Rohan Goswami

Problem number two is, look, Andrew's a former colleague.

He's one of the best interviewers of all time.

Generally, when you have the opportunity to make your case to the market and you're given 25 minutes on CNBC to talk about your long shot case, your response isn't, well, I don't know, and this wasn't in the clip, but look at our website and, you know, you're preying on our downfall.

Yeah.

But I think that's part, look, I spent a lot of this morning and this afternoon

talking to advisors on both sides of the aisle here, whether that's the GameStop side or the eBay side.

I talked to folks who've known Ryan for a long time.

I talked to institutional shareholders, trying to get a sense of what the market thinks.

And there was a perception, a very real perception, reaffirmed by this CNBC interview that Ryan is a little bitter

about the way that CNBC and the legacy press treated him in the 2021-2022 run-up where GameStop was on top of the world, where it was the meme-stop frenzy, and where he felt fairly unfairly, like Andrew Ross Sorkin and folks at CNBC, had a target on his back and were kind of out to get him.

And you could see that shine through in the passive-aggressive nature of the interviewer.

The problem, as we sort of talked about just now, is it doesn't really matter what Ryan Cohen thinks.

It doesn't matter what his retail shareholder thinks.

It doesn't, as much as I respect Andrew, matter what Andrew Ross Sorkin thinks.

There was one job that Ryan Cohen had when he got on CNBC's air, and it was to convince institutional shareholders, Vanguard, BlackRock, T. Rowe, any of these big, really sophisticated money managers that, hey, maybe I stand to make a chance at, you know, a buck fifty instead of a buck by going with Ryan Cohen's deal as opposed to sticking with eBay's deal.

Or sticking with eBay stock.

That was his only job, to get those guys on the phone, to get him setting meetings.

None of them, at least the ones that I've spoken to, have any interest in engaging with him, right?

And that's his, like, it's not like, the last time we talked, like a Paramount Skydance, where you had a smaller company going after a bigger company.

There, David Ellison was working the phones.