Premium Only Content

GME Sum of The Parts - Another Fair Value Analysis Model for Gamestop
GME Sum of The Parts - Another Fair Value Analysis Model for Gamestop. Sum of the Parts analysis values a company by separately assessing the worth of its individual business segments or assets (cash, Bitcoin, operations, etc) and summing them to determine the total company value. This is in contrast to yesterdays DCF analysis which estimates a company's value based on the present value of its projected future cash flows, discounted to account for time and risk.
My interest in attempting my own Sum of the Parts analysis for Gamestop was driven by the company's recent purchase of Bitcoin and a strategy to potentially add more Bitcoin, as DCF models do not count Bitcoin since it is not a free cash flow generating asset.
In addition there was a write up on Barchart subsequently posted to Siperstonk which did a first pass at SOTP Analysis on GME but I found some of the assumptions made in that article wildly too optimistic and wanted to make my own version with more realistic assumptions. At any rate this one is a work in progress so if you have any suggestions, feedback or questions feel free to leave me a comment! #TonyDenaro #GME #SumofTheParts
Due Diligence Links:
Barchart SOTP Analayis article: http://bit.ly/4nNp5NP
🦍Become a Channel Member! https://www.youtube.com/c/TonyDenaro/Join
🧡 DISCORD! Talk, Share ideas and learn in an environment of traders who focus on filings, analysis and sharing proper fact based due diligence. https://discord.com/servers/tony-denaro-853784552002551838
🦎MarketChameleon Investment Analysis Tools: https://marketchameleon.com/?pap_aid=TonyDenaro
🐤TWITTER: https://twitter.com/Tony_Denaro
💹 STOCKTWITS: https://stocktwits.com/TonyDenaro
📶 TWITCH backup livestream (add it now!): https://www.twitch.tv/tonydenaro
📰 REDDIT: https://www.reddit.com/r/TonyDenaro/
💥Links for Content Creators:💥
1) Best free software for Collab videos - Restream: https://restream.io/join/TonyDenaro
2) Diversify where your content is published, sign up for Rumble: https://rumble.com/register/TonyDenaro/
💥Links for Content Creators💥
DISCLAIMER: Content, strategies and opinions on this channel are for entertainment purposes only. These are Tony's opinions, not specific investment or legal advice for you. Always do your own due diligence, read company filings and financial statements and seek a duly licensed professional for investment, tax or legal advice. Past performance is not a predictor of future results. This is not personalized but rather general educational and informational material.
-
2:52
Tony Denaro
21 days ago $0.03 earnedCracker Barrel CRACKS, old logo is back, caves on DEI strategy
524 -
1:07:53
TheCrucible
2 hours agoThe Extravaganza! EP: 38 (9/17/25)
103K5 -
1:23:11
Kim Iversen
3 hours agoDennis Kucinich Exposes 9/11 Israel's Lies
55.5K40 -
1:12:15
Candace Show Podcast
2 hours agoWho Ordered The Hit On Charlie Kirk? | Candace Ep 237
56.5K140 -
LIVE
SpartakusLIVE
1 hour agoTower DOMINATION, Specialist, and INFINITE Dubs || Duos w/ Twitty , Quads Later w/ The Boys
133 watching -
31:19
Rethinking the Dollar
7 hours agoMartin Armstrong Predicts 2032 Collapse — Are You Ready? (w/ Kerry Lutz)
6.46K5 -
DVR
Redacted News
2 hours agoThey're LYING about Charlie Kirk's murder and they know it, new details just emerged | Redacted
189K144 -
LIVE
Dr Disrespect
7 hours ago🔴LIVE - DR DISRESPECT - ARENA BREAKOUT: INFINITE - ESCAPE OR LOSE EVERYTHING!
1,086 watching -
LIVE
LFA TV
12 hours agoLFA TV ALL DAY STREAM - WEDNESDAY 9/17/25
1,126 watching -
38:45
ArturRehi
6 hours agoZapad 2025 — War Games with No Reserves | Ukraine Update
17.3K3