All in all, the downside of owning shares is minimal (IMO). Do some research on Cohen and how he managed to turn Chewy into what it has become. The man is a genius and is a determined business mogul; he tapped into the passion that people have for their pets and created a business that encompasses value while being able to compete logistically with Amazon. Passion for gaming is strong and only getting stronger, and I think it is only a matter of time before he is behind the helm and leading the company in a new direction.

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Posted by Upperdecker

St. George, LA

Member since Nov 2014

30636 posts

Posted on 1/19/21 at 8:01 am to itsbigmikey

LINK
This guy has really good DD and has talked to Cohen’s team, worth a read for anyone that’s interested in GameStop long term. He’s teamed up with a few other retail whales that together control 4% of the company

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Posted by hiltacular

NYC

Member since Jan 2011

19691 posts

Posted on 1/19/21 at 12:22 pm to itsbigmikey

quote:
All in all, the downside of owning shares is minimal (IMO). Do some research on Cohen and how he managed to turn Chewy into what it has become. The man is a genius and is a determined business mogul; he tapped into the passion that people have for their pets and created a business that encompasses value while being able to compete logistically with Amazon. Passion for gaming is strong and only getting stronger, and I think it is only a matter of time before he is behind the helm and leading the company in a new direction.

Cohen did a lot of good things with CHWY but the current CEO Sumit has done equal if not more for them. Cohen has had absolutely nothing to do with the company since 2018.

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