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

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

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $383M

Andres Veurink Aug 29 1 click

PERF · long

Perfect CORP

Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…

PERF $194M

Value Investors Club May 22

Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield

Bumble’s Q1 revenue fell 14% to $212.4 million as paying users dropped 21%, while marketing cuts lifted EBITDA margin to 39% ahead of a Q4…

BMBL $339M

Modern Value Investing May 6

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

RHLD $980M

Kairos Research Apr 29

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

GLIBA $916M

Hidden Gems Investing Apr 28

Buyout Update for Hidden Rock Capital Names

RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.

RMAX $263MREAX $600M

Hidden Rock Capital's Newsletter Apr 27

Crystallization: The Fifth Notice to the MAPS Board

WM Technology's MAPS delisting could reset valuation before a take-private, as federal medical cannabis rescheduling and Virginia…

MAPS $62M

Rod’s Ruminations Apr 24

Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout

RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…

RCMT $289M

Byron Street Research Apr 20

Forgive me Father, I have Sabled.

Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…

SOC $744M

Triple S Special Situations Investing Apr 16 3 clicks

Army Training Modernization to Elevate VirTra to Prime Contractor Status

VirTra competes for Army synthetic-training contracts as a $22 billion modernization initiative begins selecting prime contractors.

VTSI $32M

Byron Street Research Apr 13

Performance & Portfolio Update: Q1 2026

Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.

BMBL $339M

Modern Value Investing Apr 8

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

Mike on X

SG on X

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