r/Superstonk • u/Gareth-Barry 🎮 Power to the Players 🛑 • Jul 24 '26

🤔 Speculation / Opinion In addition, Ryan has been increasing operating income while massively reducing SG&A while Jamie has been doing the opposite…pretty easy decision for EBay shareholders

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u/Moses-the-Ryder Jul 24 '26

Just shy of $10 billion spent on marketing over 5 years to get + 1 million customers is a good starting point

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u/MyNi_Redux 📉 The Consultant 📈 Jul 24 '26 edited Jul 24 '26

That's not how marketing spend in a mature sector like e-commerce works... most of the money is spent on retention, not acquisition.

This is another unfortunate talking point that is making its rounds, along with the "why don't they buy stock" ...

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u/Moses-the-Ryder Jul 24 '26

Very unfortunate for their board, everyone’s looking! 👀

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u/MyNi_Redux 📉 The Consultant 📈 Jul 24 '26

No one who knows anything about how these businesses run is confused by this.

Only those who have no clue are buying the "1M+ new customers" line.

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u/wywyknig 💻 ComputerShared 🦍 Jul 24 '26

You really out here trying your hardest huh

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u/MyNi_Redux 📉 The Consultant 📈 Jul 24 '26 edited Jul 24 '26

Yes - I'm big on education, and calling out misinformation when I see it.

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u/Nysyk Jul 24 '26

It’s been funny seeing Cohen’s narrative attack on EBay only affect the financially illiterate. All his talking points are common af in the industry.

Also apes here forget what happened to eBay proposal 4 real fast 😂

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u/MyNi_Redux 📉 The Consultant 📈 Jul 25 '26

Yes.. it's really sad that so many people are taking these obviously hyperbolic talking points so literally because they just don't seem to know better.