In short: The buyer on the other side of Etsy's simplification: eBay completed the purchase of Depop for $1.4 billion (including adjustments and interest) after quarter-end — the second Etsy disposal after Reverb, and the transaction that leaves Etsy "essentially back to being Etsy." Adds a scaled resale/Gen-Z fashion marketplace to eBay's own recommerce push. (Referenced; not a stance call.)
In short: Shorted into the GME-takeover hype near ~$120 (it had run from ~$80) and covered into the drop to ~$104 (now ~$108); skeptical GME can actually fund the cash component of a deal.
Full passage: premium transcript (PDF).
In short: Cole — owned. "The redheaded stepchild of tech" — never Amazon, but good capital structure and returns; has actually outperformed PayPal, once the "more exciting" part of the business.
16:55It's just never been Amazon. It's but but so you know why are we attracted to those two businesses? They to Bill's point earlier they have good capital structures. They produce good returns. Um, in fact, eBay is actually way outperformed PayPal as an example. And PayPal was formerly the more exciting part of the business as an example.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.