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 4 clicks

Barbarian Capital on X

Ethan Allen Launches Search for Next Chief Executive $ETD https://t.co/w9liHmiy2F

@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

[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 $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

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 $5BGEO $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

🍔New Chapter 11 Bankruptcy Filing - Meritage Hospitality Group Inc.🍔

Meritage Hospitality, a 320-unit Wendy’s franchisee, filed Chapter 11 amid $137 million of bank debt, $391 million of leases and a…

WEN $1.3B

PETITION Sep 20 1 click

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

GLXY · long

Galaxy Digital INC

Galaxy Digital (GLXY) is presented as a long investment idea.

GLXY $11B

Value Investors Club May 20 1 click

Floor & Decor: 1Q26 Business Update

Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…

FND $5B

Speedwell Research May 1

Quick Value #313 - Magnum Ice Cream (MICC)

Magnum Ice Cream (MICC), spun off from Unilever, trades at 13x NTM earnings and 8x EBITDA as its 3 million-freezer fleet supports a 2-3…

MICC $12B

Value Don't Lie May 1

Meta: 1Q26 Business Update

Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…

META $1.7T

Speedwell Memos Apr 30 1 click

Meta 1Q26 Business Update: The Big Personalzied AI Bet

Meta grew first-quarter revenue 33% as AI lifted engagement and ad conversion, while data-center depreciation cut margins and personalized…

META $1.7T

Speedwell Research Apr 29

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

GPGI $3.6BRHLD $970M

Kairos Research Apr 29

$SN: The Sneaky Compounder With 40% Upside (No Paywall)

SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.

SN $24B

Guardian Research Apr 29

Under The Hood: Ulta Beauty, Inc. ($ULTA)

Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…

ULTA $24B

Bearhold Research Apr 28

Apple Earnings Mentions Contracts: Our Analysis

Apple’s Kalshi earnings-call contracts price mentions of “foldable” and “glasses,” while its 24-year transcript record indicates management…

AAPL $5T

First Strike Research Apr 28

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

GLIBA $980M

Hidden Gems Investing Apr 28

Monday, September 21, 2026

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Lee Roach on X

Prepared Remarks on X

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Chris Camillo on X

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