I’ve also heard a rumour that GameStop / Ryan Cohen might also be acquiring the Gemini cryptocurrency exchange too. So that could be something to keep an eye and an ear out for.
Yes. Something is getting ready to happen, imo. Lots of capital has been raised in the last few years and the price/book ratio keeps dropping as those balance sheet assets keep building. They need to turn those assets into revenue and profit at some point in order to push the stock price higher. My previous value estimate (when Bitcoin was higher) was around $24 per share using sum of parts method (cash+bitcoin+earnings on a per share basis).
As for possible targets, Burry highlighted ADT ADT -3.79% ▼ as a top candidate due to its cash flow, customer base, and potential operational synergies. Wayfair W +2.32% ▲ was next on his list, mainly because of its logistics network and customer relationships. He also mentioned several other companies that could fit this strategy, including:
Assured Guaranty AGO -0.63% ▼
Penske Automotive Group PAG +0.11% ▲
Mattel MAT -1.59% ▼
Sprouts Farmers Market SFM +5.41% ▲
Sirius XM SIRI +1.23% ▲
In addition, Burry said that casino operators like Wynn Resorts WYNN -1.12% ▼ or MGM Resorts MGM +0.36% ▲ could be interesting alternatives to Wayfair.
Wayfair looks like a trap. Established ecommerce player, but potentially massive liability with suspected involvement in human trafficking and money laundering operations. W "buyout" at low price with potential cleanup operation, but GME would likely be buying a crime scene like Elon with Twitter.Wayfair ($W) is ~$10B marketcap like GME with a single letter ticker which is a sign of it being a cabal darling. They would meltdown if GME took it out. Mercadolibre, MELI, (which I have a tiny stake in) would be better, but it is 10x GME and likely out of reach initially.
This one looks a bit scary (i.e. "credit protection"), but a similar diversified insurance type company might be the type of company needed (massive cashflow generation) to fund a Berkshire Hathaway 2.0 type of acquisition spree. For those not familiar with BH origins, Warren Buffet bought an insurance company that was generating massive positive cashflow with premiums and then used that cashflow to either finance or do acquisitions outright.Common denominator for EACH acquisitions was "additonal, consistent positive cashflow generation" to keep the acquisition cycle going (at very low financing cost).
DISCLAIMER: Not financial advice, do your own research. I have no interest in any of the above companies, except GME and MELI. Companies listed are intended as research jumping off point, not as promotion of those companies or any related parties. GAMESTOP is presumed to be part of the Great Awakening on the "financial market rigging" side of the Deep State fakery/fuckery [tangentially related to silver/metals price rigging].
That's a lot of speculation. It would be awesome if GME turned into a Berkshire Hathaway, but afaik Ryan Cohen has never mentioned that kind of strategy. (Seems like it could fit in to a DJT strategy though.) Would make me happy though.
And re Wayfair, there are lots of ways to acquire things- for example they could purchase the assets without purchasing the company, avoiding the liability traps. Elon Musk purchased a crime scene when he bought Twitter, and it didn't faze him one bit. If WH want to take Wayfair off the board, I'm sure they'll find a way.
Unclear what exactly CEO has said publicly regarding a Berkshire Hathaway type of emulation. However, BH is organized as a holding company, and GME recently changed their corporate structure to a holding company as well. Your position is reasonable, and there are multiple reasons for modifying the corporate structure, and an "acquisition strategy" is just one of those. Ryan continues to be a bit coy, as usual (probably to avoid being targeted and interfered with).
Logically, it makes sense that GME would leverage their balance sheet to buy more revenue and cashflow (acquisitions) in order to increase their Price/Revenue ratio. Balance sheet builds (i.e. Price/Book ratio drop, a measure of assets accumulated by the corporation), typically precede dramatic corporate business expansion in order to nudge the Price/Sales ratio and then the Earnings per share ratio, eventually, as those sales become profitable. This is generally the way "capital raising" gets turned into a higher share price.
This all plays. GME also shook free of all banking advisors and financial "consultants". Even making mention that these 3rd parties are intentionally misleading/spying on clients or at least have terrible business acumen (insinuating that they are in bed w/ hedge funds w/ a massive conflict of interest).
Making a pivot like this, into an insurance company? With upside? Would be MASSIVE for them.
Not only does the share price soar in value from cash flow/interest/more BTC at low points... but this would be the perfect time for Burry and Gill to show off their positions. Triggering FOMO. Market freezes. And most importantly, massive, unrecognizably large, margin calls on phantom shares. All while those phantom shares are being recalled and need to be settled/purchased.
And then? They've got to also cover the warrants issued (GME.WS). Which are ALSO heavily synthetic/shorted to control the price action so it remains sideways.
