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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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
Prepared Remarks on X
$orcl https://t.co/s6FEOjzbra
Barbarian Capital on X
Paramount Settles States’ Antitrust Suit, Clearing Way for Warner Megadeal $WBD https://t.co/KG1Rtmqmvz
Chris Camillo on X
@VagabondInvests went long $SHOP today
Prepared Remarks on X
$orcl +60bps in absolute ripper https://t.co/L2JjUaVWE3
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Janus Henderson Investors July 2026 KLAC $219BMCK $103B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $53BSGGEF $12B
- Protean Funds July 2026 EVGGF $17BNVO $192B
[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…
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…
Mike Zaccardi, CFA, CMT 2 clicks
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
Deep Dive: Brookfield Corporation
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
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 
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…
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…
CPT · long Camden Property Trust
Camden Property Trust owns multifamily properties across the U.S. Southeast and Southwest.
Copart 4Q26 Business Update
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
Why I Think Uber Is Too Cheap
Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage…
M&M Capital 
Copart 4Q26 Business Update: Thesis Shift?
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
A2Gold: Research Note
A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…
Brad Jacobs and the QXO Thesis
QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…
Research Roundup Vol. LII
Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
Tencent Music: The Market Is Pricing In Too Much Weakness
Tencent Music trades at about 8.8 times forward earnings, with membership revenue and Ximalaya integration supporting profitability despite…
LL Insights 1 click
GLP-1 winners and losers
GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable…
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Bay Area Ideas
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A Capital
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Conor Maguire | Value Situations
Convequity
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fred Liu
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SG
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ToffCap
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Cedar Creek Partners
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- Dodge & Cox Stock Fund
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- Fred Alger Management, LLC
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- Intrepid Capital
- Invenomic Capital Management
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- Laughing Water Capital
- Lindsell Train Limited
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- Markel Group
- Massif Capital
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- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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Ordered by how often our editor reaches for them.
