The Birth of Teddy Holdings: The Marketpalce That Rivals Amazon

$GME DD about MOASS is out!!! This is 2/3 I have released for this week!!! In the next one, I will lay out Ryan Cohen’s entire plan. It’s going to be very good. I will drop it live on @ThePPseedsShow TOMORROW at 7pm central!!! As I said earlier, none of you are hype enough for this week. Get ready, the suppression window closes on Thursday! The music is about to officially stop. See you there!!!!

BAD NEWS EARLY, GOOD NEWS ON TIME. There are two versions of a proxy statement. The preliminary proxy (PRE 14A) is the draft. It files with the SEC for review. The SEC has roughly ten days to review it. If they don’t send a comment letter, the company is clear to file the definitive version. The definitive proxy (DEF 14A) is what shareholders actually vote on. It does not go through a second review period. It’s effective immediately. GameStop filed its PRE 14A at market close on May 11th. The DEF 14A can file as early as May 21st. The annual meeting is June 8th. The definitive proxy files between May 21st and roughly May 26th. That’s the window. — Every proxy opens with a letter to stockholders. It’s not a proposal or a voting item. I’ve attached ours below. 150 words. The comp gets one paragraph. The 2.5 billion share authorization gets one sentence. Acquiring companies is never mentioned. The only forward-looking language is seven words: “when the right opportunity arises.” That’s a placeholder. This letter was never meant to be finished. — Now think about what shareholders are walking into on June 8th with this letter as their only context. The Comp Package 171.5 million shares in performance options. Milestones up to $100 billion market cap. The letter mentions the $20 billion floor. It doesn’t mention the $100 billion ceiling. It doesn’t explain why those targets exist for $GME. The Share Authorization 2.5 billion total authorized shares. “When the right opportunity arises” is the entire explanation. The Backdrop A $55.5 billion bid for eBay just got publicly rejected as “neither credible nor attractive.” Without additional context, every proposal fails. Cohen built this meeting agenda. He knows it’s insufficient. You know it’s insufficient. Which means the definitive letter is different. — The proposals won’t change. The SEC reviewed them. They have to stay consistent. But the shareholder letter is not a proposal. It’s disclosure. Expanding disclosure between preliminary and definitive isn’t just permitted. It’s encouraged. The preliminary letter is 150 words. The definitive letter could be 1,500. The proposals stay identical. The context changes everything. — Here is my prediction. Bookmark it. The definitive proxy shareholder letter is where Cohen reveals the holding company. ‘We pursued the largest marketplace acquisition. We were rejected. Our stock is undervalued when the market sees a video game retailer.’ The solution isn’t to abandon the strategy. The solution is to change what our stock represents. A parent entity — with GameStop as its core subsidiary — building a diversified conglomerate. The 2.5 billion shares are the authorized pool for that structure. The comp milestones to $100 billion aren’t for a retailer. They’re for the parent. Delaware Section 251(g) allows a corporation to reorganize into a holding company without a shareholder vote. Google did this in 2015 when it became Alphabet. Each share converted 1:1. No dilution. No taxable event. The board executed it unilaterally. The reorganization is 1:1 — no new shares needed. But the moment the holdco exists, Cohen needs shares for everything that comes after. The share authorization IS the holdco vote. The comp approval IS the holdco vote. Every proposal on June 8th is a piece of the same structure. The letter is what connects them. — Cohen can’t walk into June 8th with a 150-word letter and ask for 2.5 billion shares on trust alone. Not after $EBAY. Not with $100 billion milestones. He built a meeting agenda where every item is incoherent without the reveal. All three point at the same door. The shareholder letter opens it. The DEF 14A files between May 21st and May 26th. The letter expands. The vision is disclosed. June 8th. BAD NEWS EARLY GOOD NEWS ON TIME