tag:blogger.com,1999:blog-7294165939647321702.post185567856927991645..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: The Buck GameStop's HereSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7294165939647321702.post-78945533025050699542020-07-13T19:13:37.071-04:002020-07-13T19:13:37.071-04:00Looks cheap to me, but at the same time I don'...Looks cheap to me, but at the same time I don't have a ton of confidence in this melting ice cube.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-92026935251502263142020-07-10T10:00:40.592-04:002020-07-10T10:00:40.592-04:00Curious to hear your thoughts about GameStop now. ...Curious to hear your thoughts about GameStop now. It’s one of my largest holdings going into the sale leaseback and new consoles. Jkhttps://www.blogger.com/profile/07484313295043430831noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-32218584022395132932018-01-04T23:42:59.770-05:002018-01-04T23:42:59.770-05:00It's higher than I'd like, but they don...It's higher than I'd like, but they don't seem to be throwing away money either. They are trying to grow in other areas in order to avoid obsolescence. Jury is still out!Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-81976723238618817962017-12-20T10:12:29.879-05:002017-12-20T10:12:29.879-05:00Saj,
What do you think of GME's debt load? Se...Saj,<br /><br />What do you think of GME's debt load? Seems like they have levered up over the past year or two. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-15380279607627815152016-11-08T18:00:11.591-05:002016-11-08T18:00:11.591-05:00As far as I can tell, no. Instead, to me they seem...As far as I can tell, no. Instead, to me they seem to be trying to be the most efficient operator in less consolidated space.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-1222273542511545562016-11-07T15:29:54.233-05:002016-11-07T15:29:54.233-05:00I'm just starting to poke around as it has got...I'm just starting to poke around as it has gotten pummeled, very much agree on the importance and success of management in building the used/turn-in game vertical. Do you know if the new expansion into AT&T/Spring Mobile stores has a similar used element or is that business a typical cell phone store?Anonymousnoreply@blogger.com