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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From X
AltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
Charles Frischer on X
@Goldridge_Cap $KWY I only think about per share growth. This assumes they are only issuing a small number of shares each year under their executive comp plan. Not additional shares to do acquisitions.
Charles Frischer on X
@Goldridge_Cap $KWY Great questions. If they continue to have quarters like the most recent, they will deserve a 20x multiple. If they reinvest cash flows and can grow at 15-20% per year, a 20x multiple seems reasonable. That is why the next 4-6 quarters will be so valuable to review.
BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
DOMO Capital Management, LLC on X
Good news for $ALTO and $GPRE! U.S. to end summer blend gasoline requirement early in bid to help curb pump prices https://t.co/K0dqx0sSpV
Deep Sail Capital on X
@HiddenGemsInves $CLPT $NURS.v $ZDC.v $PNG.v $OUST
Deep Sail Capital on X
@HiddenGemsInves @friedoystercult @MikeFritzell FYI- $ISSC is now $IA
Mikro Kap David on X
$SGA "the best media company on the planet" And they keep saying that after failing to deliver quarter in, quarter out... https://t.co/gxeMvEC7OM https://t.co/NPOOWjERL4
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- 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
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