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

OFRM · long

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

OFRM $695M

Value Investors Club May 27

Solitron Devices (SODI)

Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…

SODI $71M

Underlying Value Mar 20

Doubling Down on Iran and OXY

Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…

OXY $56B

Open Insights Mar 20

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

TIC $1.9B

Kairos Research Mar 19

Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube

Shift4 Payments earns 50 to 60 basis points on SkyTab volume while acquiring merchant networks, driving 39% annual GRLNF growth since 2021…

FOUR $3.1B

Modern Value Investing Mar 15

Pershing Square U.S. and Pershing Square Inc. Dual Listings

Pershing Square plans dual IPOs of PSUS and management company PSI, granting 20 PSI shares for every 100 PSUS shares to counter closed-end…

PS $20B

Eagle Point Capital Mar 14

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $318M

Rod’s Ruminations Mar 13

Single Stock Spotlight #4: Global Payments (GPN)

Global Payments trades below 6 times adjusted earnings and about 7 times free cash flow amid Worldpay, competition and debt concerns.

GPN $22B

Hidden Rock Capital's Newsletter Mar 13

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $59M

Rod’s Ruminations Mar 13

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…

VEEV $42BCLBT $2.9B

Sleep Well Investments Mar 12

Monday, September 21, 2026

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

Ian Bezek on X

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