Last Update03 Jul 25
The recent SEC Form 4 filing reveals an insider purchase of 5,575 shares of GameStop common stock by James (First) on June 30, 2025, at $23.71 per share, totaling approximately $132,184. This insider buy, executed by a director, signals confidence in GameStop’s future, especially given its $9.1 billion cash pile and zero-coupon bond strategy. It reinforces the bullish thesis, suggesting internal belief in the company’s potential to leverage its financial flexibility for a digital powerhouse transformation.
GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss. With $6.4 billion in cash and zero long-term debt, GameStop enjoys unparalleled financial flexibility. Its strategic holding of 4,710 Bitcoin, valued at $516.6 million, positions it to capitalize on Bitcoin’s surge (near $112,000). The board, led by Ryan Cohen and who does not take a salary and owns a significant chunk of shares (about 10% of the float), has driven efficiency through aggressive cost-cutting, closing about 590 stores and exiting unprofitable markets like Canada and France, boosting margins. the Direct Registration System (DRS) shows 75 million shares (nearly 25% of float) locked by loyal retail investors, reducing short-selling pressure and signaling strong shareholder commitment. This dedicated base, evident in vibrant online communities, fuels resilience against market volatility and supports potential short squeezes. GameStop’s transformation from a legacy retailer to a crypto-invested, cash-rich entity, underscores its long-term growth potential. Investors might be early, but they are not wrong.
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