
The Best One Yet đšď¸âeBayStopâ â GameStopâs craziest idea. Frosted Flakesâ toy comeback. Jane Streetâs nerd $$$. +Cheap Guac
14 snips
May 5, 2026 A wild takeover plan merging brick-and-mortar and live online selling. Deep dive into the financing and meme-stock mechanics behind a billion-dollar bid. Nostalgia returns as cereal box toys make a comeback for a new generation. Inside the secretive quant firm that just posted huge trading gains. Plus quick hits on cheap avocados and Cinco de Mayo timing.
AI Snips
Chapters
Transcript
Episode notes
Avocado Prices Plunge After Record Mexican Harvest
- Avocado prices dropped to 10-year lows due to Mexico's record harvest and expanded avocado acreage, making avocados up to 20% cheaper year-over-year.
- Kroger avocados averaged under $1 and HEB sold small avocados for $0.45.
Meme Stock Power Used As Financing Tool
- Ryan Cohen sent a one-page DocuSigned letter publicly announcing a bid and hinted at a TD Bank pre-qualification for up to $20B.
- He proposed selling unlimited GameStop stock to raise cash, leveraging meme-investor loyalty as an ATM.
GameStop's Live Commerce Ambition
- Ryan Cohen pitched GameStop buying eBay to combine 1,600 GameStop stores with eBay's marketplace to create live commerce studios.
- He envisions stores as streaming hubs for influencers selling collectibles, betting US shopping will shift to live commerce like China's 60% share.
