Tag Archives: GME

An example of capital allocation – Gamestop ($GME)

When I was learning about serious investing a few years back, I heard and read about many things. Cash Flow, Free Cash Flow, Management, Business, Valuation, Price, Margin of Safety, strong balance sheet, ROIC and so on. One of my … Continue reading

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My views on GameStop ($GME) in response to an article

We have owned GameStop (GME) since the inception of Motiwala Capital in early 2011. The stock has been quite volatile going from $19-$20 when we bought to a high of $28 after Q4 2011 results on what seemed like a … Continue reading

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GameStop update after Q1 2011

GameStop Update after Fiscal 2011 Q1 • Total sales increased 9.5% to $2.28 billion from $2.08 billion. • Total company comparable store sales were 5.3%, driven primarily by strong HD console sales, the Nintendo 3DS launch and a 9.5% growth … Continue reading

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The report that started a long journey

In March 2010 while I was completing my MBA, I started learning about equity analysis and research. I wrote a couple of reports and sent it to a bunch of people ( all my friends and some people in the … Continue reading

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Netflix vs. GameStop

Let us look at two popular stocks among investors (both long and short). Lets start with Netflix (NFLX). Netflix, Inc. provides online movie rental subscription services in the United States. You can rent movies in the form of DVDs that … Continue reading

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