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

Sep 21 COHR $62B

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

Irrational Analysis 3 clicks

Sep 21 CTVA $54B

Quick Value #331 - Corteva / Vylor Spin-Off

Value Don't Lie 5 clicks

From X

@negligible_cap Sep 21 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 Sep 21 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 Sep 21 1 click

Prepared Remarks on X

$orcl https://t.co/s6FEOjzbra

@BarbarianCap Sep 21

Barbarian Capital on X

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

@ChrisCamillo Sep 21 1 click

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 Sep 21

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 Sep 21

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 Sep 21

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 $276B

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 $322B

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

Biographies: Standing on the shoulders of Giants - Week 2 picks

Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.

NKE $54B

The Curious Compounder Oct 22

Shaping Dollar Tree into its new era.

Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…

DLTR $22B

D Invests Oct 22

Sector Story: Flavours & Fragrances Part I - An Introduction

Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.

IFF $22BDSFIY $27B

Sector Stories Oct 15

Why I bought FTAI Aviation

FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…

FTAI $19B

Kairos Research Oct 15

Biographies: Investment Lessons from the Greats

Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…

WMT $874B

The Curious Compounder Oct 15

Bitmine Immersion (BMNR): DAT Ain't No Strategy

BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.

BMNR $17B

Kerrisdale Capital Oct 8

Stock Story: Next PLC's Capital Return Framework

Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.

NXT $13B

Sector Stories Oct 1

Oracle and Animal Spirits

Oracle’s $455 billion RPO and four-year cloud guidance position it as OpenAI’s primary infrastructure partner, while requiring major…

ORCL $437B

Fabricated Knowledge Sep 15

High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion

High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.

UNH $333B

Base Hit Investing Sep 15

CoreWeave (CRWV): Artificial Returns

CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.

CRWV $47B

Kerrisdale Capital Sep 15 1 click

Monday, September 21, 2026

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