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This Is What Happened to the GameStop Mania
Odd Lots
Is Game Stop Getting Wrong?
Game stop is primarily a purveyor of physical ideo game software products. They use the products to drive the bulk of their gross margin, as those profit streams evaporate. The bears would argue that thereis simply no way to replace that lost profit and it will be structurally incapable of generating meaningful profits into the future. I do think that they mis what happened in 20 19. There's still an opportunity for them to generate meaningful free cash into, you know, late 20 twenties when the next ridio game cycle comes around.
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