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GameStop Corp. Message Board

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  • I wonder if the Benchmark psychos will come around and upgrade their opinion of Gamestop some time this year. This is the analyst that generalized Gamestop's Technology Brands business as a Bento Box business.

    Game Trust independant video game publisher is really cool. Who wouldn't sign on? Not surprised they now have 4 partnerships already. This method is less resource intensive, less expensive, and less risk involved versus buying up video game software developers. It is simply transforming publishing into a services type of business where Video Game developers can choose to have Game Trust handle the marketing and advertisement end of the business...Thus allowing video game developers to keep full rights to their property.

    Game Trust can not only market the video game, but any toys or merchandise associated with the game.

    If you think about it. Gamestop will soon own a piece of the entire video game industry, almost.
    They can take part now in getting games that are brand new solo titles, rather than games that are sequals of an established franchise series, market and advertise them to take an under the radar title to popularity. They have the retail business to sell the game. They have the hardware or mobile handheld device to play the game, and tbey have Thinkgeek which theoretically could invent and sell toys associated with the game, once it becomes well establiahed.

    Gamestop gets criticism for their technology brands and collectibles businesses being too closely related to gaming. I think sooner rather than later this will change to praise.

    Sentiment: Strong Buy

  • Reply to

    Buy! Sell! Buy! Sell!

    by andrewsoc Apr 13, 2016 8:35 PM

    He said that in a video in response to a question about whether Wall Street professionals were accurate in their short-term market predictions or predictions in general. So it does make sense. Graham wasn't telling us to make market forecasts. Analysts have all sorts of price targets day to day too.

    Sentiment: Strong Buy

  • Reply to

    March NPD report impressive

    by varchild2010 Apr 16, 2016 10:20 AM

    I think March is an indication that digital downloading is at or near its peak. 46 million Powerup rewards members. That is 46 million that haven't completely abandoned the advantages of owning a physical product. That number seems to grow every year as well.

    Sentiment: Strong Buy

  • Read some articles and apparently Short interest in Gamestop has plummeted to around 30%. A big drop from the 40% it was at about a month ago. NPD report for March shows continued strength in Accessories, namely Amiibos collectibles. But, this time we saw a reverse from previous months...Strength in Video Game sales versus some weakness in hardware sales.

    Wouldn't surprise me if March ended up beating Gamestop's expectations and thus we might find out Q1 was stronger overall than Gamestop expected. There is plenty of evidence that this year's slate of games will be stronger than last year's.

    Sentiment: Strong Buy

  • Reply to

    Buy! Sell! Buy! Sell!

    by andrewsoc Apr 13, 2016 8:35 PM

    I'm not familiar with that quote, and Graham may have been correct on other things, but not what's he's presenting here, as if those are the only two options. Ironic considering his text is supposed to be educational, which begs the question of why a third option wouldn't be "educate yourself".

    I realize the quote is out of context, but, in my opinion, financial "experts" have had a far more negative impact on the the market, stocks, and finance in general than failed businesses, self-managed wealth, and, certainly, a far less convoluted financial system.

  • Reply to

    Buy! Sell! Buy! Sell!

    by andrewsoc Apr 13, 2016 8:35 PM

    Yes. I can't find one example of being able to trade games if they are digital. Physical, you can trade your Mortal Kombat game for your friends Street Fighter game. Or let eachother borrow them for awhile.

    Sentiment: Strong Buy

  • Reply to

    Buy! Sell! Buy! Sell!

    by andrewsoc Apr 13, 2016 8:35 PM

    Benjamin Graham once said: "You have your choice between tossing coins and taking the consensus of expert opinion." Speculators don't understand Gamestop one bit. They've probably never played a video game in their lives. They don't understand that digital downloads are extremely inferior to physical copies.

    Sentiment: Strong Buy

  • Reply to

    jeez, why so many shorts?

    by thanksforthebuyopportunity Apr 13, 2016 2:57 PM

    Because they literally don't understand how video games work. Anyone who has played a single video game knows that digital downloads are still extremely inferior to physical copies for many reasons. You need ti understand the business you're buying. That's something Wall Street's speculators don't understand.

    Sentiment: Strong Buy

  • Just figured I'd echo the sentiments of our esteemed "analysts".

    You're welcome.

  • down from last year, but still almost 40% of float. just a bad q3?

