ContextLogic Acquires gChem (LOGC): Update and Valuation
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of debt, expanding Abrams Capital’s acquisition platform.
Tuesday, September 8, 2026
Back to today
From X
Lee Roach on X
Once again an awful day to be a 200-IQ $BUR holder
A Capital on X
$VRRM *
Timyan Bank Alert on X
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
SG on X
@fides_capital and sugar $SB
Timyan Bank Alert on X
John Marshall Bancorp, $JMSB and Eagle Financial Services, $EFSI Announce Strategic Merger Uniting Two of Virginia’s Leading Community Banks - https://t.co/pa9UheDEBK
A Capital on X
34-Czech based activist investor? Smells 🐟 $XRX https://t.co/iqCl3Ik2pm
SG on X
$WDH earning look pretty good at first glance. Operating / GAAP profitable, 3 cent/ADS dividend, also initiating $50M ADS repurchase. https://t.co/J4UAmSQAot
SG on X
$WDH out with what looks at first glance to be pretty good earnings. 3 cent/ADR dividend. https://t.co/NZZUQXN0Jz
Investor Letters
All letters- Pendelhaven Asset Management B.V. July 2026 DR0 $454MGRVY $464M
- Asset Value Investors Ltd July 2026 079940 $410M
- Forager Funds Management July 2026 BVS $984M
- PenderFund Capital Management Ltd. July 2026 TSAT $746M
- Palm Harbour Capital July 2026 082920 $938M
- Protean Funds July 2026 TRUE-B $584M
- Royce Investment Partners first half of 2026 AIOT $352MPAR $559M
- Protean Funds June 2026 TRUE-B $584MVIVA $349M
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
Luis Cortes Dequidt 1 click
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 clicks
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
USO · short United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
What I Read This Week
Cable stocks face renewed broadband share-loss concerns from LEO satellites, while AI links cover Microsoft, Google, Amazon, Anthropic and…
Everspin Technologies: Memory Error
Everspin Technologies, a $900 million MRAM maker, has surged 300% in weeks as AI speculation blurs distinctions among memory chips.
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
Malone U-Turns on Liberty Latin America | GLIBK
GCI Liberty reversed its planned Liberty Latin America share swap with John Malone, who will buy GCI’s $107 million LLA stake at cost after…
Single Stock Spotlight #8: Hallador Energy (HNRG)
Hallador Energy’s 1 GW Merom coal plant recasts HNRG from a thermal coal miner into an Indiana independent power producer positioned for…
5x From Here: $ANGX
Angel Studios, $ANGX, has 2.22 million paying members and $365 million in ARR after turning adjusted EBITDA and operating cash flow…
Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)
Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.
Quick Value #314 - New Enviri (NVRI)
Enviri plans to sell Clean Earth for $3.04 billion, distribute $14.50-16.50 a share, and spin New Enviri at an implied 4-5.5x EBITDA ahead…
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