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
Back to today 
From X
Myles on X
$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW
Chris Camillo on X
spent a couple hrs this wk on $LULU research, as i do with numerous retailers during back to school and holiday season. lots of conflicting data and a tough setup to handicap going into the report. often the best trade is the one you don’t make. https://t.co/z3xvfjOsRE
Trevor Scott on X
Where were the signs $LULU https://t.co/B1RLkiGdlH
PAA Research on X
$OXM getting "LULUed" after hours following a huge guide lower. Apparently people are tired of the floral prints at Lily Pulitzer. Less bright colors they said. Tepid demand for $150 quarter zips at #southerntide isn't helping matters either. The market seems to think that $0.70 quarterly dividend is at HUGE risk. No position.
BuccoCapital Bloke on X
$IOT 13% after hours. Monster company firing on all cylinders https://t.co/Zfo3Wy7qxN
Ian Bezek on X
@LatamData Medellín will keep taking relative share from Bogota. Underappreciated driver for $asr
Trevor Scott on X
$LULU Hilariously bad guide -15% AH "For Q3 of 2026, the Company expects net revenue to be in the range of $2.290 billion to $2.320 billion, representing a decline of 10% to 11%."
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $262M
- Janus Henderson Investors July 2026 NXT $13B
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
“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…
The Monday Morning Briefing
Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…
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,…
Value Capital Research 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.
🍔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…
Deep Dive: Brookfield Corporation
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
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…
Brookfield of Dreams
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
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…
Dhierin Bechai 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…
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…
Dhierin Bechai 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.
$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…
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…
QNT: The 100× Question
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
Generac: Amazon Gives The Story More Credibility
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
Fernanda Galvez Jalil 
Deep Dive: Grab Holdings ($GRAB)
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
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…
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Every account on this site, hand-picked.
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💥PETITION💥
A Capital
AltayCap
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BDC
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catechwilliams
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Chris Camillo
Clark Square Capital
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Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
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Myles
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Negligible Capital
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Odd Lot Arbitrageur
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Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
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ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
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- Cedar Creek Partners
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- Donville Kent Asset Management Inc.
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- Invenomic Capital Management
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- Laughing Water Capital
- Lindsell Train Limited
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- Markel Group
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- Merion Road Capital
- Myrmikan Capital, LLC
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- Sequoia Fund
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Sectors
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