EBAY - eBay Inc.

Mentioned as owned in portfolio, no explicit recommendation.

Cited as a company famous for doing buybacks, taking advantage of volatility by repurchasing shares when the stock price declines.

Boyle describes eBay as having executed a successful corporate turnaround under new CEO, with 17% sales growth in Q1, 135 million active buyers, and stock up 130% since start of 2024. The bid is described as unsolicited and unlikely to succeed. eBay's fundamentals appear sound independent of the takeover attempt.

Givens discusses eBay as the acquisition target, noting its $48B market cap, $4B+ annual EBITDA, and slowing growth. He views eBay as a tool for Cohen's financial engineering rather than giving a direct buy/sell recommendation on eBay itself.

Had an amazing quarter, up a lot. Defended against AI disruption arguments - authentication, escrow, ratings, and network effects make it hard to displace. Chris Patel posted about how you can't vibe code away eBay.

$750K big money trade buying February 2026 $87.50 strike calls. Stock filled a major gap down to $79-$80 and is now running up. Targeting a gap fill to the upside with resistance near $88.50.

Host cites eBay's Q2 2025 revenue of $2.7 billion, up 6% year-on-year, noting the platform has pivoted successfully into niches like collectibles, vintage items, refurbished tech, and trading cards where loyal buyers prefer eBay over Amazon.