What’s going on in Utah!?

Your local GameStop is back. Select closed stores are now reopening nationwide starting September 11.

Consider this your green light. Pre-order the XBOX 25th Anniversary Console tomorrow at GameStop. While supplies last.

What are the odds that the IRS releases a new PLR (202633005) today granting a company in Chapter 11 a favorable ruling on §382(l)(5) successfuly preserving their NOLs 👀🤔 irs.gov/pub/irs-wd/202633005… $BBBYQ 🧸🏴‍☠️

The Activist takes the ordinary something and makes it do something extraordinary. Now you're looking for the secret... but you won't find it, because of course you're not really looking. You don't really want to know. You want to be fooled. 🧸

Time for the grand reveal of The Affiliate. $BBBY

The difference between improbable and inevitable is often just attitude.

“I’m voting no to Ryan Cohen 10x my $GME investment.” 🤡

Bringing this up again because if $GME can deploy a large amount of capital at such a point as this - (more stocks bottomed in October 2008 than March 2009), it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes.

"You never know what's gonna happen in the financial markets. They can go from green to red and they don't flash yellow" - Ryan Cohen

Final Stop GameStop: The Jig is Up In Part 1, I outlined how he arrived on the scene – we had a talk in 2019 about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in 2020. He has held on with the diamondest hands. Ryan, the current Executive Chairman, CEO and owner of now about 9% of GameStop stock, ascended to this dual role in September 2023. Let’s take a look at the business as it stands today. Here I will introduce the Scion Analyst Template, in parts. This is a Microsoft Word template I put together for my wayward analysts early in 2006. The idea was to get everyone thinking my way about analyzing stocks. I will now, as I would have in 2006, analyze GameStop stock by working through the template one section at a time. open.substack.com/pub/michae…

First milestones for Gameshire Bathaway. $GME

Bye bye, Butterfree

Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in 1 hour you win some pride.

An all-new way to collect by GameStop and PSA. Experience @powerpacks early on Thursday. Stay tuned.

Happy Cat Day everyone!

$IEP new high score. Nearly 1M 🩳 added 2nd half of September. 17% of total volume for the period.

Warrant Icahn just turned off the music. $GME

Home ownership is a 360 degree relationship. As I said from day one, we @BedBathBeyond will be the leader in this. I didn’t come here to only sell towels or rugs. $BBBY 4 Corners of the property and 4 walls of YOUR HOME Data collection Blockchain Tokenization Asset Acquisition and Dispositon Home Services

Interesting addition to the $GME shelf registration. In a stock- for- stock merger, the target company would likely require their shares to be registered prior to the deal.