Tuesday, September 8, 2026

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.

LOGC $675M

Hidden Gems Investing Sep 8 5 clicks

Sep 6 TII $284M

Titan Mining Q2 Update

Sylence Capital 4 clicks

Sep 2 SMPL $852M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 clicks

From X

@leevalueroach Sep 8

Lee Roach on X

Once again an awful day to be a 200-IQ $BUR holder

@ACapitalLP Sep 8

A Capital on X

$VRRM *

@TimyanBankAlert Sep 8

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

@majgeoinvesting Sep 8

Maj Soueidan on X

Well, add $PPIH to this sleep with “one eye open” earnings report list. Tomorrow: $OCC + $PPIH’s first ever earnings call. At least $RFIL is now confirmed and pushed to next week (September 14). https://t.co/R6wurrniCi

@Mike10947310 Sep 8

Mike on X

I am not saying $SIF deserves nearly the same multiple at all, but it is surprising to see a comp go for 26x EBITDA when it’s at like… single digits Caveat is SIF hasn’t been focusing on power space (though historically they did play in this space)

@DeepSailCapital Sep 8

Deep Sail Capital on X

$GPRO - That’s a wrap https://t.co/bmx1RdCCNe

@Mike10947310 Sep 8

Mike on X

@KairosPraxis Agreed but also fwiw… $SIF is at like 7x (!)

@stockgutter Sep 8

SG on X

Thought $SIEB might struggle a bit at the $2.50 level since that is around where the prior support from last November was (failed in February). However, shares punched through that level with little hesitation. Looks like more upside. I'm still long. https://t.co/qlCYr6P7tS https://t.co/uesZlSX7vr

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $120M

Fernanda Galvez Jalil Sep 2 1 click

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $195M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$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…

LMB $610M

Yet Another Value Podcast Sep 1 9 clicks

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $74M

Atrium Research - Equity Research Sep 1 1 click

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $275M

Yet Another Value Blog Sep 1 4 clicks

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.

STTK $638M

Equity Eagle Sep 1

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…

CCOI $377M

Yet Another Value Podcast Aug 27 13 clicks

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.

USO $990M

Value Investors Club May 19 2 clicks

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $640M

Multibagger Monitor Feb 25 7 clicks

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

MUEL $413M

Exploring with Alluvial Capital Jan 17

A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)

Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…

TGEN $92M

Multibagger Monitor Jan 8 3 clicks

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $470M

310 Value’s Newsletter Oct 28 2 clicks

Actionable Ideas Update - 08/20/2024

Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.

CPHRF $245M

Raging Bull Investments Aug 20

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $289M

Sylence Capital Aug 15 1 click

Cronos Group Update: A multi-bagger in the making?

Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…

OGI $154M

Raging Bull Investments Aug 14

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

UBAB $197M

Exploring with Alluvial Capital Aug 14

Mereo Biopharma

Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.

MREO $59M

Raging Bull Investments Jul 23

Tuesday, September 8, 2026

Lee Roach on X

A Capital on X

Timyan Bank Alert on X

Maj Soueidan on X

Mike on X

Deep Sail Capital on X

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