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Monday, September 21, 2026

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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 7 clicks

From X

@leevalueroach 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
@ChrisCamillo 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.

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“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 1 click

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 4 clicks
USO · short

United States Oil Fund Lp

United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.

USO $990M
Value Investors Club 2 clicks

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $93B
Net Interest

Forgive me Father, I have Sabled.

Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…

SOC $827M
Triple S Special Situations Investing 3 clicks

Microsoft Corporation

Microsoft's investment case turns on whether Azure, Copilot and enterprise workflow control can sustain software margins as AI raises…

MSFT $3.7T
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