Bullpen.News From Edwin Dorsey
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Monday, September 21, 2026

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GameStop Is Extreme Deep Value

GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store economics.

GME $12B
The Value Road 7 clicks

From X

@leevalueroach 4 clicks

Lee Roach on X

The crazy thing about $GME is that the entire financial media has no idea the core business has turned around. Gross margins are at all time highs. Unit economics at the store level the best they have ever been. Nat Turner is one of the most strategic board members and is completely missed by legacy and dying media. The company owns 10% of eBay. Six years ago it was dying. And management is buying stock hand over fist. Ryan Cohen just picked up another $26 million today. I’ve been looking at deep value stocks for years. And this one has all the things I look for. See more here: https://t.co/W8q9tPCX8Y

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[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

CSGP $12B
scuttleblurb 4 clicks

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $11B
TSOH Investment Research 1 click

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $85B
Latticework by MOI Global 4 clicks

Brookfield of Dreams

Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…

BN $85B
Net Interest
NXPI · long

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

NXPI $55B
Value Investors Club 1 click

Under The Hood - Rollins ($ROL)

Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…

ROL $16B
Bearhold Research

Adobe

Adobe’s bear case is that generative AI breaks new-user habit formation, leaving its professional base sticky but aging as growth slows and…

ADBE $99B
Bearstone

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

VRSK $22B
scuttleblurb 1 click

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

BRO $22B
Eagle Point Capital

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $53B
Net Interest

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