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 $678M

Hidden Gems Investing Sep 8 4 clicks

Sep 7 TGLS $1.6B

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Ian’s Insider Corner 3 clicks

Sep 6 TII $309M

Titan Mining Q2 Update

Sylence Capital 4 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

@natstewart5 Sep 8

Nat Stewart on X

National Beverage $FIZZ fiscal 2026 annual report (out today): "...It is the willingness to confront uncertainty, again and again, that reveals character, creates opportunity and ultimately defines and endures".

@natstewart5 Sep 8 2 clicks

Nat Stewart on X

Stellar, heartfelt annual report message from National Beverage $FIZZ on America's 250th out today: "...It is the willingness to confront uncertainty, again and again, that reveals character, creates opportunity and ultimately defines and endures".

@John_Hempton Sep 8

John_Hempton on X

Having a ugly day in markets. The only thing that is working is my (too small) $AMC short. It seems sensible to trade along with Ken and his naked short ladder attacks.

@TheBenSchmark Sep 8

JabroniCoin.USD on X

UBS on $CENX Oklahoma optionality “The only real growth story in aluminum, or meaningful shareholder returns” https://t.co/56beYZN7hE

@KEDM_COM Sep 8

KEDM.com on X

Four Tree Island Advisory wrote a public letter to Willis Lease Finance Corporation $WLFC, pointing out the strong underperformance versus leasing peers FTAI and AER. Their letter points to poor reporting with both buy- and sell-side, governance deficiencies, including excessive compensation and management’s indifference to the underperformance. The Willis family still controls roughly half the company, but they are consistent sellers. That gives them a pretty direct reason to care about where the shares trade.

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $896MBRBR $1.1B

The Value Road Sep 2 11 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

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 $623M

Yet Another Value Podcast Sep 1 9 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.6B

Mayank Marwah Aug 31 5 clicks

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.4B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

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…

UWMC $2BCCOI $476M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $536M

The Oak Bloke Aug 27 6 clicks

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $2.9B

Value Investors Club Jun 8

Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile

Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…

NOAH $562M

Substack von Philipp Aug 8

BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal

Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…

DAKT $870M

Hunterbrook Aug 7

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $972M

The Oak Bloke Aug 6 7 clicks

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

GENI $1.6B

Sylence Capital Aug 5 1 click

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…

PLOW $920M

Hidden Gems Investing Aug 4

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $437M

Hidden Rock Capital's Newsletter Aug 4

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $653M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $663M

The Value Road Jul 30 4 clicks

Tuesday, September 8, 2026

Lee Roach on X

A Capital on X

Timyan Bank Alert on X

Nat Stewart on X

Nat Stewart on X

John_Hempton on X

JabroniCoin.USD on X

KEDM.com on X

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