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 $682M

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

@cfrischer1 Jun 8

Charles Frischer on X

$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0

@cfrischer1 Jun 8

Charles Frischer on X

$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe

@cfrischer1 Jun 8

Charles Frischer on X

$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc

@cfrischer1 Jun 8

Charles Frischer on X

$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@dylan_ascencios @darkstarsats @dan_tmt @darkstarsats ty for the work you have done on $NN. Do you have a view on why 907-918 MHz is not enough for Part 15 when Europe and China allocate ~half as much for similar devices and don't have any problems? Note that most Part 15 devices are center tuned to 915. TYIA

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

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Simple Investment Ideas Sep 6 2 clicks

A Busted Businesses or a Cyclical Bottom?

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SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

EVC Update

EVC reported a solid second quarter and outlook.

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Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

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Yet Another Value Podcast Sep 1 9 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

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WAY $4.9B

scuttleblurb Aug 31 5 clicks

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

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Mayank Marwah Aug 31 5 clicks

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

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RARE $1.4B

Hated Moats Aug 30

FTRE 2026-08-30

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

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FTRE $1.9B

Manimala Misra Aug 30 2 clicks

Late August 2026 Random Ramblings

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Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

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The Oak Bloke Aug 27 6 clicks

MGRC · long

Mcgrath Rentcorp

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Value Investors Club Jun 10 2 clicks

Miami International Holdings (MIAX)

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Sylence Capital Aug 27 1 click

Domo (Arigato), for this potential multi-bagger options trade

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TPC 2026-08-27

Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger

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The Curious Analyst Aug 27

Quick Value #328 - Cal-Maine Foods (CALM)

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Value Don't Lie Aug 25

US-Canada Tariffs: Finding Investment Opportunities

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Aurelion Research Aug 24

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Open Insights Aug 23

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Daniel James Aug 23 3 clicks

WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation

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AUNA $383M

Ian’s Insider Corner Aug 22

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Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

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Joseph L. Shaefer Aug 22 1 click

Tuesday, September 8, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Laughing Water Capital on X

Laughing Water Capital on X

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