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#384 - Dr Toghrul Aliyev: GameStop’s Next Chapter: $6 Billion and a Bitcoin Treasury

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Manage episode 488500486 series 2666510
Content provided by Josh Hamilton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Hamilton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

ORDER MY GAMESTOP BOOK - ⁠https://wen-moon.com⁠

In this episode, Dr. Aliyev shares his unexpected journey from a university student with little investing experience to becoming a prominent research analyst, and how a viral Reddit post about cryptocurrency launched his career in finance writing. The conversation covers the evolution of GameStop after its infamous short squeeze, Ryan Cohen’s contrarian leadership style, and the company’s bold new move into Bitcoin as a treasury asset.

Josh and Dr. Aliyev unpack the real numbers behind GameStop’s turnaround, discuss the future of brick-and-mortar gaming retail, and speculate on what’s next for the company—from acquisitions to more crypto investments. They also touch on the cult-like “apes” community, the significance of GameStop’s PowerUp membership program, and what those mysterious Ryan Cohen tweets might (or might not) mean.

00:00 "Late Bloomer's Investing Journey"

04:56 "Student Gains via Viral Crypto Posts"

08:25 Ryan Cohen's Controversial Investment Exit

11:56 "Complacency in Modern Work Culture"

16:32 "Successful Growth Despite Share Dilution"

18:30 GameStop Revenue Decline and Profit Shift

23:09 Ceiling Reached: Focus on Margins

25:04 "GameStop Pro Membership Rebrand"

29:49 Conservative Investment Strategy Debated

33:43 Pivoting from Software to Collectibles

36:50 Board's Likely E-Commerce Focus

39:08 Uncertainty About Financial Actions

43:43 "Diversified Investments Beyond GameStop"

44:33 Investment Decisions and Diverse Options

⁠https://www.ccn.com/analysis/business/why-gamestop-most-misunderstood-stock-in-america/⁠

⁠https://x.com/itsToghrul⁠

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Make Professional Looking Clips In Seconds With Opus - ⁠https://www.opus.pro/?via=ee2b04⁠

Buy Brexit: The Establishment Civil War - ⁠https://amzn.to/39XXVjq⁠

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You can listen to the show on Spotify, Apple, and all major platforms - ⁠https://chatterpodcast.podbean.com/⁠

Watch Us On Odysee.com - ⁠https://odysee.com/$/invite/@TheJist:4⁠

Join My Mailing List - ⁠https://stats.sender.net/forms/dNZK8d/view⁠

Follow Me On Twitter - ⁠https://twitter.com/Give_Me_TheJist⁠

-----------------------------------------------------

Website - ⁠https://thejist.co.uk/⁠

Music from Just Jim – ⁠https://soundcloud.com/justjim⁠

  continue reading

263 episodes

Artwork
iconShare
 
Manage episode 488500486 series 2666510
Content provided by Josh Hamilton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Hamilton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

ORDER MY GAMESTOP BOOK - ⁠https://wen-moon.com⁠

In this episode, Dr. Aliyev shares his unexpected journey from a university student with little investing experience to becoming a prominent research analyst, and how a viral Reddit post about cryptocurrency launched his career in finance writing. The conversation covers the evolution of GameStop after its infamous short squeeze, Ryan Cohen’s contrarian leadership style, and the company’s bold new move into Bitcoin as a treasury asset.

Josh and Dr. Aliyev unpack the real numbers behind GameStop’s turnaround, discuss the future of brick-and-mortar gaming retail, and speculate on what’s next for the company—from acquisitions to more crypto investments. They also touch on the cult-like “apes” community, the significance of GameStop’s PowerUp membership program, and what those mysterious Ryan Cohen tweets might (or might not) mean.

00:00 "Late Bloomer's Investing Journey"

04:56 "Student Gains via Viral Crypto Posts"

08:25 Ryan Cohen's Controversial Investment Exit

11:56 "Complacency in Modern Work Culture"

16:32 "Successful Growth Despite Share Dilution"

18:30 GameStop Revenue Decline and Profit Shift

23:09 Ceiling Reached: Focus on Margins

25:04 "GameStop Pro Membership Rebrand"

29:49 Conservative Investment Strategy Debated

33:43 Pivoting from Software to Collectibles

36:50 Board's Likely E-Commerce Focus

39:08 Uncertainty About Financial Actions

43:43 "Diversified Investments Beyond GameStop"

44:33 Investment Decisions and Diverse Options

⁠https://www.ccn.com/analysis/business/why-gamestop-most-misunderstood-stock-in-america/⁠

⁠https://x.com/itsToghrul⁠

-----------------------------------------------------

Cast-Magic: The World's Most Powerful Content Tool (30% off with code Casting30) - ⁠https://get.castmagic.io/4ktvtch68y67⁠

Make Professional Looking Clips In Seconds With Opus - ⁠https://www.opus.pro/?via=ee2b04⁠

Buy Brexit: The Establishment Civil War - ⁠https://amzn.to/39XXVjq⁠

-----------------------------------------------------

You can listen to the show on Spotify, Apple, and all major platforms - ⁠https://chatterpodcast.podbean.com/⁠

Watch Us On Odysee.com - ⁠https://odysee.com/$/invite/@TheJist:4⁠

Join My Mailing List - ⁠https://stats.sender.net/forms/dNZK8d/view⁠

Follow Me On Twitter - ⁠https://twitter.com/Give_Me_TheJist⁠

-----------------------------------------------------

Website - ⁠https://thejist.co.uk/⁠

Music from Just Jim – ⁠https://soundcloud.com/justjim⁠

  continue reading

263 episodes

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