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
Chris Camillo on X
@hurrahsilver i do and that has zero consequence on today’s $META trade
Chris Camillo on X
@gr8tixx all good initiated the monday scouting options trade friday afternoon when $META was down $16
Chris Camillo on X
@VagabondInvests went long $SHOP today
Chris Camillo on X
@ylnuic The AWS win on agentic AI feels meaningfully larger and higher confidence than a theoretical future hit to retail that $AMZN has numerous ways to solve.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.1BJXN $8.8B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4.2T
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 KLAC $219BMCK $103B
- Asset Value Investors Ltd July 2026 9301 $3.4B
- Lindsell Train Limited July RMVEY $3.7B
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