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.
Monday, September 21, 2026
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catechwilliams on X
@TheMuffinMan28 SRS is a PE rollout, bit of a hodgepodge of assets. Concentration in landscaping, pool and roofing. No exclusive relationships (GMS is for $AWI, regional duopoly across most categories). End customers are small homebuilders (more competitive, less scale benefit for distributors).
catechwilliams on X
$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.
Little Owl Research on X
@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.
Little Owl Research on X
Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR
catechwilliams on X
$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. https://t.co/JFou9jCYxr
Little Owl Research on X
@marginofdanger @BillAckman Additionally, $HHH as a pure play MPC is much more valuable than the sum of its parts. Though the market doesn't understand it well at the moment it will likely come to appreciate it more as it grows and produces substantial FCF. Patience is key here.
catechwilliams on X
$CART Moved forward its lock-up expiration date to 2/16 (Thursday) from the original 3/19. >65% of the shares will be eligible for sale. COO leaving, just announced a restructuring w ambitious guidance. Almost certainly did so to support the stock in advance of a secondary.
catechwilliams on X
$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums. https://t.co/ANVOiAiZHn
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $454MALM $4B
- Akre Capital Management, LLC Q3 2026 AMT $78B
- Protean Funds August 2026 BVNKF $2.6B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 4549 $501M9301 $3.4B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.3B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
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