Archive - Easter Egg Capital’s Substack

Stimmy Is Coming… But This Is Not 2020

Positioning for stimulus, debasement, and jurisdictional advantage in an era of fiscal dominance

Dec 3, 2025 • Easter Egg Capital

November 2025

GameStop Valuation Analysis – A Framework to Value a Moving Target

As promised, this GameStop valuation analysis will offer a quick and simple framework to assign a fair market value today to GameStop.

Nov 25, 2025 • Easter Egg Capital

October 2025

GameStop: The Long-Term Compounder Hidden in Plain Sight

Why I believe the notorious meme stock is a deeply misunderstood “Easter egg” of a long-term investment

Oct 29, 2025 • Easter Egg Capital

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