{"id":37175,"date":"2025-12-16T15:23:47","date_gmt":"2025-12-16T19:23:47","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=37175"},"modified":"2025-12-16T15:52:38","modified_gmt":"2025-12-16T19:52:38","slug":"cant-stop-gamestop","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/cant-stop-gamestop\/","title":{"rendered":"can\u2019t stop GameStop"},"content":{"rendered":"
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Cassandra Unchained<\/a><\/b><\/td>\n<\/tr>\n
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Free article to everyone. The $GME<\/a> Big Short Squeeze Prequel, play-by-play with the emails, filings. If one takes the time to read everything in here, including all the attachments, one will see it again through Beary Burry\u2019s eyes. Enjoy! Again, my apologies for the delay, I hope pic.x.com\/PPORjiRFa6<\/span><\/a><\/td>\n<\/tr>\n
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Dr. Michael Burry just dropped a fascinating free Substack piece \u2013 the “prequel” to the 2021 GameStop saga. It’s a detailed chronicle of his early investment thesis from 2018-2020, when GME was deeply undervalued with massive cash reserves, upcoming console catalysts, and aggressive share buybacks that retired 37% of outstanding shares at an average of just $5.21 \u2013 all while facing extreme short interest.<\/div>\n
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He shares his letters to the board advocating for those buybacks and even his in-person meeting with Ryan Cohen. Burry clarifies the mechanics of the eventual squeeze: not primarily from naked shorts, but a classic gamma squeeze driven by retail options buying forcing market makers to hedge with shares.<\/div>\n
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Today, with GameStop sitting on ~$4.6 billion in cash, a ~$10 billion market cap, and still ~16% short interest, the foundation remains intriguing. He teases a potential “sequel” ahead.<\/div>\n
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As a long-time GME holder (since January 28, 2021) and GameStop Director, I always appreciate thoughtful, data-driven perspectives like this \u2013 especially from someone who saw the value so early. The journey continues.<\/div>\n
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Strong fundamentals + disciplined execution + time = compelling outcomes. <\/div>\n
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Chapter 1 to Chapter 14\u2019s an \u201cEaster Egg\u201d at <\/span>#ch1 to #ch14. Including #ch2 which\u2019s chapter 2 at my hotel in Napa California<\/span><\/div>\n

http:\/\/www.youtube.com\/watch?v=ejeIz4EhoJ0<\/span><\/p>\n


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On 09-09-39, “What They Will NEVER Teach You at Stanford Business School” debuts at 300 w 44th St at New York Fashion Week’s front row
\n<\/span>http:\/\/www.youtube.com\/watch?v=QXIaNZi3mHQ<\/span><\/span><\/div>\n

\nWhat A Super Model Can Teach a Harvard MBA About Credit <\/span>www.slideshare.net\/larrychiang\/what-a-super-model-can-teach-a-harvard-mba-about-credit<\/a><\/span><\/span><\/p>\n

American Express hosts me mentoring you about FICO scores at New York Fashion Week
\n<\/span>t.co\/inxTmZAj<\/a><\/span><\/span><\/p>\n

My video boils down 20,000 hours and moves you to the right on the entrepreneur bell curve 
\n<\/span>http:\/\/www.youtube.com\/watch?v=eudADPfTWiE<\/span><\/span>
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Steve Jobs Texted me on 650-283-8008 in the same way that Mr Jobs called Bill Hewlett <\/span><\/span>https:\/\/x.com\/superSaiyanSkai\/status\/1941392367304761636\/video\/1<\/a><\/span><\/div>\n

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Larry Chiang<\/span><\/span><\/div>\n
Fund of Founders<\/span><\/div>\n
Founding Stanford EIR<\/span><\/div>\n
@duck9 alum, Deeply Understood Capital Credit Chinese Knowledge 9<\/span><\/div>\n
Solo Founder Uber API<\/span><\/div>\n
650-566-9600 Office<\/span><\/div>\n
650-566-9696 Direct<\/span><\/div>\n
Cell: 415-720-8500 <\/span><\/div>\n
650-283-8008 (cell)<\/span><\/div>\n

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Editor of the widely syndicated “What They Don’t Teach at School”
\n<\/span>whattheydontteachyouatstanfordbusinessschool.com\/blog<\/a><\/span><\/span><\/p>\n

CNN Video Channel: <\/span>ireport.cnn.com\/people\/larrychiang<\/a><\/span><\/span><\/p>\n

Read my last 10 X posts at <\/span>www.X.com\/LarryChiang<\/a><\/span><\/span><\/p>\n

Author of #WTDTYASBS a NY Times Bestseller released 09-09-09 at #NYFW on a runway under the tents
\n<\/span>whattheydontteachyouatstanfordbusinessschool.com\/blog\/?s=Ny+times+bestseller<\/a><\/span><\/span><\/p>\n

<\/span>www.fastcompany.com\/embed\/c0d4562ea2049<\/a><\/span><\/span><\/p>\n

52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering
\n<\/span>http:\/\/www.youtube.com\/watch?v=vDBY0GkI3-g<\/span><\/span><\/p>\n

Emergency swings and cutting deals as an 9 year old
\n<\/span>http:\/\/www.youtube.com\/watch?v=OFGY7v9C4G0<\/span><\/span><\/p>\n

Hunter Pence shared thoughts before winning WORLD SERIES’ Game #7
\n<\/span>http:\/\/www.youtube.com\/watch?v=usu0luYy9pw<\/span><\/span><\/p>\n


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    Cassandra Unchained \u2066\u202a@michaeljburry\u202c\u2069 Free article to everyone. The $GME Big Short Squeeze Prequel, play-by-play with the emails, filings. If one takes the time to read everything in here, including all the attachments, one will see it again through Beary Burry\u2019s eyes. Enjoy! Again, my apologies for the delay, I hope pic.x.com\/PPORjiRFa6   12\/16\/25, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-37175","post","type-post","status-publish","format-standard","hentry","category-venture-capital"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/37175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=37175"}],"version-history":[{"count":1,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/37175\/revisions"}],"predecessor-version":[{"id":37176,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/37175\/revisions\/37176"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=37175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=37175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=37175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}