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
Back to today 
From X
marginofdanger on X
@blondesnmoney $OPBK solid
JabroniCoin.USD on X
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
PAA Research on X
I guess it's time to sharpen my pencil a bit on $TSCO. The stock has been a disaster to say the least and the chart could not look worse. However, the company lowered guidance and it's trading up modestly in a pretty tough tape. This was once a great growth story/compounder. Is it finally washed out? Watching.
Ian Bezek on X
@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
Ian Bezek on X
Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD
Fierce_beast on X
$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $454MALM $4B
- Akre Capital Management, LLC Q3 2026 AMT $78BMA $496B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Asset Value Investors Ltd July 2026 4549 $501M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.3B
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Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO
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Petri Dish Reports 2 clicks
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