Anjney Midha
👤 SpeakerAppearances Over Time
Podcast Appearances
No, generational runs are used for people who are retiring.
Oh, yeah.
No, I think we should talk about something more interesting.
Let's talk about eBay.
Let's talk about eBay.
Okay.
What you got?
Okay.
So, so here's what I'm thinking.
And I want you guys to kind of spar with me, right?
I looked at the, you know, Ryan did this CNBC interview and everybody's like pinging me and saying, Oh my God, this makes no sense.
Blah, blah.
And, and so here's my, my take on it.
Okay.
Which is that like, if you read the GameSock deck, like carefully for eBay,
most of what's been said about the deal in the last 48 is basically totally wrong.
I read, I was just before jumping on, I was reading Michael Burry's piece on it, which you guys should check out.
And he's right that the leverage is pretty tight, but I think he's answering the wrong question.
And so is Ryan on CNBC, where he's, you know, they keep asking him like,
Where's the cash?