This is truly the MOASS. M&A is a massive, almost unavoidable, domino that will soon be toppled.
All of this going down while silver is also being obviously suppressed. Trump is making geopolitical gigantic dick moves. And disclosures/declassifications are piling up.
But yeah, all just a perfect coincidence with perfect timing!
[Comment copied from another reply of mine below - not spamming, it's just relevant in both places!]
GME also shook free of all banking advisors and financial "consultants". Even making mention that these 3rd parties are intentionally misleading/spying on clients or at least have terrible business acumen (insinuating that they are in bed w/ hedge funds w/ a massive conflict of interest).
Making a pivot like this, into an insurance company? With upside? Would be MASSIVE for them.
Not only does the share price soar in value from cash flow/interest/more BTC at low points... but this would be the perfect time for Burry and Gill to show off their positions. Triggering FOMO. Market freezes. And most importantly, massive, unrecognizably large, margin calls on phantom shares. All while those phantom shares are being recalled and need to be settled/purchased.
And then? They've got to also cover the warrants issued (GME.WS). Which are ALSO heavily synthetic/shorted to control the price action so it remains sideways.
This is truly the MOASS. M&A is a massive, almost unavoidable, domino that will soon be toppled.
All of this going down while silver is also being obviously suppressed. Trump is making geopolitical gigantic dick moves. And disclosures/declassifications are piling up.
But yeah, all just a perfect coincidence with perfect timing!
I think that RC buys something that will make the company worth at least 20b on paper. That will raise the price. Then maybe some margin calls happen and halts happen. Then DJT releases their token counts confirming that massive shorts exist. The TAE/DJT merger makes it a NAT SEC issue and the squeeze is allowed to happen because they are terrorists at this point.
Then RC sells new stock into MOASS and then can buy other companies at Fire Sale prices.
That's how RC makes the instant Berkshire that DR Michael Burry was talking about.
I can't see how RC makes an instant Berkshire any other way.
GME MENTIONED.
I’ve also heard a rumour that GameStop / Ryan Cohen might also be acquiring the Gemini cryptocurrency exchange too. So that could be something to keep an eye and an ear out for.
Yes. Something is getting ready to happen, imo. Lots of capital has been raised in the last few years and the price/book ratio keeps dropping as those balance sheet assets keep building. They need to turn those assets into revenue and profit at some point in order to push the stock price higher. My previous value estimate (when Bitcoin was higher) was around $24 per share using sum of parts method (cash+bitcoin+earnings on a per share basis).
Well it’s been bloody long enough. I’m ready to be a retired multimillionaire already 😂
Article referenced in title: https://www.tipranks.com/news/michael-burry-names-the-companies-he-thinks-gamestop-should-acquire
AGO profile: https://www.marketwatch.com/investing/stock/ago/company-profile?mod=mw_quote_tab
Assured Guaranty AGO -0.63% ▼
Penske Automotive Group PAG +0.11% ▲
Mattel MAT -1.59% ▼
Sprouts Farmers Market SFM +5.41% ▲
Sirius XM SIRI +1.23% ▲
Wayfair looks like a trap. Established ecommerce player, but potentially massive liability with suspected involvement in human trafficking and money laundering operations. W "buyout" at low price with potential cleanup operation, but GME would likely be buying a crime scene like Elon with Twitter. Wayfair ($W) is ~$10B marketcap like GME with a single letter ticker which is a sign of it being a cabal darling. They would meltdown if GME took it out. Mercadolibre, MELI, (which I have a tiny stake in) would be better, but it is 10x GME and likely out of reach initially.
Other relevant articles:
30JAN2026; "GameStop CEO has a Plan to Earn his $35B Bonus: Acquire a Massive Publicly Traded Company in a “Genius, Or Totally Foolish” Move": https://wccftech.com/gamestop-ceo-has-a-plan-to-earn-his-35b-bonus-acquire-a-massive-publicly-traded-company-in-a-genius-or-totally-foolish-move/
29JAN2026 (WSJ PAYWALL); "The GameStop CEO Has an Audacious Plan to Clinch His $35 Billion Payday": https://www.wsj.com/finance/stocks/gamestop-ceo-plans-e8440c4b [somebody please archive to get around paywall and post link]
This one looks a bit scary (i.e. "credit protection"), but a similar diversified insurance type company might be the type of company needed (massive cashflow generation) to fund a Berkshire Hathaway 2.0 type of acquisition spree. For those not familiar with BH origins, Warren Buffet bought an insurance company that was generating massive positive cashflow with premiums and then used that cashflow to either finance or do acquisitions outright. Common denominator for EACH acquisitions was "additonal, consistent positive cashflow generation" to keep the acquisition cycle going (at very low financing cost).
