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 47h ago 7 clicks

45h 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 38h 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 38h 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 39h ago 1 click

Prepared Remarks on X

$orcl https://t.co/s6FEOjzbra

@BarbarianCap 39h ago

Barbarian Capital on X

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

@ChrisCamillo 40h ago

Chris Camillo on X

nobody, not even the companies themselves, know how agentic commerce ultimately shakes out. it’s way too early. $AMZN’s logistics, fulfillment + distribution moats don’t suddenly become worthless because an AI agent sits upstream of the transaction. the likely endgame isn’t winner take all. it’s partnerships, integrations + economics that give everyone a reason to participate. there’s a massive amount of money to go around.

@ChrisCamillo 40h ago

Chris Camillo on X

@piques15 just say thank you for the $META alpha you chose to ignore at 9:35 ET this morning and go on your way. u wasting ur time here when u could be researching a trade for yourself.

@ChrisCamillo 40h ago

Chris Camillo on X

Too early to know if Muse adoption fades or has staying power. But one thing is already obvious: distribution is an unfair advantage in mass market consumer products. $META

@MaiusPartners 41h ago

Maius on X

A 12% pick me up from $META to start the week is not a bad outcome given these challenging market times, and highlights the importance of taking a global whole market approach in identifying alpha opportunities in LLM land given fast moving industry dynamics. https://t.co/4UxfR7yyum https://t.co/3UPWQZWZgZ

Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It

Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.

INTC $644B

Sharon McArd Sep 21 1 click

[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 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

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

Berkshire Hathaway: Warren Buffett Steps Down As Chairman While Higher Rates Turn The Cash Pile Into A Bigger Asset

Berkshire Hathaway's $324.9 billion T-bill portfolio benefits from higher rates as Greg Abel succeeds Warren Buffett and BHE adds 11,000 MW…

BRK.A $1.1T

Steven Fiorillo 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

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 $85B

Net Interest Sep 19

GPC · long

Genuine Parts CO

Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.

GPC $18B

Value Investors Club May 6 2 clicks

Under the Hood - Tractor Supply ($TSCO)

Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.

TSCO $17B

Bearhold Research Jul 23 1 click

Netflix: What's Coming Next

Netflix’s $16.2 billion operating income follows its DVD-to-streaming and global pivots, but short-form video, YouTube and FAST services…

NFLX $511B

TSOH Investment Research Jul 23

Danaher 2Q'26: Yet Another "Meh" Quarter

Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…

DHR $149B

MBI Deep Dives Jul 22 2 clicks

[$UBER] Uber Technologies

Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…

UBER $145B

Lewistown Capital Jul 22

Apocalypse Now or Generational Buying Opportunity?

ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…

NOW $141BVEEV $42B

Hidden Rock Capital's Newsletter Jul 21

Updated Deep Dive on Google ($GOOG)

Google’s delayed Gemini 3.5 Pro raises questions about its AI position, Search and GCP growth as its $4.3 trillion valuation leaves little…

GOOGL $4.3T

Rebound Capital Jul 21

Thoughts on Markets, July 2026

Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…

META $1.7T

Aurelion Research Jul 20

Boston Scientific Has to Keep Buying the Future

Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…

BSX $63B

scuttleblurb Jul 20 2 clicks

The Black Patch Tobacco Wars

The Black Patch Tobacco Wars show how American Tobacco’s buying power drove Kentucky and Tennessee farmers to organize against below-cost…

BTI $121B

Invariant Jul 19

Monday, September 21, 2026

Negligible Capital on X

Lee Roach on X

Prepared Remarks on X

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Chris Camillo on X

Maius on X

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