  • So now that GME is down 40% in the 8 months since I posted this, hopefully some of you understand what is going on here. Gaming industry is going great, but buying physical copies of games is absolutely going to die. Book stores, music stores, video stores, and soon game stores all share the same fate. If GME has no plans to transition to digital world they will go out of business. It is inevitable.

    And no I am not short GME I have fond memories of them. I used to go to midnight launches all the time. Now I simply click a button in Steam/XB1/PS4 a week before release and the game is ready to play at 12:01 AM on release day. I haven't set foot in a GME for ages and I easily spend over $1000 on my gaming hobby a year.

    Sentiment: Strong Sell

  • Reply to

    Why Over Analyze

    by tytus12121 Mar 22, 2016 2:11 PM

    What was that again? Tomorrow several weeks ago? Gamestop continues to make money while speculators like you keep losing.

    Sentiment: Strong Buy

  • Probably not today is my guess... But, seems logical that:

    1) Hasbro would be interested in Collectibles business if Gamestop sold it.

    2) Electronic Arts would want the video game publishing business if Gamestop expanded it greatly, since Gamestop has the advantage of Thinkgeek inventing toys to go with whatever video game is published.

    3) Valve might be interested in Kongregate

    4) Barnes and Noble might be interested in Game Informer

    5) Amazon may want the Gamestop Bricks and Motors stores as at the veryeast it would be a super increase in inventory and warehousing space.

    6) Best Buy could want the Technology Brand business.

    So certain aspects of Gamestop have certain appeal to specific types of companies in my opinion. Not sure if the entire Gamestop would ever be swallowed up. Maybe Walmart? Except Walmart shut down the whole idea of running smaller sized supermarkets. Target then? It would be a dramatic move, but fits in with their current strategy of increasing inventory offerings to boost revenues at their stores...

    Sentiment: Strong Buy

  • Thanks for your thoughts. I agree that GME acquiring a development house and the spinoff idea are interesting possibilities. I've wondered if digital goods (video games, movies, books, etc.) could ever appear on a secondary market. For example, after someone downloads a Call of Duty game from Activision, could this person resell this digital good for a fixed discounted price? Maybe GME would get in on this.

    **For anyone else reading this thread, these thoughts are purely speculative.

    There's a lot of fear in GameStop. I'm not saying some of it isn't warranted. But I believe it's overdone. The stock is cheap enough for me to make a bet on it, even after baking in the negativity. The company has many options, more so than we outsiders realize.

    Sentiment: Buy

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  • Reply to

    I'm out - good luck longs

    by ibrowning85 Apr 5, 2016 2:49 PM

    I personally think it's a long-term hold.

    Sentiment: Strong Buy

  • Reply to

    I'm out - good luck longs

    by ibrowning85 Apr 5, 2016 2:49 PM

    Not sure it makes sense to dump GME entirely for Gilead. I would think it smarter to have just diversified a portion of your GME holding into GILD. Especially, since Biopharmaceuticals tend to have dramatic movements up and down.

    And of course you dump GME 1 week ahead of Investor day and NPD report. Oh well.

    I do recommend GME investors diversify out of Retail business to Beverage companies, Biopharm or Pharmacy, and perhaps insurance companies.

    Sentiment: Strong Buy

  • Was hoping for more of a bounce post earnings. Still like the stock but I see better opportunity with Gilead right now. Good luck longs

  • It is with heavy heart I report the demise of Tytus the Clown.

    Will have more details of Tytus's passing as the week progresses but it appears he was assaulted by a group of angry midgets and did not survive his injuries.

    In lieu of flowers the family has requested that interested parties wear big red noses for the rest of the month and consider having their feet surgically enlarged.

  • I don't believe there is any company that would want Gamestop entirely. But, certainly there are companies who may be interested in Gamestop's Telecom retail business. Before Gamestop acquired Thinkgeek, Hot Topic wanted to acquire them. So the collectibles business is very much a solid target as well.

    Further down the road... If Gamestop really wanted to get involved in the Video Game Publishing business in a big way, they could acquire video game development houses or set up partnerships. Right now, Gamestop is publishing 1 video game from 1 company.

    Ultimately, I think Gamestop will eventually have to spin off a portion of their business. If they do a spin off then certainly that spun off business could be a buyout target. As long term investors, we would get stock in the spun off company.

    Sentiment: Strong Buy

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