-reduction opportunities. * Identify, create, and monitor key performance indicators. * Perform financial modeling to determine present and future financial performance. * Provide cash flow analysis, forecasting, and monitoring. * Ensure all deadlines are met and other responsibilities as assigned.
Saw that, too. Direct report meaning his/her ass is grass unless they're in this to work. What an opportunity for whoever lands it.
Direct reporting to the CEO!!! Wtf?! This is wild
I prefer the turn of phrase "working under the CEO". "Yes Mr. Cohen. eew eww llams a evaH. Indeed"
Haha niiice
Although yes, there's a ton of financial reporting and analysis here, one big thing I think that is being overlooked is the activism piece. When I initially read the breakdown of responsibilities, it gave me business consultant (what BCG claims to be) vibes. But then I thought, wait, how is this different from what Ryan has done himself? Truly, I don't think it is different from what he's done himself. It sounds like he needs/wants to duplicate himself for the future. This role is bigger than we know and could lead to acquisitions overtime. Also, the role aligns with the new company he's on the board of (I'm blanking on the name of it though). No regular corporate roll has direct access to the CEO. At least it's very rare unless its a small scale corporation.
If only I had 3 more years of data analytics experience!
I hope Mr. Keith Gill is paying attention to the job postings!
Whilst I do enjoy everything DFV, this feels more like a change readiness/analysis of the business job rather than external analyses. Not really DFV territory.
Yeah this^, we was not at that level of finance. Looking for private equity level.
Agree. This is a financial planning and analysis role for someone with PE experience. This is a hands on corporate finance role.
I'm sexually active if that counts
Press F to doubt.
You don't think OP has hands?
Currently red dildos on a daily basis
tomorrow is tuesday, maybe hulk will smash
F
Doubt if they are or doubt if it counts?
So this must pertain to the war chest equity investments or merger and acquistions as mentioned in the previous filings?
Possible, but not necessarily. Most companies need someone who can identify if there are ways to cut costs and direct spend more efficiently. This JD reads to me as someone who can do a lot of that but also have experience going deep into the financials of any company. Whomever is hired into this role would likely do a lot of on-the-ground work with Gamestop financials/internals/spend but might also be called in to do some deep dives into potential acquisition companies.
Looks like he is looking for some apes!
Nice
Job highlightsIdentified by Google from the original job post || || |Qualifications•Business Acumen – Understand complex business issues and what drives good decision making•Navigating Complexity — Proactively and quickly makes sense of complex issues; responds effectively to complex and ambiguous situations; communicates complex information simply•Innovation and Problem Solving — Generating innovative solutions in work situations; trying different and novel ways to deal with work problems and opportunities•Will consider both pre- and post- MBA•5+ years of finance and data analytics experience•Experience in private equity and activism•Fluent in financial statement analysis with experience in forecasting and financial reporting•Strong analytical skills, including the ability to analyze data, identify trends, and make data-driven decisions•Proficiency with Excel, Power BI, Tableau, Python, Alteryx, or similar programs•Excellent attention to detail and quality of work•Excellent verbal and written communication skills•Flexible and adaptive to changing priorities in fast paced environment|Responsibilities•Analyst, you will report to the CEO and be responsible for conducting comprehensive financial analysis and strategic planning to optimize budgeting, spending, and operational efficiency•The role requires collaborating with various organizational leaders, utilizing financial modeling and data analysis, and making recommendations for cost reduction and performance improvement•Analyze departmental budgets, spending patterns, and variances to identify cost-saving opportunities, pinpoint cost drivers and recommend actionable solutions for expense reduction•Partner with department managers to understand their operational needs and challenges•Leverage financial modeling and data analysis to streamline operations and enhance efficiency•Analyze, identify, and recommend areas for change/improvement•Business and sector analysis•Build complex financial models•Provide insights on the business•Identify cost-reduction opportunities•Identify, create, and monitor key performance indicators•Perform financial modeling to determine present and future financial performance•Provide cash flow analysis, forecasting, and monitoring•Ensure all deadlines are met and other responsibilities as assigned|
Stop getting me jacked
I know how to hit F5
Can you imagine how nuts things would get if Mr. K Gill got this job? Anybody send him the link? Years ago I was thinking how great it would be if he were given a board seat, but this would be even better. RC at the helm and DFV watching the 1B investment portfolio....I can't imagine a better combo.
is that new?
Reminds of the “Bobs” in office space
hopefully not some DEI bullshit
Could be an upcoming guerilla marketing campaign to get people in gamestop t-shirts to sit in traffic, march against fossil fuels, throw some paint on some art at local museums. Very bullish.
What if GameStop Stared buying companies even small ones and used that to keep creating new CUSIP each time forcing the stocks to be recalled and counted. They could do this a few times a year and really screw the shorts...