GameStop CEO bets his pay on return to glory
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 7 January 2026
⏱️ 4 minutes
🧾️ Download transcript
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New GIFsentiment indicator gauges market mood
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.7 | Good afternoon. Today is Wednesday, January 7th, and I'm your host, Kim Khan. |
| 0:14.1 | Her top story so far, GameStop's CEO is making a moonshot bet on a return to meme-era evaluations. |
| 0:20.3 | GameStop announced that its board |
| 0:21.5 | approved a long-term performance-based stock option award for Chief Executive Ryan Cohen, with no |
| 0:26.7 | guaranteed compensation. The package only pays out if the company hits a series of aggressive |
| 0:30.9 | market value and profit targets. The award covers options on 171.5 million GameStop shares at an exercise price of 26, |
| 0:39.3 | split into nine tranches tied to market cap and cumulative performance EBAA. |
| 0:44.3 | The stock trades around 2175 today. |
| 0:47.3 | And the milestones, they start at a $20 billion market cap and $2 billion in cumulative |
| 0:52.3 | EBITDA and scale up in 10% increments. |
| 0:54.9 | Full vesting requires GameStop to reach $100 billion market cap and $10 billion in cumulative |
| 0:59.2 | EBAA, numbers that would eclipse even the peak of the mean stock frenzy. |
| 1:03.1 | For context, GameStop's current market value is $9.3 billion. |
| 1:07.3 | Its all-time high was $33.7 billion during the 2021 short squeeze. |
| 1:11.7 | Also in the Salary Sphere, new Berkshire Hathaway CEO Greg Abel will receive an annual cash |
| 1:16.9 | salary of $25 million, effective January 1st. |
| 1:20.5 | That's a major jump for Warren Buffett's longtime compensation, a $100,000 base salary, |
| 1:25.5 | and just over $305,000 in additional pay. |
| 1:28.9 | Among active stocks, that's all, folks, at least as far as Warner Bros. Discovery's board is concerned. |
| 1:34.7 | The board unanimously rejected Paramount Skydance's amended tender offer, |
| 1:38.9 | saying it still undervalues the company, leads too heavily on debt, |
... |
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