DISCLAIMER: Not financial advice, do your own research. I have no interest in any of the above companies, except GME and MELI. Companies listed are intended as research jumping off point, not as promotion of those companies or any related parties. GAMESTOP is presumed to be part of the Great Awakening on the "financial market rigging" side of the Deep State fakery/fuckery [tangentially related to silver/metals price rigging].
That's a lot of speculation. It would be awesome if GME turned into a Berkshire Hathaway, but afaik Ryan Cohen has never mentioned that kind of strategy. (Seems like it could fit in to a DJT strategy though.) Would make me happy though.
And re Wayfair, there are lots of ways to acquire things- for example they could purchase the assets without purchasing the company, avoiding the liability traps. Elon Musk purchased a crime scene when he bought Twitter, and it didn't faze him one bit. If WH want to take Wayfair off the board, I'm sure they'll find a way.
Unclear what exactly CEO has said publicly regarding a Berkshire Hathaway type of emulation. However, BH is organized as a holding company, and GME recently changed their corporate structure to a holding company as well. Your position is reasonable, and there are multiple reasons for modifying the corporate structure, and an "acquisition strategy" is just one of those. Ryan continues to be a bit coy, as usual (probably to avoid being targeted and interfered with).
Logically, it makes sense that GME would leverage their balance sheet to buy more revenue and cashflow (acquisitions) in order to increase their Price/Revenue ratio. Balance sheet builds (i.e. Price/Book ratio drop, a measure of assets accumulated by the corporation), typically precede dramatic corporate business expansion in order to nudge the Price/Sales ratio and then the Earnings per share ratio, eventually, as those sales become profitable. This is generally the way "capital raising" gets turned into a higher share price.
This all plays. GME also shook free of all banking advisors and financial "consultants". Even making mention that these 3rd parties are intentionally misleading/spying on clients or at least have terrible business acumen (insinuating that they are in bed w/ hedge funds w/ a massive conflict of interest).
Making a pivot like this, into an insurance company? With upside? Would be MASSIVE for them.
Not only does the share price soar in value from cash flow/interest/more BTC at low points... but this would be the perfect time for Burry and Gill to show off their positions. Triggering FOMO. Market freezes. And most importantly, massive, unrecognizably large, margin calls on phantom shares. All while those phantom shares are being recalled and need to be settled/purchased.
And then? They've got to also cover the warrants issued (GME.WS). Which are ALSO heavily synthetic/shorted to control the price action so it remains sideways.
This is truly the MOASS. M&A is a massive, almost unavoidable, domino that will soon be toppled.
All of this going down while silver is also being obviously suppressed. Trump is making geopolitical gigantic dick moves. And disclosures/declassifications are piling up.
But yeah, all just a perfect coincidence with perfect timing!
🤞
RC has said directly they will be doing something "Similar to Berkshire Hathaway".
https://greatawakening.win/p/1ARws5k2bK/x/c/4eZDW5dinlT
This insurance company buy play bigly.
[Comment copied from another reply of mine below - not spamming, it's just relevant in both places!]
GME also shook free of all banking advisors and financial "consultants". Even making mention that these 3rd parties are intentionally misleading/spying on clients or at least have terrible business acumen (insinuating that they are in bed w/ hedge funds w/ a massive conflict of interest).
Making a pivot like this, into an insurance company? With upside? Would be MASSIVE for them.
Not only does the share price soar in value from cash flow/interest/more BTC at low points... but this would be the perfect time for Burry and Gill to show off their positions. Triggering FOMO. Market freezes. And most importantly, massive, unrecognizably large, margin calls on phantom shares. All while those phantom shares are being recalled and need to be settled/purchased.
And then? They've got to also cover the warrants issued (GME.WS). Which are ALSO heavily synthetic/shorted to control the price action so it remains sideways.
This is truly the MOASS. M&A is a massive, almost unavoidable, domino that will soon be toppled.
All of this going down while silver is also being obviously suppressed. Trump is making geopolitical gigantic dick moves. And disclosures/declassifications are piling up.
But yeah, all just a perfect coincidence with perfect timing!
I think that RC buys something that will make the company worth at least 20b on paper. That will raise the price. Then maybe some margin calls happen and halts happen. Then DJT releases their token counts confirming that massive shorts exist. The TAE/DJT merger makes it a NAT SEC issue and the squeeze is allowed to happen because they are terrorists at this point.
Then RC sells new stock into MOASS and then can buy other companies at Fire Sale prices.
That's how RC makes the instant Berkshire that DR Michael Burry was talking about.
I can't see how RC makes an instant Berkshire any other way.