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 $62B

[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

@leevalueroach Sep 21 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

@BarbarianCap Sep 21 4 clicks

Barbarian Capital on X

Ethan Allen Launches Search for Next Chief Executive $ETD https://t.co/w9liHmiy2F

@BarbarianCap Sep 21

Barbarian Capital on X

Paramount Settles States’ Antitrust Suit, Clearing Way for Warner Megadeal $WBD https://t.co/KG1Rtmqmvz

@irbezek Sep 21

Ian Bezek on X

What's going down faster, $OPEN's stock price or Rabois' credibility as a geopolitical analyst? https://t.co/ThqR7rsRsO

@leevalueroach Sep 21

Lee Roach on X

Wall Street is missing the turnaround at $GME. They have closed 5,600 stores and gross profit per store has doubled. GameStop is also beginning to open select stores for the first time again. Management buying big in open market. See the full 34-slide deck presentation here: https://t.co/rExF9W5aVI

@cfrischer1 Sep 21

Charles Frischer on X

$OMER Comments from today's investor day with Novo. I think these words are quite bullish for Omeros and their partnership with Novo. https://t.co/ov8OF0gNlQ

@leevalueroach Sep 21 1 click

Lee Roach on X

I published my article on $GME today and @ryancohen bought another $26.4 million shares of the company in the open market. This is on top of the $20 million he bought just a few days ago. Wall Street suits are sleeping on how much of an improvement GameStop has gone through and are drooling all over their big fat bellies instead of looking at the very impressive unit economics and demand as a collectible hub.

@TidefallCapital Sep 21

Trevor Scott on X

@kurniAsept $CSU universe off -2% on a +3% $IGV today is fantastic.

[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 $11B

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 $85B

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 $5BGEO $3.9B

Ian’s Insider Corner Sep 20 7 clicks

🍔New Chapter 11 Bankruptcy Filing - Meritage Hospitality Group Inc.🍔

Meritage Hospitality, a 320-unit Wendy’s franchisee, filed Chapter 11 amid $137 million of bank debt, $391 million of leases and a…

WEN $1.3B

PETITION Sep 20 1 click

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 $85BBAM $74B

Capitalist Letters 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 $85B

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

SLS · short

Sellas Life Sciences Group I

SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.

SLS $2.3B

Value Investors Club May 25

XPEL's Manufacturing Build-Out

XPEL plans to spend $75 million to $150 million on manufacturing, targeting 52-54% gross margins and high-20s EBIT margins by 2028.

XPEL $1.3B

Hidden Gems Investing Feb 10

Ferrari Exploratory Report

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

RACE $73B

Speedwell Memos Feb 10 1 click

Carvana, DriveTime, Hindenburg and Gotham City

Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.

CVNA $47B

Brevarthan Research Feb 9

FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game

FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…

HIMS $7.1B

Modern Value Investing Feb 8

Evolution: 4Q25 Business Update

Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.

EVVTY $16B

Speedwell Memos Feb 6 1 click

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $99B

Bristlemoon Capital Feb 6

My Biggest Position: A Monopoly Priced for Failure

A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…

PBI $2.3B

Treasure Hunting Feb 5 3 clicks

InMode (INMD): Low-risk Take-Private Opportunity Exited

InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…

INMD $834MSOFWF $364M

Underlying Value Feb 2

Mispriced Kalshi Contract: Snapchat Family Center

Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…

SNAP $9.5B

First Strike Research Feb 2

Monday, September 21, 2026

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

Ian Bezek on X

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Charles Frischer on X

Lee Roach on X

Trevor Scott on X

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