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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JabroniCoin.USD on X
Bernstein on CXMT: “We believe a new fab of max capacity at 100k wpm is being built in Shanghai now, & is due to begin production early next year. There is no mention of this fab in any company filings” Models capex rising 70% YoY through ‘28 to $35B CXMT capex is $ACMR revenue https://t.co/rQXi6eh7PX
Chris Camillo on X
$META Muse https://t.co/6kIAS8EU9B https://t.co/XV1iNrv3US
Chris Camillo on X
$META Muse is a textbook Social Arb setup as early traction is a genuine surprise. $META is the obvious beneficiary. The off-radar derivative: $AMZN. Meta already uses Amazon Bedrock at scale and has committed to tens of millions of AWS Graviton CPU cores for its agentic AI workloads.
JabroniCoin.USD on X
$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr
A Capital on X
@BetterIRR Q: Where does $CODI trade if they execute a major asset sale before year-end? https://t.co/JhnAKOI3hl
Deep Sail Capital on X
@marketplunger1 A majority of them are in Japan or Korea $OUST - LiDAR leader. $NOVT - Drives, motion, medical. M&A strategy in robotics end market. It’s really expensive though.
marginofdanger on X
Fundamental issue with $HHH is there is no return of capital to shareholders and no consistent base of earnings either. I strongly preferred the company as a real estate only situation. He massively overpaid for Vantage too. Will trade cheap to NAV until it’s truly shareholder friendly.
Bill Ackman on X
An excellent and insightful report on $HHH. https://t.co/cvFpfHoAkP
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $509MALM $4.1B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4.3T
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Janus Henderson Investors July 2026 KLAC $219BMCK $103B
- Asset Value Investors Ltd July 2026 4549 $496M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $994MVNP $1.6B
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
“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…
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…
Mike Zaccardi, CFA, CMT 2 clicks
The Monday Morning Briefing
Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…
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.
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…
Bohdan Kucheriavyi 
🍔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…
Deep Dive: Brookfield Corporation
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
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…
Steven Fiorillo 
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…
MSI · long Motorola Solutions INC
Motorola Solutions’ core value proposition remains intact after business changes since 2022, supporting a growth-at-a-reasonable-price…
Southwest Airlines: Buy The Transformation Despite The Oil Shock
Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…
Dhierin Bechai 
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…
Brookfield of Dreams
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Karman: Why I'm Upgrading To Buy After A 68% Drop
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
Groceries, Aggregators, and Agents
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
Planet's Next Constellation Is Bigger Than Just An Upgrade
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
TSOH Weekly Roundup (09/18/2026)
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
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