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 34h ago 7 clicks

31h ago COHR $62B

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

Irrational Analysis

36h ago CTVA $54B

Quick Value #331 - Corteva / Vylor Spin-Off

Value Don't Lie 3 clicks

From X

@negligible_cap 24h ago 4 clicks

Negligible Capital on X

*ALIBABA TARGETS 20GW OF DATA CENTER CAPACITY BY 2032 *ALIBABA UNVEILS NEW AI CHIP IT CALLS CHINA'S MOST POWERFUL Sounds like a whole lot more capex coming for $BABA https://t.co/iptpqpNPAE

@leevalueroach 25h ago 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

@P_Remarks 25h ago

Prepared Remarks on X

$orcl https://t.co/s6FEOjzbra

@BarbarianCap 26h ago

Barbarian Capital on X

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

@ChrisCamillo 28h ago

Chris Camillo on X

@VagabondInvests went long $SHOP today

@leevalueroach 28h 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

@leevalueroach 30h 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.

@P_Remarks 30h ago

Prepared Remarks on X

$orcl +60bps in absolute ripper https://t.co/L2JjUaVWE3

[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 $12B

scuttleblurb 39h ago 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 40h ago 1 click

Goldman Sachs Sinks Toward Bear-Market Territory - Time To Buy

Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…

GS $277B

Mike Zaccardi, CFA, CMT 41h ago 2 clicks

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 42h 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 44h ago 2 clicks

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

Palo Alto Networks (NASDAQ: PANW) Stock Rating: Do Nothing After Q4 FY7/26 Earnings

Palo Alto Networks posted 34% Q4 revenue growth to $3.41 billion, boosted by CyberArk and Chronosphere, while NGS ARR reached $9.1 billion…

PANW $297B

Cestrian Capital Research. Sep 19 1 click

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

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 $83B

Net Interest Sep 19

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $11B

Value Investors Club Jun 1 3 clicks

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

SNDK $236B

Bristlemoon Capital Aug 28 9 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $81B

Max Greve Aug 28 1 click

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

QXO $12B

SixSigmaCapital: Navigating the Financial Markets Aug 28

UK Primer: The Equity Revival

UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…

ARM $281B

Aurelion Research Aug 27 1 click

Intuit FY2026 Earnings Review

Intuit beat FY2026 estimates despite a $293 million restructuring charge, as management lowered growth ambitions and expanded Mailchimp and…

INTU $85B

Global Outperformers Aug 26

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $68B

Steven Fiorillo Aug 26 1 click

Company Deep Dive: Chevron

Chevron, one of the global oil and gas supermajors, is examined as an integrated American energy company.

CVX $416B

Doomberg Aug 26

CBRS 2026-08-26

Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors

Cerebras’ CS-4 wafer-scale chips target latency-sensitive AI inference, but Nvidia’s ecosystem, manufacturing yields and KV-cache…

CBRS $47B

Star Investments Aug 26

Research Roundup Vol. L

Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…

NDSN $17BNUE $55B

Monte Independent Investment Research Aug 26

Monday, September 21, 2026

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