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

47h ago COHR $62B

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

Irrational Analysis 2 clicks

Sep 21 CTVA $54B

Quick Value #331 - Corteva / Vylor Spin-Off

Value Don't Lie 3 clicks

From X

@negligible_cap 40h 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 41h 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 41h ago 1 click

Prepared Remarks on X

$orcl https://t.co/s6FEOjzbra

@BarbarianCap 42h ago

Barbarian Capital on X

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

@irbezek 43h 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

@ChrisCamillo 44h ago

Chris Camillo on X

@VagabondInvests went long $SHOP today

@leevalueroach 44h 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 46h 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.

[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

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 Sep 21 2 clicks

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

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

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 $15B

310 Value’s Newsletter Sep 19 2 clicks

HWKN · short

Hawkins INC

Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.

HWKN $2.6B

Value Investors Club May 30 1 click

Thinking Notes

AI capex rests on coding-centric benchmarks, cheap-model commoditization and circular financing: OpenAI’s $60 billion annual Oracle…

ORCL $446B

Bearstone Jul 16

Thoughts on PayPal Buyout Offer

PayPal faces a $60.50-per-share buyout offer from Stripe and Advent, with a rejection or counteroffer above $80 viewed as more likely.

PYPL $45B

Hidden Rock Capital's Newsletter Jul 15

Rebound Watchlist: July 2026

Rebound Capital's July 2026 watchlist puts AeroVironment and Coinbase under review after UnitedHealth rose more than 70% from its low.

AVAV $7.9BCOIN $51B

Rebound Capital Jul 15

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $99B

MBI Deep Dives Jul 15 3 clicks

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…

CBZ $3B

Yet Another Value Podcast Jul 14 2 clicks

New Position: Volatility Merchant

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

TW $24B

Aurelion Research Jul 14

Artificial Bloom

Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…

BE $83B

Doomberg Jul 14

Quick Value #322 - FuboTV (FUBO)

Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…

DIS $177B

Value Don't Lie Jul 13

What I've Been Reading (7/5-7/12)

Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…

WK $3.8BBRZE $2.9B

Stock Thoughts Jul 13 1 click

Monday, September 21, 2026

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