Wen Moon Capital
9 posts

Wen Moon Capital
@WenMoonCap
$GME is the best asymmetric opportunity in the market. Not financial advice, research is purely for academic purposes.
USA Katılım Ocak 2026
13 Takip Edilen3 Takipçiler

$GME executive leadership understands capital efficiency, this is why they prioritized the bottom line. TTM free cash flow is now a historical high.
#GameStop

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Wen Moon Capital retweetledi

I read a report from Market Decipher as ongoing research into Collectibles as it relates to $GME. According to the report, trading and collecting cards, an industry that was valued at $14.9bn in 2024, is estimated to reach $52.1bn within the next decade. The sports memorabilia business, as a whole, is estimated to reach a value of $271.2bn by 2034. That is much faster growth than was anticipated even 9 months ago. GameStop is already positioned really well to capture good market share from this growth, and is just getting started. Linking the report in comments.
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Wen Moon Capital retweetledi

$GME - GameStop's growth and opportunity is self-evident in the ROIC (return on invested capital).
#deepvalue

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GameStop TTM Net Income has crossed $420m. $GME is currently trading at $9.3B marketcap, while the company holds $9.5B in cash (500m of which is in BTC as a macro hedge).
The company has turned profitable for 6 straight quarters.
#deepfuckingvalue

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