Monday, September 21, 2026

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 Sep 21 7 clicks

Sep 21 COHR $59B

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Irrational Analysis 3 clicks

Sep 21 CTVA $54B

Quick Value #331 - Corteva / Vylor Spin-Off

Value Don't Lie 5 clicks

From X

@Mike10947310 May 29

Mike on X

Is there a specific reason for recent weakness in names like $LITE? Everything I see out recently e.g. the Rosenblatt note seems strongly bullish. Maybe just momentum capital flowing elsewhere? (Which would make this dip attractive potentially)

@LaughingH20Cap May 29 2 clicks

Laughing Water Capital on X

@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.

@mavix_leon May 29 2 clicks

mavix on X

I just published my Portfolio Update for May 2026. It includes: ▫️My current portfolio & position sizes ▫️Earnings Updates about $YSN, $SLYG, $LEAT, $4058, $CIRC.MI, $BRM.V ▫️Recent news about $TRT.L, $4058, $CIRC.MI, $EVO https://t.co/ZFcIyaEFr7

@TimyanBankAlert May 28 2 clicks

Timyan Bank Alert on X

Canadian Imperial Bank exiting its Caribbean ops $NTB Butterfield to acquire control of CIBC Caribbean in $1.8 billion transaction https://t.co/SlU2Q0Lfxz

@cfrischer1 May 27

Charles Frischer on X

$NN OIRA posted they are taking a meeting on June 10th from opposition party. Might mean that June 3rd blog announcement is off the table. Explains today’s stock weakness. Patience will be required but likely rewarded. Balance sheet getting much stronger with warrant redemption

@ActAccordingly May 27 1 click

PAA Research on X

As it pops 10% on a solid quarter and guide, I find myself trying to remind the young ones that just THREE YEARS AGO, $ANF was the $MU/$SNDK of its time. Yes, it's true. The stock went up 10x in 18-months.... Now they continue to hammer away at the sharecount at a 7-10% annual rate, manage inventory levels tightly, and hope that teenagers can still find jobs this summer to buy low rise baggy jeans at #hollister

@DevinLaSarre May 24

Devin LaSarre on X

Newest out. Imperial Brands: Solemn "H1'26 note" $IMBBY $LOG $PM $BTI $MO $STG $HAYPP https://t.co/I4RBnYWMGS

@LaughingH20Cap May 21 4 clicks

Laughing Water Capital on X

@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.

[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 $12BZG $7B

scuttleblurb Sep 21 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 $12B

TSOH Investment Research Sep 21 1 click

The Monday Morning Briefing

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

BN $82B

Latticework by MOI Global Sep 21 4 clicks

Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside

Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…

GPC $18B

Value Capital Research Sep 21 2 clicks

Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO

Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.

MTN $4.9BGEO $3.9B

Ian’s Insider Corner Sep 20 7 clicks

Deep Dive: Brookfield Corporation

Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…

BN $82BBAM $72B

Capitalist Letters Sep 20 2 clicks

Southwest Airlines: Buy The Transformation Despite The Oil Shock

Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…

LUV $20B

Dhierin Bechai Sep 20 2 clicks

Thoughts on GFL’s Take Private - Is Dovigi Indifferent?

GFL’s take-private process has drawn KKR, Blackstone, Brookfield and IFM, while CEO Patrick Dovigi signals he will accept only the right…

GFL $15B

310 Value’s Newsletter Sep 19 2 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 $82B

Net Interest Sep 19

Karman: Why I'm Upgrading To Buy After A 68% Drop

Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…

KRMN $4.4B

Dhierin Bechai Sep 19 1 click

MSI · long

Motorola Solutions INC

Motorola Solutions’ core value proposition remains intact after business changes since 2022, supporting a growth-at-a-reasonable-price…

MSI $77B

Value Investors Club Jun 23 2 clicks

Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.

FICO $19B

Steve Eisman Sep 18 2 clicks

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…

NTDOY $61B

Yet Another Value Podcast Sep 18 1 click

Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

DASH $81B

MBI Deep Dives Sep 18 1 click

Planet's Next Constellation Is Bigger Than Just An Upgrade

Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…

PL $6B

Petri Dish Reports Sep 18 2 clicks

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2B

Mispriced Assets Sep 18 3 clicks

Generac: Amazon Gives The Story More Credibility

Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…

GNRC $12B

Fernanda Galvez Jalil Sep 18

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

GRAB $13B

Rebound Capital Sep 18 1 click

Quantum Computing: Continuing To Evolve And Transition From The Lab To Commerce

Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…

QUBT $2B

Marc Gerstein Sep 18

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $3.4B

Monte Independent Investment Research Sep 18 1 click

Monday, September 21, 2026

Mike on X

Laughing Water Capital on X

mavix on X

Timyan Bank Alert on X

Charles Frischer on X

PAA Research on X

Devin LaSarre on X

Laughing Water Capital on X

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