I’ve been researching a position in GameStop this week. You can read my GME post and see the models we’ve built along with a Valuation Water fall.
I prepared a short overview presentation to be used for Office Hours today, Friday, March 16, 2018. That presi is embedded below and outlines why we think it is too early to call GAME OVER for GameStop. We have more work we want to do before publishing our thoughts on an investment strategy (or two?), but this is shaping up to be an interesting, if volatile and uncertain, opportunity.