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 $11B

The Value Road 26h ago 4 clicks

24h ago COHR $62B

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

Irrational Analysis

29h ago CTVA $54B

Quick Value #331 - Corteva / Vylor Spin-Off

Value Don't Lie 3 clicks

From X

@leevalueroach 17h ago 2 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 18h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 18h ago

Barbarian Capital on X

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

@irbezek 20h ago

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 21h ago

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 22h ago

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 22h ago 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 24h ago

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 31h ago 2 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 33h ago 1 click

The Monday Morning Briefing

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

BN $83B

Latticework by MOI Global 35h ago 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 37h ago 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 $4.2B

Ian’s Insider Corner Sep 20 6 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

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 $83BBAM $74B

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

Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…

PFHO $12M

Obscure Stocks Sep 19 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 $16B

310 Value’s Newsletter Sep 19 1 click

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $137M

Value Investors Club Jun 23 2 clicks

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 $3.3B

Monte Independent Investment Research Sep 18 1 click

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.5B

The Market Auditor Sep 18 2 clicks

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

COO $10BRGR $663M

Latticework by MOI Global Sep 18 1 click

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $448M

Crimson And Gold Research Sep 17

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

STM $45BNVTS $2.9B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.1B

Atrium Research - Equity Research Sep 17 2 clicks

Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…

PGNY $2.1B

Robert J. Lake Sep 17

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $8.8B

Hunterbrook Sep 17 1 click

Monday, September 21, 2026

Lee Roach on X

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Barbarian Capital on X

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