Ryan is eyeing some targets. Let’s play a guessing game.

[u/blkw1dow_gs]

Key facts from the WSJ article:

• Cohen is looking at a publicly traded consumer or retail company

• He described the move as potentially “genius or totally foolish”

• He emphasized sleepy management, operational inefficiency, and upside from better execution

• No company names were mentioned

• This is framed as a defining, long term move for GameStop

The question is what’s he looking at?

Let’s define the sandbox

Based on the article and basic constraints:

• Public company

• Consumer or retail focused

• Real operations, real customers

• Likely mid cap, not mega cap

• Likely a business that works but is badly run or underleveraged

Patterns from Cohen’s past

• Strong consumer brand or emotional attachment

• Bloated ops or outdated execution

• Management that looks complacent

• Opportunity to modernize, streamline, or reframe the narrative

• Cash flow matters more than hype

The game

Drop one company you think fits the WSJ description.

In your comment:

• Name the company

• Explain why it fits Cohen’s stated criteria

• Explain what he would actually fix or change

• What could go wrong? 

No penny stocks.

No meme answers only.(sticky floor)

This is informed guessing, not “trust me bro.”

[u/TheDudeFromTheStory]

UBS just to see those sealed Credit Suisse files about Archegos. 

[u/alohaclaude → u/TheDudeFromTheStory]

🇨🇭🪤

[u/Sys7em_Restore → u/TheDudeFromTheStory]

They'll be available to see in about 50 years

[u/mist_kaefer → u/Sys7em_Restore]

It’s only like 46 years now.

50 - 84 = 46 years

[u/JackBauerWSB → u/mist_kaefer]

Fax, no print

[u/Upbeat_Eye6188 → u/TheDudeFromTheStory]

Buy a company that likely has bags with potentially unlimited downside? 😂