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 $59B

[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

@irbezek Sep 21

Ian Bezek on X

What's going down faster, $OPEN's stock price or Rabois' credibility as a geopolitical analyst? https://t.co/ThqR7rsRsO

[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 $12B

TSOH Investment Research Sep 21 1 click

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $82B

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 $4.9BGEO $3.9B

Ian’s Insider Corner Sep 20 7 clicks

Berkshire Hathaway: The World Isn't Ready For Warren Buffett's Successor

Berkshire Hathaway's Greg Abel has overseen a $10 billion Alphabet investment, $6.8 billion Taylor Morrison deal and resumed buybacks as…

BRK.A $1.1T

Bohdan Kucheriavyi Sep 20

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 $82BBAM $72B

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

QXO · long

QXO, Inc.

QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…

QXO $13B

Value Investors Club Apr 30 4 clicks

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 $50B

Kerrisdale Capital Sep 15 1 click

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…

FICO $19B

Bristlemoon Capital Sep 11

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…

MELI $92B

Bristlemoon Capital Sep 5

Global Spirits: Q2 Earnings Update

Diageo and Campari remain preferred as spirits sales face destocking, elevated inventories and weak guidance, while Campari increases…

DEO $49B

Sector Stories Sep 4

Lagging Edge will have a Permanent Glut

Texas Instruments faces a permanent lagging-edge chip glut as Chinese capacity floods auto and industrial markets, weakening pricing and…

TXN $245B

Fabricated Knowledge Sep 4

Crane Co.

Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…

CR $12B

Kairos Research Aug 26

RH - the Universe Intervenes?

RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.

RH $2.4B

Brevarthan Research Aug 20

[P] UNH: Itemized Governance Signals

UnitedHealth Group's governance disclosures are assessed for investment signals.

UNH $333B

Nongaap Investing Aug 19

Monday, September 21, 2026

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