@ValueAddedRS ValueAddedRS
Forensic eBay-marketplace watchdog dismantling management's metrics with deep institutional memory
Produces original, source-cited investigative analysis of eB
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 85% hit rate, +0.13% mean alpha, trader score +1.90. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 70 mentions with price data).
ValueAddedRS is overwhelmingly focused on EBAY, with a skeptical governance/legal read rather than an outright trading call. The author repeatedly surfaces stalking-scandal litigation, shareholder-rights resistance, insider-sale notices, seller-policy friction, and regulatory compliance questions, while still acknowledging EBAY as the better marketplace asset versus Mercari US. No CALL_DIRECTIONAL trades appeared; the only position disclosure says the author does not own EBAY.
The author’s coverage is concentrated on EBAY, with recurring bearish emphasis on governance, legal overhang, seller trust, and regulatory compliance. Conviction appears most concentrated in the renewed stalking-scandal civil-trial narrative and Proposal 4 shareholder-rights failure, while late-week posts also show a constructive offset that EBAY remains a better marketplace asset than Mercari US. There are no disclosed directional trades or adds/trims, and the only position disclosure says the author does not own EBAY.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | EBAY | @ValueAddedRS | +0.00 | Depop drops seller fees in Australia and shifts costs to buyers while eBay deal under UK review. | — | tweet ↗ |
| 2026-07-02 | ETSY | @ValueAddedRS | +0.15 | Depop drops seller fees in Australia and shifts costs to buyers while eBay deal under UK review. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.45 | Criticizes eBay forum search suppression involving GameStop search terms. | — | tweet ↗ |
| 2026-07-02 | GME | @ValueAddedRS | +0.10 | Criticizes eBay forum search suppression involving GameStop search terms. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.50 | Suggests eBay does not want sellers finding out about GameStop due to search issue. | — | tweet ↗ |
| 2026-07-02 | GME | @ValueAddedRS | +0.10 | Suggests eBay does not want sellers finding out about GameStop due to search issue. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.45 | Notes eBay forum search shows no GameStop results despite Google finding active links. | — | tweet ↗ |
| 2026-07-02 | GME | @ValueAddedRS | +0.10 | Notes eBay forum search shows no GameStop results despite Google finding active links. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.35 | Quote criticizes eBay for not reaching out to sellers enough over a decade. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.40 | Contrasts eBay executive media appearance with Ryan Cohen seller engagement. | — | tweet ↗ |
| 2026-07-02 | GME | @ValueAddedRS | +0.15 | Contrasts eBay executive media appearance with Ryan Cohen seller engagement. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.10 | Frames EBAY/GME situation through historical context, but no specific claim. | — | tweet ↗ |
| 2026-07-02 | GME | @ValueAddedRS | +0.10 | Frames EBAY/GME situation through historical context, but no specific claim. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.50 | Cites eBay clawback discussion and $11M+ severance amid named suit context. | — | tweet ↗ |
| 2026-07-02 | EBAY | @ValueAddedRS | -0.50 | Criticizes eBay board compensation and severance decisions for former CEO. | — | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.